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

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
PI
2
PFS Investments
Georgia
$0
3
SB
3
Suntrust Banks
Georgia
$0
4
VA
4
Valmark Advisers
Ohio
$260M
5
FFS
5
Founders Financial Securities
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RMAM
51
Raab & Moskowitz Asset Management
New Jersey
$1.84M +$478K +15,372 +35%
OAM
52
Occidental Asset Management
California
$1.69M +$1.4M +45,115 +491%
PWPS
53
Pinnacle Wealth Planning Services
Ohio
$1.66M +$140K +4,511 +9%
PFM
54
Phillips Financial Management
Indiana
$1.63M -$62.2K -1,990 -4%
MAS
55
Managed Account Services
Florida
$1.58M +$328K +10,921 +26%
AG
56
Advisor Group
Arizona
$1.56M -$179K -5,742 -10%
Invesco
57
Invesco
Georgia
$1.51M +$913K +29,336 +154%
AF
58
Advisornet Financial
Minnesota
$1.49M +$109K +3,515 +8%
PWM
59
Paulson Wealth Management
Illinois
$1.46M +$13K +439 +0.9%
SMFS
60
Squar Milner Financial Services
California
$1.45M +$234K +7,516 +19%
BWFA
61
Baltimore-Washington Financial Advisors
Maryland
$1.45M +$643K +20,662 +80%
MFT
62
Moisand Fitzgerald Tamayo
Florida
$1.42M +$126K +4,060 +10%
WF
63
WealthTrust Fairport
Ohio
$1.35M +$1.22M +39,228 +947%
SI
64
Stephens Inc
Arkansas
$1.33M -$117K -3,763 -8%
RJA
65
Raymond James & Associates
Florida
$1.21M +$239K +7,693 +25%
MML Investors Services
66
MML Investors Services
Massachusetts
$1.15M +$250K +8,029 +28%
SPIA
67
Steward Partners Investment Advisory
New York
$1.1M +$355K +11,419 +47%
LI
68
LVZ Inc
Michigan
$1.01M +$74.5K +2,463 +8%
MSAM
69
Moloney Securities Asset Management
Missouri
$965K +$515K +16,552 +115%
CAG
70
Csenge Advisory Group
Florida
$963K +$963K +32,455 New
WP
71
WealthSource Partners
California
$962K -$29.5K -947 -3%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$961K +$216K +7,420 +29%
Bank of New York Mellon
73
Bank of New York Mellon
New York
$881K -$77.3K -2,485 -8%
ACG
74
Allen Capital Group
Nebraska
$865K +$24K +771 +3%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$862K +$8.68K +279 +1%
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3
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