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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 %
FAIM
101
Financial Advocates Investment Management
Washington
$447K +$67.1K +2,154 +18%
CPA
102
Clear Perspective Advisors
Illinois
$436K +$423K +13,592 +3,267%
HighTower Advisors
103
HighTower Advisors
Illinois
$428K -$3.96K -128 -0.9%
SFP
104
Shepherd Financial Partners
Massachusetts
$415K – – –
AF
105
Arrow Financial
New York
$412K – – –
AWA
106
Arete Wealth Advisors
Illinois
$412K +$20K +643 +5%
OIA
107
Optimum Investment Advisors
Illinois
$405K – – –
BA
108
BKS Advisors
Michigan
$392K +$72K +2,313 +22%
JSL
109
JT Stratford LLC
Georgia
$391K +$24K +770 +7%
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$384K +$88.8K +2,851 +30%
SFSIG
111
San Francisco Sentry Investment Group
California
$363K +$1.81K +58 +0.5%
NF
112
Nikulski Financial
Iowa
$363K +$363K +12,329 New
JPMPWA
113
J.P. Morgan Private Wealth Advisors
California
$341K +$341K +10,968 New
CCWA
114
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$340K +$340K +10,935 New
KM
115
Kalos Management
Georgia
$336K -$61K -1,966 -15%
FIM
116
Fernwood Investment Management
Massachusetts
$331K +$73.1K +2,345 +28%
SMC
117
Smith, Moore & Co
Missouri
$317K +$48.4K +1,557 +18%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$286K +$286K +9,186 New
AP
119
Advisor Partners
California
$278K +$278K +8,949 New
LNC
120
Lincoln National Corp
Pennsylvania
$262K – – –
AFP
121
Ausdal Financial Partners
Iowa
$259K -$371K -11,885 -59%
SHIM
122
Stone House Investment Management
Pennsylvania
$240K +$240K +7,707 New
IA
123
IndexIQ Advisors
New York
$228K +$225K +7,233 +6,458%
CIAS
124
Capital Investment Advisory Services
North Carolina
$222K +$222K +7,146 New
SHJ
125
Sharkey, Howes & Javer
Colorado
$220K +$220K +7,080 New
3 4
5
6 7