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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

155 hedge funds and large institutions have $803M invested in SPDR Portfolio S&P 500 Value ETF in 2018 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+19
Holders Change %
+13.97%
% of All Funds
3.55%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.28%
New
32
Increased
75
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
Valmark Advisers
Ohio
$254M
2
AA
Advisory Alpha
Michigan
$16.6M
3
FFG
Ford Financial Group
California
$40M
4
KFA
Kays Financial Advisory
Georgia
$10.8M
5
Morgan Stanley
Morgan Stanley
New York
$27.7M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$23K
2
HI
Horizon Investments
North Carolina
$43.2M
3
PI
PFS Investments
Georgia
$16.9M
4
FFS
Founders Financial Securities
Maryland
$4.99M
5
FWM
Focused Wealth Management
New York
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$5.65M +$2.13M +71,821 +60%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$5.14M +$407K +13,738 +9%
SC
28
Savant Capital
Illinois
$5.01M +$374K +12,611 +8%
FFS
29
Founders Financial Securities
Maryland
$4.99M -$4M -134,912 -44%
Ameriprise
30
Ameriprise
Minnesota
$4.81M -$533K -18,008 -10%
WP
31
WealthPLAN Partners
Nebraska
$4.24M -$13K -438 -0.3%
WAS
32
Winch Advisory Services
Wisconsin
$4.08M -$155K -5,226 -4%
FIM
33
Freedom Investment Management
Connecticut
$4.07M -$453K -15,292 -10%
SFM
34
Signet Financial Management
New Jersey
$4.02M +$1.25M +42,194 +45%
PA
35
Probity Advisors
Texas
$3.46M +$143K +4,817 +4%
LFG
36
Larson Financial Group
Missouri
$3.39M +$70.3K +2,373 +2%
OC
37
Oarsman Capital
Wisconsin
$2.86M +$442K +14,923 +18%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$2.66M +$2.53M +85,316 +1,869%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$2.48M +$1.38M +46,635 +125%
PWAG
40
Polaris Wealth Advisory Group
California
$2.45M – – –
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$2.19M -$287K -9,674 -12%
IA
42
IFP Advisors
Florida
$2.12M +$519K +17,517 +32%
SPC
43
Sigma Planning Corp
Michigan
$2.01M +$15.6K +525 +0.8%
FPIS
44
Financial Planning & Information Services
Wisconsin
$1.92M +$314K +10,605 +20%
TW
45
Transform Wealth
Colorado
$1.83M +$67.9K +2,291 +4%
AG
46
Advisor Group
Arizona
$1.66M -$256K -8,633 -13%
PFM
47
Phillips Financial Management
Indiana
$1.6M +$253K +8,535 +19%
AI
48
Atria Investments
North Carolina
$1.51M +$126K +4,260 +9%
PWPS
49
Pinnacle Wealth Planning Services
Ohio
$1.45M +$89.6K +3,023 +7%
PWM
50
Paulson Wealth Management
Illinois
$1.44M -$9.04K -305 -0.6%
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