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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 %
EGA
76
E&G Advisors
Texas
$860K +$403K +12,942 +88%
RFA
77
Reilly Financial Advisors
California
$851K -$38.4K -1,235 -4%
DG
78
Delek Group
Israel
$838K – – –
CCM
79
Condor Capital Management
New Jersey
$806K +$312K +10,021 +63%
GWM
80
Geneos Wealth Management
Colorado
$794K +$191K +6,154 +32%
CB
81
Community Bank
New York
$787K -$10.7K -345 -1%
SWP
82
Stratos Wealth Partners
Ohio
$787K +$205K +6,581 +35%
CA
83
Cetera Advisors
Colorado
$747K -$218K -7,033 -23%
BTS
84
BB&T Securities
Virginia
$673K -$66.9K -2,150 -9%
Mariner
85
Mariner
Kansas
$633K -$14.3K -460 -2%
KWM
86
Kingsview Wealth Management
Oregon
$631K -$14K -448 -2%
UR
87
USCA RIA
Texas
$630K +$630K +20,233 New
PA
88
PFG Advisors
Arizona
$620K +$77.4K +2,614 +14%
Stifel Financial
89
Stifel Financial
Missouri
$619K +$368K +11,774 +146%
MCWS
90
McKinley Carter Wealth Services
West Virginia
$601K +$157K +5,049 +35%
VCM
91
Virtue Capital Management
Tennessee
$573K +$573K +18,412 New
AWM
92
Avior Wealth Management
Nebraska
$569K +$208K +6,668 +57%
GTAM
93
Global Trust Asset Management
Florida
$547K -$8.34K -268 -2%
TCM
94
Tradition Capital Management
New Jersey
$533K +$64.9K +2,087 +14%
TC
95
Truvestments Capital
Florida
$509K +$509K +16,348 New
TRCT
96
Tower Research Capital (TRC)
New York
$501K +$120K +3,854 +32%
RFC
97
Regions Financial Corp
Alabama
$485K – – –
BC
98
Burney Company
Virginia
$463K +$463K +14,863 New
AIS
99
American Investment Services
Massachusetts
$462K – – –
CAM
100
Concorde Asset Management
Michigan
$453K +$453K +14,552 New
2 3
4
5 6