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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

53 hedge funds and large institutions have $124M invested in SPDR Portfolio S&P 500 Value ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
14
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$23.5M
2
UBS Group
2
UBS Group
Switzerland
$8.11M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.1M
4
LPL Financial
4
LPL Financial
California
$6.81M
5
State Street
5
State Street
Massachusetts
$1.72M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$17.1M
2
AG
2
Advisor Group
Arizona
$37K
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$883K
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
26
Ausdal Financial Partners
Iowa
$409K +$36.8K +1,344 +10%
IA
27
IFP Advisors
Florida
$404K +$19.5K +712 +5%
AF
28
Arrow Financial
New York
$384K -$41.6K -1,520 -10%
KM
29
Kalos Management
Georgia
$372K -$27.5K -1,004 -7%
SFSIG
30
San Francisco Sentry Investment Group
California
$317K – – –
VWA
31
V Wealth Advisors
Kansas
$308K -$3.94K -144 -1%
FHA
32
Flagship Harbor Advisors
Massachusetts
$268K +$268K +9,724 New
CA
33
Corrado Advisors
New Jersey
$268K +$268K +9,808 New
BTS
34
BB&T Securities
Virginia
$254K – – –
Ameriprise
35
Ameriprise
Minnesota
$248K +$21.9K +800 +10%
LNC
36
Lincoln National Corp
Pennsylvania
$230K – – –
LFAS
37
Level Four Advisory Services
Texas
$228K +$228K +8,312 New
VNA
38
Valley National Advisers
Pennsylvania
$119K – – –
Creative Planning
39
Creative Planning
Kansas
$89K – – –
GWM
40
Geneos Wealth Management
Colorado
$76K – – –
AWM
41
Avior Wealth Management
Nebraska
$75K – – –
CDIA
42
Capital Directions Investment Advisors
Georgia
$52K – – –
US Bancorp
43
US Bancorp
Minnesota
$50K -$12K -440 -19%
MFS
44
MSI Financial Services
Massachusetts
$47K +$6.51K +236 +16%
TAIM
45
TD Ameritrade Investment Management
Nebraska
$45K -$2.88K -104 -6%
AG
46
Advisor Group
Arizona
$37K -$281K -10,240 -88%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$37K -$12.6K -464 -25%
NFG
48
Next Financial Group
Texas
$22K – – –
PA
49
Parallel Advisors
California
$5K +$5K +200 New
BlackRock
50
BlackRock
New York
$4K -$5.64K -220 -59%
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