SPYV icon

SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

59 hedge funds and large institutions have $139M invested in SPDR Portfolio S&P 500 Value ETF in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
20
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$26.7M
2
State Street
2
State Street
Massachusetts
$10.3M
3
AssetMark Inc
3
AssetMark Inc
California
$7.33M
4
Morgan Stanley
4
Morgan Stanley
New York
$15.1M
5
UCFA
5
United Capital Financial Advisors
Texas
$3.14M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
LPL Financial
2
LPL Financial
California
$4.98M
3
UBS Group
3
UBS Group
Switzerland
$6.91M
4
SI
4
Stephens Inc
Arkansas
$0
5
Wells Fargo
5
Wells Fargo
California
$4.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$948K +$67.7K +2,400 +8%
Ameriprise
27
Ameriprise
Minnesota
$696K +$441K +15,644 +173%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$692K +$692K +24,536 New
KWM
29
Kingsview Wealth Management
Oregon
$680K +$680K +24,144 New
AFP
30
Ausdal Financial Partners
Iowa
$563K +$141K +5,004 +33%
ALIONA
31
Allianz Life Insurance of North America
Minnesota
$549K -$35.9K -1,272 -6%
OIA
32
Optimum Investment Advisors
Illinois
$482K – – –
RFC
33
Regions Financial Corp
Alabama
$440K – – –
IA
34
IFP Advisors
Florida
$436K +$20K +708 +5%
AF
35
Arrow Financial
New York
$396K – – –
KM
36
Kalos Management
Georgia
$350K -$32.2K -1,144 -8%
CA
37
Corrado Advisors
New Jersey
$343K +$66.6K +2,364 +24%
SFSIG
38
San Francisco Sentry Investment Group
California
$327K – – –
BTS
39
BB&T Securities
Virginia
$285K +$6.64K +236 +2%
PAG
40
Private Advisor Group
New Jersey
$282K +$282K +10,096 New
FHA
41
Flagship Harbor Advisors
Massachusetts
$272K – – –
LNC
42
Lincoln National Corp
Pennsylvania
$239K +$1.92K +68 +0.8%
VNA
43
Valley National Advisers
Pennsylvania
$123K – – –
Creative Planning
44
Creative Planning
Kansas
$91K +$112 +4 +0.1%
AWM
45
Avior Wealth Management
Nebraska
$78K – – –
GWM
46
Geneos Wealth Management
Colorado
$78K – – –
CDIA
47
Capital Directions Investment Advisors
Georgia
$54K – – –
US Bancorp
48
US Bancorp
Minnesota
$52K – – –
AG
49
Advisor Group
Arizona
$48K +$9.67K +340 +25%
TAIM
50
TD Ameritrade Investment Management
Nebraska
$45K -$1.25K -44 -3%
1
2
3