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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
UBS Group
Switzerland
$43.4M
2
AssetMark Inc
AssetMark Inc
California
$19.7M
3
AI
Accredited Investors
Minnesota
$13.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.3M
5
LPL Financial
LPL Financial
California
$41.5M

Top Sellers

1
HI
Horizon Investments
North Carolina
$0
2
PI
PFS Investments
Georgia
$0
3
SB
Suntrust Banks
Georgia
$0
4
VA
Valmark Advisers
Ohio
$260M
5
FFS
Founders Financial Securities
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
126
One Capital Management
California
$214K -$1.37K -44 -0.6%
RIM
127
Redwood Investment Management
Arizona
$203K +$203K +6,509 New
WP
128
WealthShield Partners
North Carolina
$168K +$12K +386 +8%
FHA
129
Flagship Harbor Advisors
Massachusetts
$163K – – –
BAM
130
Belpointe Asset Management
Nevada
$163K +$163K +5,244 New
LFG
131
LifePlan Financial Group
Ohio
$161K +$22K +707 +16%
VNA
132
Valley National Advisers
Pennsylvania
$135K – – –
APA
133
American Portfolios Advisors
New York
$78.2K – – –
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$71K -$2.74M -87,613 -97%
CDIA
135
Capital Directions Investment Advisors
Georgia
$67K +$67K +2,155 New
APSP
136
Asset Planning Services (Pennsylvania)
Pennsylvania
$64K +$460 +15 +0.7%
Citigroup
137
Citigroup
New York
$56K +$43.6K +1,413 +353%
CFD
138
Creative Financial Designs
Indiana
$51K +$48.7K +1,565 +2,087%
WWM
139
Wagner Wealth Management
South Carolina
$43K +$308 +10 +0.7%
SIS
140
Sound Income Strategies
Florida
$26K +$189 +6 +0.7%
TIM
141
Tortoise Investment Management
New York
$25K +$25K +800 New
SWM
142
SeaCrest Wealth Management
New York
$24K +$24K +786 New
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$23K -$5.4K -175 -19%
ADL
144
Asset Dedication LLC
California
$23K +$23K +737 New
CAGAS
145
Capital Advisory Group Advisory Services
Minnesota
$22K – – –
JCM
146
Jacobi Capital Management
Pennsylvania
$22K +$185 +6 +0.8%
WEC
147
Winslow Evans & Crocker
Massachusetts
$22K +$22K +646 New
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$19K -$112K -3,629 -86%
FGAM
149
Financial Gravity Asset Management
Texas
$19K -$8.72K -294 -31%
KJWM
150
Kiley Juergens Wealth Management
Washington
$15K – – –
4 5
6
7 8