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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

233 hedge funds and large institutions have $1.83B invested in SPDR Portfolio S&P 500 Value ETF in 2019 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 125 increasing their positions, 53 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
5.05%
Holding in Top 10
35
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25%
% of All Funds
0.76%
New
39
Increased
125
Reduced
53
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KFA
Kays Financial Advisory
Georgia
+$26.9M
2
NA
Nottingham Advisors
New York
+$17.2M
3
MD
Money Design
Japan
+$15.9M
4
PC
Permanens Capital
New York
+$14.4M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$13.8M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$72.3M
2
PI
PFS Investments
Georgia
-$20.4M
3
UBS Group
UBS Group
Switzerland
-$18.9M
4
Bank of America
Bank of America
North Carolina
-$12.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
226
Valeo Financial Advisors
Indiana
$4K +$4K +121 New
ACA
227
Atlas Capital Advisors
Wyoming
$3.66K +$2.12K +166 +137%
CF
228
Centaurus Financial
California
$3.35K +$3.35K +101 New
LWANC
229
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
GRP
230
Global Retirement Partners
California
$1K +$1K +22 New
Manulife (Manufacturers Life Insurance)
231
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$3.76M -138,312 Closed
Kayne Anderson Rudnick Investment Management
232
Kayne Anderson Rudnick Investment Management
California
– -$3.39M -124,822 Closed
CFG
233
Cooper Financial Group
California
– -$2.2M -81,143 Closed
FFA
234
Fragasso Financial Advisors
Pennsylvania
– -$1.59M -58,660 Closed
CCM
235
Context Capital Management
California
– -$1.22M -45,000 Closed
XS
236
XR Securities
Illinois
– -$1M -36,818 Closed
IA
237
IndexIQ Advisors
New York
– -$986K -36,302 Closed
FFA
238
First Foundation Advisors
California
– -$877K -32,295 Closed
FM
239
Family Management
New York
– -$852K -31,366 Closed
WCM
240
Weatherstone Capital Management
Colorado
– -$865K -27,801 Closed
CCMG
241
Clark Capital Management Group
Pennsylvania
– -$685K -25,220 Closed
Citadel Advisors
242
Citadel Advisors
Florida
– -$675K -24,859 Closed
SFP
243
Shepherd Financial Partners
Massachusetts
– -$464K -17,094 Closed
AFA
244
Arlington Financial Advisors
California
– -$356K -13,110 Closed
CA
245
Clearstead Advisors
Ohio
– -$335K -12,332 Closed
OMC
246
Old Mission Capital
Illinois
– -$331K -12,197 Closed
SFS
247
Sowell Financial Services
Arkansas
– -$261K -9,604 Closed
SS
248
Simplicity Solutions
Minnesota
– -$255K -9,417 Closed
TWA
249
TCI Wealth Advisors
Arizona
– -$143K -5,259 Closed
MOS
250
MGO One Seven
Ohio
– -$81K -3,000 Closed
7 8 9
10
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