SPYV icon

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 %
PWPS
51
Pinnacle Wealth Planning Services
Ohio
$7.65M -$82.8K -2,734 -1%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$6.82M +$771K +25,446 +13%
FFG
53
Frisch Financial Group
New York
$6.17M +$8.81K +291 +0.1%
WFPG
54
Waller Financial Planning Group
Ohio
$6.13M +$264K +8,430 +4%
SC
55
Savant Capital
Illinois
$5.99M +$255K +8,421 +4%
CWA
56
Clarus Wealth Advisors
Arizona
$5.79M +$5.79M +191,308 New
LFG
57
Larson Financial Group
Missouri
$5.47M +$514K +16,974 +10%
WP
58
WealthPLAN Partners
Nebraska
$4.95M +$244K +8,037 +5%
BC
59
Burney Company
Virginia
$4.64M +$3.2M +105,702 +223%
CA
60
Centerpoint Advisors
Massachusetts
$4.59M -$498K -16,462 -10%
PA
61
Probity Advisors
Texas
$3.96M +$202K +6,685 +5%
OC
62
Oarsman Capital
Wisconsin
$3.91M +$836K +27,594 +27%
RFM
63
Royal Fund Management
Florida
$3.88M +$3.7M +122,136 +1,994%
MIAS
64
Mason Investment Advisory Services
Virginia
$3.87M +$3.87M +127,902 New
W
65
Wealthquest
Ohio
$3.87M +$165K +5,442 +4%
FIM
66
Freedom Investment Management
Connecticut
$3.73M -$203K -6,704 -5%
Mariner
67
Mariner
Kansas
$3.6M -$480K -15,858 -12%
Invesco
68
Invesco
Georgia
$3.03M +$938K +30,986 +45%
WF
69
WealthTrust Fairport
Ohio
$2.94M +$720K +23,775 +33%
BI
70
Ballast Inc
Kentucky
$2.85M +$2.85M +94,192 New
LJAC
71
L.J. Altfest & Co
New York
$2.83M +$2.83M +93,423 New
RMAM
72
Raab & Moskowitz Asset Management
New Jersey
$2.79M -$93K -3,073 -3%
UCFA
73
United Capital Financial Advisors
Texas
$2.76M -$8.22M -271,386 -75%
SMFS
74
Squar Milner Financial Services
California
$2.71M +$1.23M +40,677 +83%
PWAG
75
Polaris Wealth Advisory Group
California
$2.64M +$37.1K +1,211 +1%
1 2
3
4 5