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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

233 hedge funds and large institutions have $1.83B invested in SPDR Portfolio S&P 500 Value ETF in 2019 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 125 increasing their positions, 53 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
5.05%
Holding in Top 10
35
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25%
% of All Funds
0.76%
New
39
Increased
125
Reduced
53
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KFA
Kays Financial Advisory
Georgia
+$26.9M
2
NA
Nottingham Advisors
New York
+$17.2M
3
MD
Money Design
Japan
+$15.9M
4
PC
Permanens Capital
New York
+$14.4M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$13.8M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$72.3M
2
PI
PFS Investments
Georgia
-$20.4M
3
UBS Group
UBS Group
Switzerland
-$18.9M
4
Bank of America
Bank of America
North Carolina
-$12.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$15.5M +$6.05M +199,872 +64%
JWM
27
Jackson Wealth Management
Florida
$15.5M -$610K -20,152 -4%
Wells Fargo
28
Wells Fargo
California
$15.3M +$1.98M +65,544 +15%
TAIM
29
TD Ameritrade Investment Management
Nebraska
$14.9M +$6.18M +203,967 +71%
CWSR
30
Chessman Wealth Strategies RIA
Texas
$14.5M +$3.64M +120,364 +34%
PC
31
Permanens Capital
New York
$14.4M +$14.4M +475,763 New
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$13.8M +$13.8M +455,117 New
FNT
33
First National Trust
Pennsylvania
$13.1M -$1.24M -40,822 -9%
BTS
34
BB&T Securities
Virginia
$12.7M +$11.5M +378,703 +906%
Ameriprise
35
Ameriprise
Minnesota
$12.4M +$2.73M +90,895 +28%
AG
36
Advisor Group
Arizona
$10.8M +$475K +15,672 +5%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$10.3M -$1.56M -51,388 -13%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$10.2M +$903K +29,831 +10%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$9.97M +$82.8K +2,748 +0.8%
TFA
40
TPG Financial Advisors
Oregon
$9.8M +$3.61M +117,584 +58%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$9.71M +$2.95M +97,461 +44%
WAS
42
Winch Advisory Services
Wisconsin
$9.48M +$852K +28,153 +10%
FWM
43
Foresight Wealth Management
Utah
$9.43M +$1.09M +36,141 +13%
EFL
44
ERn Financial LLC
Wisconsin
$8.87M +$1.02M +32,731 +13%
Betterment LLC
45
Betterment LLC
New York
$8.82M +$2.12M +70,057 +32%
BC
46
Brio Consultants
California
$8.67M -$382K -12,628 -4%
SFM
47
Signet Financial Management
New Jersey
$8.33M +$1.66M +53,171 +25%
WI
48
WrapManager Inc
California
$8.18M +$448K +14,802 +6%
FFS
49
Founders Financial Securities
Maryland
$7.93M -$4.33M -143,143 -35%
PFA
50
Pure Financial Advisors
California
$7.78M +$498K +16,456 +7%
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