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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

236 hedge funds and large institutions have $2.11B invested in SPDR Portfolio S&P 500 Value ETF in 2019 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 119 increasing their positions, 65 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+3
Holders Change %
+1.29%
% of All Funds
5.13%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.78%
New
27
Increased
119
Reduced
65
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BL
Balentine LLC
Georgia
+$43.6M
2
PPA
Parametric Portfolio Associates
Washington
+$39M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$29M
4
PI
PFS Investments
Georgia
+$22.2M
5
HI
Horizon Investments
North Carolina
+$15.6M

Top Sellers

1
JWM
Jackson Wealth Management
Florida
-$15.5M
2
Goldman Sachs
Goldman Sachs
New York
-$14M
3
CWSR
Chessman Wealth Strategies RIA
Texas
-$13.8M
4
BTS
BB&T Securities
Virginia
-$12.2M
5
BCI
Brinker Capital Investments
Pennsylvania
-$6.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
26
Ford Financial Group
California
$21.4M +$446K +14,265 +2%
AWM
27
Altium Wealth Management
New York
$19.9M +$3.69M +117,999 +23%
Ameriprise
28
Ameriprise
Minnesota
$15.4M +$2.54M +81,076 +20%
AG
29
Advisor Group
Arizona
$15.4M +$4.21M +134,558 +38%
FNT
30
First National Trust
Pennsylvania
$15.2M +$1.66M +53,018 +12%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$14.2M -$67.8K -2,166 -0.5%
PC
32
Permanens Capital
New York
$13.5M -$1.39M -44,342 -9%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$11.3M +$1.3M +41,533 +13%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$10.9M +$274K +8,771 +3%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$10.8M +$469K +14,993 +5%
Wells Fargo
36
Wells Fargo
California
$10.2M -$5.58M -178,356 -35%
FWM
37
Foresight Wealth Management
Utah
$10M +$276K +8,828 +3%
BC
38
Brio Consultants
California
$9.87M +$912K +29,156 +10%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$9.57M -$998K -31,893 -9%
SFM
40
Signet Financial Management
New Jersey
$9.2M +$643K +20,003 +8%
PFA
41
Pure Financial Advisors
California
$9.11M +$1.07M +34,176 +13%
Betterment LLC
42
Betterment LLC
New York
$8.97M -$139K -4,457 -2%
EFL
43
ERn Financial LLC
Wisconsin
$8.96M +$89.8K +2,870 +1%
WI
44
WrapManager Inc
California
$8.73M +$279K +8,928 +3%
PWPS
45
Pinnacle Wealth Planning Services
Ohio
$8.09M +$184K +5,886 +2%
SC
46
Savant Capital
Illinois
$7.76M +$1.57M +50,324 +25%
TFA
47
TPG Financial Advisors
Oregon
$7.47M -$2.69M -84,536 -26%
FFS
48
Founders Financial Securities
Maryland
$7.37M -$831K -26,563 -10%
BC
49
Burney Company
Virginia
$7.34M +$2.55M +81,454 +53%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$6.87M -$169K -5,406 -2%
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