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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 %
UCFA
51
United Capital Financial Advisors
Texas
$6.74M +$3.89M +124,387 +137%
WFPG
52
Waller Financial Planning Group
Ohio
$6.59M +$363K +11,433 +6%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$6.44M +$3.97M +123,720 +161%
FFG
54
Frisch Financial Group
New York
$6.25M -$119K -3,811 -2%
LFG
55
Larson Financial Group
Missouri
$6.14M +$484K +15,466 +9%
CI
56
CX Institutional
Indiana
$5.87M +$5.87M +187,611 New
CWA
57
Clarus Wealth Advisors
Arizona
$5.12M -$869K -27,784 -15%
WP
58
WealthPLAN Partners
Nebraska
$5.04M -$7.5K -242 -0.1%
WAS
59
Winch Advisory Services
Wisconsin
$5.01M -$4.78M -152,963 -49%
CA
60
Centerpoint Advisors
Massachusetts
$4.73M -$14.2K -453 -0.3%
DI
61
Diligent Investors
California
$4.21M +$4.21M +134,514 New
OC
62
Oarsman Capital
Wisconsin
$4.17M +$133K +4,236 +3%
PA
63
Probity Advisors
Texas
$4.16M +$63.8K +2,040 +2%
HighTower Advisors
64
HighTower Advisors
Illinois
$4.16M +$3.71M +118,489 +829%
JWS
65
Juncture Wealth Strategies
Arizona
$4.14M +$4.14M +132,321 New
AI
66
Atria Investments
North Carolina
$4.04M +$2.84M +93,061 +237%
Invesco
67
Invesco
Georgia
$3.68M +$554K +17,728 +18%
Mariner
68
Mariner
Kansas
$3.66M -$58.5K -1,870 -2%
FIM
69
Freedom Investment Management
Connecticut
$3.64M -$218K -6,980 -6%
MIAS
70
Mason Investment Advisory Services
Virginia
$3.64M -$364K -11,643 -9%
RFM
71
Royal Fund Management
Florida
$3.6M -$414K -13,240 -10%
W
72
Wealthquest
Ohio
$3.51M -$483K -15,454 -12%
RMAM
73
Raab & Moskowitz Asset Management
New Jersey
$3.3M +$418K +13,357 +14%
MML Investors Services
74
MML Investors Services
Massachusetts
$3.24M +$756K +24,177 +30%
BI
75
Ballast Inc
Kentucky
$3.1M +$152K +4,847 +5%
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