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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 %
SMG
101
Smart Money Group
Texas
$1.42M +$1.13M +37,194 +385%
VBFP
102
Valtinson Bruner Financial Planning
Minnesota
$1.36M -$10.8K -357 -0.8%
LI
103
LVZ Inc
Michigan
$1.36M +$253K +8,357 +23%
GWM
104
Geneos Wealth Management
Colorado
$1.36M +$438K +14,466 +48%
AF
105
Advisornet Financial
Minnesota
$1.27M -$163K -5,385 -11%
IB
106
Intrust Bank
Kansas
$1.22M +$138K +4,572 +13%
CB
107
Community Bank
New York
$1.19M +$276K +9,120 +30%
AI
108
Atria Investments
North Carolina
$1.19M -$1.06M -35,033 -47%
AC
109
Alexandria Capital
Virginia
$1.1M +$173K +5,700 +19%
CCM
110
Condor Capital Management
New Jersey
$1.09M +$115K +3,806 +12%
PFM
111
Phillips Financial Management
Indiana
$1.05M -$408K -13,295 -28%
EGA
112
E&G Advisors
Texas
$1.01M +$41.5K +1,369 +4%
RIM
113
Redwood Investment Management
Arizona
$1.01M +$783K +25,866 +343%
ACG
114
Allen Capital Group
Nebraska
$991K +$5.81K +192 +0.6%
RFA
115
Reilly Financial Advisors
California
$991K +$130K +4,298 +15%
MIAN
116
Mariner Independent Advisor Network
Kansas
$982K -$4.6M -150,832 -82%
AWA
117
Arete Wealth Advisors
Illinois
$973K +$175K +5,779 +22%
AWM
118
Avior Wealth Management
Nebraska
$964K +$246K +8,123 +34%
SRSA
119
S.R. Schill & Associates
Washington
$916K +$655K +21,656 +252%
KWM
120
Kingsview Wealth Management
Oregon
$908K – – –
UR
121
USCA RIA
Texas
$880K -$69.7K -2,302 -7%
Stifel Financial
122
Stifel Financial
Missouri
$830K +$38.4K +1,268 +5%
GTAM
123
Global Trust Asset Management
Florida
$828K +$206K +6,815 +33%
CAGAS
124
Capital Advisory Group Advisory Services
Minnesota
$794K +$10.4K +342 +1%
WWM
125
Western Wealth Management
Colorado
$771K -$85.4K -2,819 -10%
3 4
5
6 7