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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 %
IA
101
IndexIQ Advisors
New York
$986K 36,302 +28,957 +394%
IB
102
Intrust Bank
Kansas
$971K 35,767 +35,767 New
MSAM
103
Moloney Securities Asset Management
Missouri
$968K 35,627 +4,628 +15%
ACG
104
Allen Capital Group
Nebraska
$945K 32,548 +4,747 +17%
AIC
105
Ameritas Investment Company
Nebraska
$913K 33,618 +33,618 New
CCP
106
Corient Capital Partners
California
$894K 32,902 +32,902 New
FFA
107
First Foundation Advisors
California
$877K 32,295 +32,295 New
CCM
108
Condor Capital Management
New Jersey
$876K 32,266 +6,367 +25%
EGA
109
E&G Advisors
Texas
$872K 32,116 +4,469 +16%
WCM
110
Weatherstone Capital Management
Colorado
$865K 27,801 +27,801 New
UR
111
USCA RIA
Texas
$852K 31,375 +11,142 +55%
FM
112
Family Management
New York
$852K 31,366 +31,366 New
AC
113
Alexandria Capital
Virginia
$827K 30,466 +30,466 New
CB
114
Community Bank
New York
$824K 30,335 +5,050 +20%
GWM
115
Geneos Wealth Management
Colorado
$819K 30,397 +4,856 +19%
KWM
116
Kingsview Wealth Management
Oregon
$815K 29,994 +9,732 +48%
TCM
117
Tradition Capital Management
New Jersey
$774K 28,524 +11,372 +66%
RFA
118
Reilly Financial Advisors
California
$772K 28,427 +1,069 +4%
WWM
119
Western Wealth Management
Colorado
$767K 28,269 +28,269 New
AWA
120
Arete Wealth Advisors
Illinois
$716K 26,364 +13,136 +99%
Stifel Financial
121
Stifel Financial
Missouri
$708K 26,118 +6,297 +32%
CAGAS
122
Capital Advisory Group Advisory Services
Minnesota
$698K 25,792 +25,075 +3,497%
PA
123
PFG Advisors
Arizona
$695K 23,321 +2,390 +11%
CCMG
124
Clark Capital Management Group
Pennsylvania
$685K 25,220 +25,220 New
Citadel Advisors
125
Citadel Advisors
Florida
$675K 24,859 +24,859 New
3 4
5
6 7