SPYV icon

SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

171 hedge funds and large institutions have $935M invested in SPDR Portfolio S&P 500 Value ETF in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+16
Holders Change %
+10.32%
% of All Funds
3.92%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
33
Increased
85
Reduced
32
Closed
17
Calls
$9.31M
Puts
–
Net Calls
+$9.31M
Net Calls Change
+$9.31M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$43.4M
2
AssetMark Inc
AssetMark Inc
California
$19.7M
3
AI
Accredited Investors
Minnesota
$13.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.3M
5
LPL Financial
LPL Financial
California
$41.5M

Top Sellers

1
HI
Horizon Investments
North Carolina
$0
2
PI
PFS Investments
Georgia
$0
3
SB
Suntrust Banks
Georgia
$0
4
VA
Valmark Advisers
Ohio
$260M
5
FFS
Founders Financial Securities
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$7.84M +$2.44M +78,482 +45%
Ameriprise
27
Ameriprise
Minnesota
$7.44M +$2.42M +78,205 +48%
Wells Fargo
28
Wells Fargo
California
$6.79M -$150K -4,821 -2%
PFA
29
Pure Financial Advisors
California
$5.63M +$5.63M +180,880 New
SC
30
Savant Capital
Illinois
$5.5M +$239K +7,683 +5%
SFM
31
Signet Financial Management
New Jersey
$5.29M +$1.07M +34,409 +25%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$5.07M +$3.57M +114,855 +240%
TAIM
33
TD Ameritrade Investment Management
Nebraska
$4.71M +$4.35M +139,871 +1,230%
WP
34
WealthPLAN Partners
Nebraska
$4.51M +$319K +10,898 +8%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$4.46M +$1.85M +59,315 +71%
FIM
36
Freedom Investment Management
Connecticut
$4.16M -$116K -3,725 -3%
Jane Street
37
Jane Street
New York
$4.06M -$1.87M -60,023 -31%
PA
38
Probity Advisors
Texas
$3.67M +$35K +1,126 +1%
LFG
39
Larson Financial Group
Missouri
$3.5M -$60.7K -1,951 -2%
OC
40
Oarsman Capital
Wisconsin
$3.08M +$73.1K +2,350 +2%
IA
41
IFP Advisors
Florida
$2.82M +$592K +19,037 +27%
PWAG
42
Polaris Wealth Advisory Group
California
$2.64M +$44.1K +1,418 +2%
Goldman Sachs
43
Goldman Sachs
New York
$2.35M +$2.35M +75,523 New
CWSR
44
Chessman Wealth Strategies RIA
Texas
$2.15M +$705K +22,658 +49%
FPIS
45
Financial Planning & Information Services
Wisconsin
$2.1M +$81.7K +2,626 +4%
PAG
46
Private Advisor Group
New Jersey
$2.09M +$1.61M +51,578 +330%
SPC
47
Sigma Planning Corp
Michigan
$2.05M -$62.5K -2,009 -3%
TW
48
Transform Wealth
Colorado
$2.05M +$133K +4,269 +7%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$2.02M -$278K -8,943 -12%
AI
50
Atria Investments
North Carolina
$1.88M +$294K +9,463 +19%
1
2
3 4 5