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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

155 hedge funds and large institutions have $803M invested in SPDR Portfolio S&P 500 Value ETF in 2018 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+19
Holders Change %
+13.97%
% of All Funds
3.55%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.28%
New
32
Increased
75
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
Valmark Advisers
Ohio
$254M
2
AA
Advisory Alpha
Michigan
$16.6M
3
FFG
Ford Financial Group
California
$40M
4
KFA
Kays Financial Advisory
Georgia
$10.8M
5
Morgan Stanley
Morgan Stanley
New York
$27.7M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$23K
2
HI
Horizon Investments
North Carolina
$43.2M
3
PI
PFS Investments
Georgia
$16.9M
4
FFS
Founders Financial Securities
Maryland
$4.99M
5
FWM
Focused Wealth Management
New York
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
126
Wagner Wealth Management
South Carolina
$41K +$266 +9 +0.7%
FGAM
127
Financial Gravity Asset Management
Texas
$29K +$2.79K +90 +11%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$27K +$4.87K +166 +22%
GBBWRPM
129
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$24K +$407 +14 +2%
SIS
130
Sound Income Strategies
Florida
$24K +$24K +818 New
AssetMark Inc
131
AssetMark Inc
California
$23K -$113M -3,796,916 -100%
JCM
132
Jacobi Capital Management
Pennsylvania
$21K +$712 +24 +4%
CAGAS
133
Capital Advisory Group Advisory Services
Minnesota
$21K +$21K +717 New
US Bancorp
134
US Bancorp
Minnesota
$19K – – –
CIBC Private Wealth Group
135
CIBC Private Wealth Group
Georgia
$18K – – –
KJWM
136
Kiley Juergens Wealth Management
Washington
$14K +$14K +484 New
Citigroup
137
Citigroup
New York
$12K – – –
CPA
138
Clear Perspective Advisors
Illinois
$12K +$11.2K +388 +1,386%
ASN
139
Advisory Services Network
Georgia
$12K +$12K +393 New
OSNBOA
140
Old Second National Bank of Aurora
Illinois
$10K +$117 +4 +1%
S
141
SignatureFD
Georgia
$9K – – –
STA
142
Summit Trail Advisors
New York
$9K +$9K +300 New
PA
143
Parallel Advisors
California
$5K – – –
Simplex Trading
144
Simplex Trading
Illinois
$5K +$5K +179 New
WC
145
Whitney & Co
New York
$5K +$5K +185 New
FANJ
146
Financial Architects (New Jersey)
New Jersey
$4K – – –
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$4K +$4K +145 New
ACA
148
Atlas Capital Advisors
Wyoming
$3.66K – – –
BlackRock
149
BlackRock
New York
$3K – – –
IA
150
IndexIQ Advisors
New York
$3K +$3K +112 New
3 4 5
6
7