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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.

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

Top Sellers

1
FFG
1
Ford Financial Group
California
$22.3M
2
ACM
2
AlphaStar Capital Management
North Carolina
$11.4M
3
Jane Street
3
Jane Street
New York
$0
4
AWM
4
Altium Wealth Management
New York
$9.3M
5
KFA
5
Kays Financial Advisory
Georgia
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$5.42M 199,672 +36,896 +23%
SC
52
Savant Capital
Illinois
$5.15M 189,474 +12,679 +7%
WFPG
53
Waller Financial Planning Group
Ohio
$5.09M 187,528 +187,528 New
MIAN
54
Mariner Independent Advisor Network
Kansas
$5M 183,050 +183,050 New
WP
55
WealthPLAN Partners
Nebraska
$4.67M 154,735 +693 +0.4%
CA
56
Centerpoint Advisors
Massachusetts
$4.56M 168,017 +168,017 New
LFG
57
Larson Financial Group
Missouri
$4.45M 163,809 +51,496 +46%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.76M 138,312 +125,984 +1,022%
Mariner
59
Mariner
Kansas
$3.66M 134,809 +114,463 +563%
FIM
60
Freedom Investment Management
Connecticut
$3.53M 129,968 -3,549 -3%
SPIA
61
Steward Partners Investment Advisory
New York
$3.47M 127,757 +92,266 +260%
Kayne Anderson Rudnick Investment Management
62
Kayne Anderson Rudnick Investment Management
California
$3.39M 124,822 +124,822 New
PA
63
Probity Advisors
Texas
$3.37M 124,239 +6,298 +5%
W
64
Wealthquest
Ohio
$3.32M 122,288 +122,288 New
OC
65
Oarsman Capital
Wisconsin
$2.76M 101,439 +2,494 +3%
IA
66
IFP Advisors
Florida
$2.73M 101,109 +10,655 +12%
AF
67
Arrow Financial
New York
$2.66M 97,980 +84,756 +641%
RMAM
68
Raab & Moskowitz Asset Management
New Jersey
$2.59M 95,334 +36,329 +62%
PWAG
69
Polaris Wealth Advisory Group
California
$2.3M 84,694 -25 -0%
CFG
70
Cooper Financial Group
California
$2.2M 81,143 +81,143 New
MAS
71
Managed Account Services
Florida
$2.09M 72,100 +19,403 +37%
PAG
72
Private Advisor Group
New Jersey
$2.03M 74,901 +7,676 +11%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$2.02M 65,013 – –
AI
74
Atria Investments
North Carolina
$2.02M 74,365 +13,939 +23%
WF
75
WealthTrust Fairport
Ohio
$1.99M 73,138 +29,766 +69%
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