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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 %
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$2.42M +$744K +23,641 +45%
PAG
77
Private Advisor Group
New Jersey
$2.41M +$139K +4,601 +6%
MML Investors Services
78
MML Investors Services
Massachusetts
$2.4M +$1.04M +34,508 +77%
MAS
79
Managed Account Services
Florida
$2.36M +$113K +3,617 +5%
SPIA
80
Steward Partners Investment Advisory
New York
$2.32M -$1.55M -51,092 -40%
FPIS
81
Financial Planning & Information Services
Wisconsin
$2.29M +$118K +3,908 +5%
BWFA
82
Baltimore-Washington Financial Advisors
Maryland
$2.24M +$370K +12,210 +20%
RFN
83
RDA Financial Network
Iowa
$2.24M +$2.24M +71,836 New
SB
84
Suntrust Banks
Georgia
$2.21M +$158K +5,815 +8%
MA
85
Mutual Advisors
Nebraska
$2.21M +$2.21M +72,813 New
AIC
86
Ameritas Investment Company
Nebraska
$2.14M +$1.13M +37,182 +111%
TW
87
Transform Wealth
Colorado
$2.03M -$3.88K -128 -0.2%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$2M +$1.71M +56,477 +593%
MSAM
89
Moloney Securities Asset Management
Missouri
$1.97M +$891K +29,435 +83%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$1.95M +$1.95M +64,262 New
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$1.85M -$118K -3,894 -6%
TCM
92
Tradition Capital Management
New Jersey
$1.84M +$974K +32,183 +113%
MFT
93
Moisand Fitzgerald Tamayo
Florida
$1.82M +$201K +6,649 +12%
OAM
94
Occidental Asset Management
California
$1.76M -$63K -2,080 -3%
Jane Street
95
Jane Street
New York
$1.69M +$1.69M +55,922 New
CIM
96
Corda Investment Management
Texas
$1.64M +$1.64M +54,016 New
SWP
97
Stratos Wealth Partners
Ohio
$1.63M +$33.5K +1,107 +2%
AF
98
Arrow Financial
New York
$1.61M -$1.36M -44,870 -46%
RJA
99
Raymond James & Associates
Florida
$1.59M +$475K +15,700 +43%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$1.49M +$337K +11,128 +29%
2 3
4
5 6