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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

45 hedge funds and large institutions have $62.8M invested in SPDR Portfolio S&P 500 Value ETF in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$5.41M
2
Bank of America
2
Bank of America
North Carolina
$9.06M
3
UBS Group
3
UBS Group
Switzerland
$3.35M
4
Morgan Stanley
4
Morgan Stanley
New York
$10.8M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.22M

Top Sellers

1
FIM
1
Freedom Investment Management
Connecticut
$713K
2
SG Americas Securities
2
SG Americas Securities
New York
$1.15M
3
SPC
3
Sigma Planning Corp
Michigan
$1.68M
4
ALA
4
Atherton Lane Advisers
California
$930K
5
Citigroup
5
Citigroup
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
26
American International Group
New York
$206K +$44K +1,832 +27%
VNA
27
Valley National Advisers
Pennsylvania
$104K – – –
EDRH
28
Edmond de Rothschild Holding
Switzerland
$84K – – –
EDRS
29
Edmond de Rothschild (Suisse)
Switzerland
$84K – – –
Creative Planning
30
Creative Planning
Kansas
$78K – – –
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$71K +$867 +36 +1%
TAIM
32
TD Ameritrade Investment Management
Nebraska
$58K -$192 -8 -0.3%
MFS
33
MSI Financial Services
Massachusetts
$44K +$35.8K +1,500 +436%
AWM
34
Avior Wealth Management
Nebraska
$44K +$44K +1,852 New
CDIA
35
Capital Directions Investment Advisors
Georgia
$41K – – –
US Bancorp
36
US Bancorp
Minnesota
$29K – – –
EWM
37
Evercore Wealth Management
New York
$24K – – –
CG
38
Colony Group
Massachusetts
$22K – – –
FCCM
39
First City Capital Management
Georgia
$18.5K – – –
BlackRock
40
BlackRock
New York
$12K +$12K +500 New
S
41
SignatureFD
Georgia
$8K – – –
IWM
42
Integrated Wealth Management
California
$8K – – –
FAM
43
Formidable Asset Management
Ohio
$3K – – –
AFP
44
Ausdal Financial Partners
Iowa
$3K +$3K +136 New
Citigroup
45
Citigroup
New York
– -$8K -352 Closed
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