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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

136 hedge funds and large institutions have $782M invested in SPDR Portfolio S&P 500 Value ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 65 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+34
Holders Change %
+33.33%
% of All Funds
3.12%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.23%
New
43
Increased
65
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$112M
2
HI
Horizon Investments
North Carolina
+$111M
3
VA
Valmark Advisers
Ohio
+$109M
4
BCI
Brinker Capital Investments
Pennsylvania
+$27.5M
5
FWM
Focused Wealth Management
New York
+$25.1M

Top Sellers

1
WFWM
Wechter Feldman Wealth Management
New Jersey
-$5.18M
2
FFA
First Foundation Advisors
California
-$1.37M
3
XS
XR Securities
Illinois
-$1.3M
4
PA
Prism Advisors
California
-$1.19M
5
SCA
Stuart Chaussee & Associates
California
-$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Altium Wealth Management
New York
$5.29M +$2.44M +83,115 +86%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$4.7M +$2.16M +73,443 +85%
SC
28
Savant Capital
Illinois
$4.6M +$2.09M +71,239 +84%
FIM
29
Freedom Investment Management
Connecticut
$4.48M +$3.57M +121,548 +392%
UBS Group
30
UBS Group
Switzerland
$4.24M +$142K +4,819 +3%
WP
31
WealthPLAN Partners
Nebraska
$4.22M +$1.05M +35,588 +33%
WAS
32
Winch Advisory Services
Wisconsin
$4.2M +$4.1M +139,632 +4,316%
CWSR
33
Chessman Wealth Strategies RIA
Texas
$3.8M +$516K +17,532 +16%
Jane Street
34
Jane Street
New York
$3.49M +$776K +26,394 +29%
PA
35
Probity Advisors
Texas
$3.29M +$2.34M +79,544 +245%
LFG
36
Larson Financial Group
Missouri
$3.29M +$2.79M +94,945 +560%
SFM
37
Signet Financial Management
New Jersey
$2.74M +$1.61M +54,833 +142%
RFM
38
Royal Fund Management
Florida
$2.64M +$2.1M +71,596 +391%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$2.46M -$311K -10,585 -11%
PWAG
40
Polaris Wealth Advisory Group
California
$2.45M +$2.45M +83,301 New
OC
41
Oarsman Capital
Wisconsin
$2.4M +$218K +7,432 +10%
ACP
42
Aveo Capital Partners
Colorado
$2.1M +$2.1M +71,438 New
SPC
43
Sigma Planning Corp
Michigan
$1.98M -$58.1K -1,977 -3%
AG
44
Advisor Group
Arizona
$1.9M +$1.77M +60,217 +1,382%
TW
45
Transform Wealth
Colorado
$1.74M -$126K -4,288 -7%
IA
46
IFP Advisors
Florida
$1.65M – – –
DG
47
Delek Group
Israel
$1.61M +$1.61M +54,800 New
FPIS
48
Financial Planning & Information Services
Wisconsin
$1.6M +$1.6M +54,318 New
Goldman Sachs
49
Goldman Sachs
New York
$1.47M -$8.85K -301 -0.6%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.47M +$371K +12,633 +34%
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