SPYV icon

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 %
PSUF
76
People's United Financial
Connecticut
$2.99M +$2.45M +78,395 +457%
SPIA
77
Steward Partners Investment Advisory
New York
$2.82M +$421K +13,467 +18%
PWAG
78
Polaris Wealth Advisory Group
California
$2.75M +$42.2K +1,340 +2%
PAG
79
Private Advisor Group
New Jersey
$2.7M +$217K +6,952 +9%
MAS
80
Managed Account Services
Florida
$2.61M +$207K +6,513 +9%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$2.61M +$599K +19,159 +30%
BWFA
82
Baltimore-Washington Financial Advisors
Maryland
$2.55M +$235K +7,516 +10%
LA
83
LexAurum Advisors
Kansas
$2.54M +$2.54M +81,203 New
MA
84
Mutual Advisors
Nebraska
$2.49M +$212K +6,778 +9%
FPIS
85
Financial Planning & Information Services
Wisconsin
$2.44M +$70.1K +2,241 +3%
SRSA
86
S.R. Schill & Associates
Washington
$2.4M +$1.46M +46,538 +154%
BlackRock
87
BlackRock
New York
$2.38M +$2.36M +75,471 +15,155%
MWPCG
88
Measured Wealth Private Client Group
New Hampshire
$2.36M +$2.36M +75,588 New
LJAC
89
L.J. Altfest & Co
New York
$2.35M -$570K -18,221 -20%
RFN
90
RDA Financial Network
Iowa
$2.34M +$73.7K +2,334 +3%
SB
91
Suntrust Banks
Georgia
$2.3M +$95.3K +3,508 +4%
TW
92
Transform Wealth
Colorado
$2.11M +$13.1K +420 +0.6%
RIM
93
Redwood Investment Management
Arizona
$2.04M +$998K +31,914 +96%
SMFS
94
Squar Milner Financial Services
California
$2.03M -$765K -24,457 -27%
OAM
95
Occidental Asset Management
California
$2.01M +$195K +6,236 +11%
Goldman Sachs
96
Goldman Sachs
New York
$2M -$14M -449,046 -88%
TAM
97
Tradition Asset Management
Virginia
$1.98M +$1.98M +63,334 New
MSAM
98
Moloney Securities Asset Management
Missouri
$1.97M -$65.1K -2,080 -3%
CIM
99
Corda Investment Management
Texas
$1.91M +$222K +7,097 +13%
MFT
100
Moisand Fitzgerald Tamayo
Florida
$1.9M +$15.2K +486 +0.8%
2 3
4
5 6