SPYV icon

SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

102 hedge funds and large institutions have $234M invested in SPDR Portfolio S&P 500 Value ETF in 2017 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+45
Holders Change %
+78.95%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
%
% of All Funds
0.11%
New
50
Increased
27
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
1
Allegis Investment Advisors
Idaho
$17.7M
2
JWM
2
Jackson Wealth Management
Florida
$9.56M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$8.59M
4
WFWM
4
Wechter Feldman Wealth Management
New Jersey
$5.18M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$6.21M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$907K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.14M
3
RJA
3
Raymond James & Associates
Florida
$0
4
GFPC
4
Global Financial Private Capital
Florida
$0
5
PAG
5
Private Advisor Group
New Jersey
$369K
Name Holding Trade Value Shares
Change 		Shares
Change %
XS
26
XR Securities
Illinois
$2.29M +$2.29M +74,553 New
OC
27
Oarsman Capital
Wisconsin
$2.28M +$2.28M +74,240 New
SPC
28
Sigma Planning Corp
Michigan
$2.13M +$43.3K +1,410 +2%
TW
29
Transform Wealth
Colorado
$1.95M -$52.4K -1,707 -3%
IA
30
IFP Advisors
Florida
$1.65M +$1.01M +32,780 +155%
Goldman Sachs
31
Goldman Sachs
New York
$1.54M +$1.11M +36,181 +256%
PWM
32
Paulson Wealth Management
Illinois
$1.51M +$1.51M +49,058 New
FFA
33
First Foundation Advisors
California
$1.37M +$1.37M +44,689 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.22M -$46.6K -1,519 -4%
PA
35
Prism Advisors
California
$1.19M +$1.19M +38,765 New
SFM
36
Signet Financial Management
New Jersey
$1.18M +$1.18M +38,509 New
SCA
37
Stuart Chaussee & Associates
California
$1.15M +$1.15M +37,334 New
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.14M -$4.58M -149,181 -80%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.04M -$86K -2,802 -8%
PA
40
Probity Advisors
Texas
$996K +$996K +32,454 New
FIM
41
Freedom Investment Management
Connecticut
$951K -$101K -3,298 -10%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$907K -$5.45M -177,503 -86%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$859K +$15.1K +493 +2%
NA
44
Nottingham Advisors
New York
$753K +$753K +24,532 New
CA
45
Corrado Advisors
New Jersey
$709K -$9.85K -321 -1%
RFA
46
Reilly Financial Advisors
California
$708K +$696K +22,677 +5,669%
MML Investors Services
47
MML Investors Services
Massachusetts
$700K +$700K +22,806 New
KWM
48
Kingsview Wealth Management
Oregon
$697K +$6.91K +225 +1%
AFP
49
Ausdal Financial Partners
Iowa
$621K +$5.4K +176 +0.9%
RMAM
50
Raab & Moskowitz Asset Management
New Jersey
$572K +$572K +18,650 New
1
2
3 4 5