SPYV icon

SPDR Portfolio S&P 500 Value ETF

136 hedge funds and large institutions have $782M invested in SPDR Portfolio S&P 500 Value ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 65 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+34
Holders Change %
+33.33%
% of All Funds
3.12%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.23%
New
43
Increased
65
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BTS
76
BB&T Securities
Virginia
$670K +$293K +9,984 +78%
BWFA
77
Baltimore-Washington Financial Advisors
Maryland
$622K +$622K +21,184 New
KWM
78
Kingsview Wealth Management
Oregon
$606K -$61.8K -2,102 -9%
AFP
79
Ausdal Financial Partners
Iowa
$593K -$1.68K -57 -0.3%
Mariner
80
Mariner
Kansas
$555K +$555K +18,882 New
ALIONA
81
Allianz Life Insurance of North America
Minnesota
$546K
GTAM
82
Global Trust Asset Management
Florida
$520K +$133K +4,521 +34%
GWM
83
Geneos Wealth Management
Colorado
$513K +$224K +7,611 +77%
RFC
84
Regions Financial Corp
Alabama
$459K
KM
85
Kalos Management
Georgia
$407K +$64K +2,179 +19%
TCM
86
Tradition Capital Management
New Jersey
$407K +$407K +13,854 New
PA
87
PFG Advisors
Arizona
$405K +$60.4K +2,052 +18%
OIA
88
Optimum Investment Advisors
Illinois
$400K
AF
89
Arrow Financial
New York
$389K
MCWS
90
McKinley Carter Wealth Services
West Virginia
$384K +$108K +3,669 +39%
HighTower Advisors
91
HighTower Advisors
Illinois
$377K
FAIM
92
Financial Advocates Investment Management
Washington
$359K
SFSIG
93
San Francisco Sentry Investment Group
California
$341K
JSL
94
JT Stratford LLC
Georgia
$335K +$335K +11,395 New
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$320K +$320K +10,788 New
AWA
96
Arete Wealth Advisors
Illinois
$284K +$284K +9,671 New
MSAM
97
Moloney Securities Asset Management
Missouri
$280K +$280K +9,540 New
CCM
98
Condor Capital Management
New Jersey
$265K +$265K +9,022 New
SPIA
99
Steward Partners Investment Advisory
New York
$260K +$220K +7,488 +546%
NB
100
Nicolet Bankshares
Wisconsin
$249K +$249K +8,470 New