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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 %
KM
151
Kalos Management
Georgia
$306K +$11.7K +431 +4%
PWMG
152
Prestige Wealth Management Group
New Jersey
$306K +$306K +11,282 New
JPMPWA
153
J.P. Morgan Private Wealth Advisors
California
$305K +$7.09K +261 +2%
FIM
154
Fernwood Investment Management
Massachusetts
$288K – – –
SMG
155
Smart Money Group
Texas
$263K +$263K +9,669 New
SFS
156
Sowell Financial Services
Arkansas
$261K +$261K +9,604 New
Fidelity Investments
157
Fidelity Investments
Massachusetts
$258K +$9K +332 +4%
CA
158
Cetera Advisors
Colorado
$256K -$399K -14,656 -61%
SS
159
Simplicity Solutions
Minnesota
$255K +$255K +9,417 New
MD
160
Money Design
Japan
$251K +$251K +9,250 New
WP
161
WealthShield Partners
North Carolina
$246K +$99.4K +3,664 +68%
VHAM
162
Van Hulzen Asset Management
California
$237K +$237K +8,735 New
SRSA
163
S.R. Schill & Associates
Washington
$234K +$234K +8,608 New
PSUF
164
People's United Financial
Connecticut
$232K +$232K +8,541 New
LNC
165
Lincoln National Corp
Pennsylvania
$228K – – –
AFP
166
Ausdal Financial Partners
Iowa
$227K +$1.6K +59 +0.7%
SHIM
167
Stone House Investment Management
Pennsylvania
$215K +$5.89K +217 +3%
ICMP
168
Integrated Capital Management (Pennsylvania)
Pennsylvania
$208K +$208K +7,693 New
RIM
169
Redwood Investment Management
Arizona
$205K +$28K +1,029 +16%
LFG
170
LifePlan Financial Group
Ohio
$195K +$54.2K +1,989 +38%
SHJ
171
Sharkey, Howes & Javer
Colorado
$192K – – –
RFM
172
Royal Fund Management
Florida
$166K +$166K +6,126 New
FHA
173
Flagship Harbor Advisors
Massachusetts
$157K +$16.2K +600 +12%
William Blair & Company
174
William Blair & Company
Illinois
$147K +$147K +5,400 New
TWA
175
TCI Wealth Advisors
Arizona
$143K +$141K +5,183 +6,820%
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7
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