SPYV icon

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 %
FPIS
76
Financial Planning & Information Services
Wisconsin
$1.95M 71,821 +4,272 +6%
SB
77
Suntrust Banks
Georgia
$1.93M 75,399 +75,399 New
Invesco
78
Invesco
Georgia
$1.87M 68,915 +20,482 +42%
TW
79
Transform Wealth
Colorado
$1.83M 67,222 +1,333 +2%
SPC
80
Sigma Planning Corp
Michigan
$1.78M 65,565 -296 -0.4%
BWFA
81
Baltimore-Washington Financial Advisors
Maryland
$1.68M 61,913 +15,330 +33%
OAM
82
Occidental Asset Management
California
$1.63M 60,101 +5,790 +11%
FFA
83
Fragasso Financial Advisors
Pennsylvania
$1.59M 58,660 +58,660 New
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$1.54M 53,113 +20,052 +61%
MFT
85
Moisand Fitzgerald Tamayo
Florida
$1.46M 53,574 +7,866 +17%
SWP
86
Stratos Wealth Partners
Ohio
$1.44M 52,818 +27,519 +109%
PWM
87
Paulson Wealth Management
Illinois
$1.39M 48,600 -541 -1%
SMFS
88
Squar Milner Financial Services
California
$1.33M 48,808 +2,100 +4%
PFM
89
Phillips Financial Management
Indiana
$1.29M 47,598 -4,472 -9%
BC
90
Burney Company
Virginia
$1.29M 47,506 +32,643 +220%
AF
91
Advisornet Financial
Minnesota
$1.28M 47,236 -662 -1%
VBFP
92
Valtinson Bruner Financial Planning
Minnesota
$1.23M 45,299 +45,299 New
CCM
93
Context Capital Management
California
$1.22M 45,000 +45,000 New
MML Investors Services
94
MML Investors Services
Massachusetts
$1.22M 44,866 +7,773 +21%
BTS
95
BB&T Securities
Virginia
$1.14M 41,820 +20,181 +93%
TRCT
96
Tower Research Capital (TRC)
New York
$1.05M 38,598 +22,514 +140%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$1.03M 37,936 +10,234 +37%
XS
98
XR Securities
Illinois
$1M 36,818 +36,818 New
RJA
99
Raymond James & Associates
Florida
$998K 36,760 -2,062 -5%
LI
100
LVZ Inc
Michigan
$994K 36,586 +3,150 +9%
2 3
4
5 6