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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.

New
Increased
Maintained
Reduced
Closed
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
Horizon Investments
North Carolina
$202M
2
PI
PFS Investments
Georgia
$76.7M
3
BL
Balentine LLC
Georgia
$62.6M
4
AF
Allworth Financial
California
$60.4M
5
PPA
Parametric Portfolio Associates
Washington
$56.3M

Top Sellers

1
FFG
Ford Financial Group
California
$22.3M
2
ACM
AlphaStar Capital Management
North Carolina
$11.4M
3
Jane Street
Jane Street
New York
$0
4
AWM
Altium Wealth Management
New York
$9.3M
5
KFA
Kays Financial Advisory
Georgia
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
Avior Wealth Management
Nebraska
$644K +$148K +5,465 +30%
CWM
127
Cahaba Wealth Management
Georgia
$570K +$570K +21,015 New
GTAM
128
Global Trust Asset Management
Florida
$557K +$79.6K +2,930 +17%
Principal Financial Group
129
Principal Financial Group
Iowa
$556K +$556K +20,474 New
MCWS
130
McKinley Carter Wealth Services
West Virginia
$553K +$28.8K +1,062 +6%
BA
131
BKS Advisors
Michigan
$536K +$194K +7,126 +57%
Bank of New York Mellon
132
Bank of New York Mellon
New York
$535K -$234K -8,622 -30%
CPA
133
Clear Perspective Advisors
Illinois
$468K +$87.5K +3,222 +23%
SFP
134
Shepherd Financial Partners
Massachusetts
$464K +$83.8K +3,088 +22%
RFC
135
Regions Financial Corp
Alabama
$424K – – –
SCM
136
Stonehearth Capital Management
Massachusetts
$421K +$421K +15,495 New
CAM
137
Concorde Asset Management
Michigan
$409K +$14.7K +541 +4%
FAIM
138
Financial Advocates Investment Management
Washington
$386K -$4.27K -157 -1%
AFA
139
Arlington Financial Advisors
California
$356K +$356K +13,110 New
HighTower Advisors
140
HighTower Advisors
Illinois
$353K -$20.7K -766 -6%
OIA
141
Optimum Investment Advisors
Illinois
$353K – – –
WP
142
WealthSource Partners
California
$351K -$488K -17,989 -58%
JSL
143
JT Stratford LLC
Georgia
$347K +$6.27K +231 +2%
NF
144
Nikulski Financial
Iowa
$337K +$2.33K +86 +0.7%
CA
145
Clearstead Advisors
Ohio
$335K +$335K +12,332 New
OMC
146
Old Mission Capital
Illinois
$331K +$331K +12,197 New
DWM
147
Doyle Wealth Management
Florida
$329K +$329K +12,129 New
DG
148
Delek Group
Israel
$320K -$470K -16,246 -60%
SFSIG
149
San Francisco Sentry Investment Group
California
$318K +$1.76K +65 +0.6%
RIA
150
Regal Investment Advisors
Michigan
$307K +$307K +11,313 New
4 5
6
7 8