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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

221 hedge funds and large institutions have $1.59B invested in SPDR Portfolio S&P 500 Value ETF in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 105 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+50
Holders Change %
+29.24%
% of All Funds
4.93%
Holding in Top 10
28
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+133.33%
% of All Funds
0.62%
New
70
Increased
105
Reduced
29
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
Horizon Investments
North Carolina
$202M
2
PI
PFS Investments
Georgia
$76.7M
3
BL
Balentine LLC
Georgia
$62.6M
4
AF
Allworth Financial
California
$60.4M
5
PPA
Parametric Portfolio Associates
Washington
$56.3M

Top Sellers

1
FFG
Ford Financial Group
California
$22.3M
2
ACM
AlphaStar Capital Management
North Carolina
$11.4M
3
Jane Street
Jane Street
New York
$0
4
AWM
Altium Wealth Management
New York
$9.3M
5
KFA
Kays Financial Advisory
Georgia
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
26
AlphaStar Capital Management
North Carolina
$11.4M -$7.7M -283,600 -40%
FFS
27
Founders Financial Securities
Maryland
$11M +$11M +405,172 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$10.7M +$3.81M +140,199 +56%
UCFA
29
United Capital Financial Advisors
Texas
$9.77M -$1.42M -52,734 -13%
CWSR
30
Chessman Wealth Strategies RIA
Texas
$9.75M +$7.87M +289,866 +421%
AWM
31
Altium Wealth Management
New York
$9.3M -$3.49M -128,560 -27%
AG
32
Advisor Group
Arizona
$9.29M +$7.92M +291,625 +581%
Ameriprise
33
Ameriprise
Minnesota
$9.1M +$2.29M +81,011 +34%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$8.86M +$1.09M +40,188 +14%
Goldman Sachs
35
Goldman Sachs
New York
$8.51M +$6.45M +237,606 +315%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$8.37M +$355K +13,073 +4%
BC
37
Brio Consultants
California
$8.12M +$8.12M +299,040 New
TAIM
38
TD Ameritrade Investment Management
Nebraska
$7.8M +$3.69M +135,901 +90%
WAS
39
Winch Advisory Services
Wisconsin
$7.74M -$157K -5,798 -2%
FWM
40
Foresight Wealth Management
Utah
$7.48M +$7.48M +275,320 New
WI
41
WrapManager Inc
California
$6.94M -$225K -8,295 -3%
PWPS
42
Pinnacle Wealth Planning Services
Ohio
$6.94M +$5.49M +202,138 +379%
EFL
43
ERn Financial LLC
Wisconsin
$6.82M +$6.82M +250,948 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$6.64M +$6.64M +244,456 New
PFA
45
Pure Financial Advisors
California
$6.53M +$1.62M +59,647 +33%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$6.06M +$2.17M +79,942 +56%
Betterment LLC
47
Betterment LLC
New York
$6.01M +$6.01M +221,156 New
SFM
48
Signet Financial Management
New Jersey
$5.78M +$1.17M +42,901 +25%
FFG
49
Frisch Financial Group
New York
$5.53M +$5.53M +203,449 New
TFA
50
TPG Financial Advisors
Oregon
$5.49M +$5.49M +202,062 New
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