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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 %
TRCT
151
Tower Research Capital (TRC)
New York
$359K -$811K -26,757 -69%
SPC
152
Sigma Planning Corp
Michigan
$356K -$1.63M -53,799 -82%
SFSIG
153
San Francisco Sentry Investment Group
California
$356K +$1.42K +47 +0.4%
PWMG
154
Prestige Wealth Management Group
New Jersey
$350K +$8.95K +296 +3%
JPMPWA
155
J.P. Morgan Private Wealth Advisors
California
$342K +$1.79K +59 +0.5%
DG
156
Delek Group
Israel
$333K – – –
CAM
157
Concorde Asset Management
Michigan
$323K -$133K -4,411 -29%
CA
158
Cetera Advisors
Colorado
$321K +$35.1K +1,153 +12%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$319K +$273K +6,919 +596%
WP
160
WealthShield Partners
North Carolina
$307K +$32.8K +1,085 +12%
CCP
161
Corient Capital Partners
California
$286K -$710K -23,454 -71%
AFP
162
Ausdal Financial Partners
Iowa
$278K +$24.4K +806 +10%
VHAM
163
Van Hulzen Asset Management
California
$274K +$9.98K +330 +4%
KM
164
Kalos Management
Georgia
$272K -$68.5K -2,265 -20%
AIS
165
American Investment Services
Massachusetts
$270K +$270K +8,905 New
Millennium Management
166
Millennium Management
New York
$260K +$260K +8,572 New
VCM
167
Virtue Capital Management
Tennessee
$257K +$257K +8,485 New
SHJ
168
Sharkey, Howes & Javer
Colorado
$256K +$41.7K +1,376 +19%
Creative Planning
169
Creative Planning
Kansas
$256K +$256K +8,460 New
CC
170
Courier Capital
New York
$250K +$250K +8,252 New
ICMP
171
Integrated Capital Management (Pennsylvania)
Pennsylvania
$247K +$13.7K +450 +6%
LFG
172
LifePlan Financial Group
Ohio
$246K +$29.1K +962 +13%
TSS
173
Two Sigma Securities
New York
$242K +$242K +7,981 New
BCM
174
Brookstone Capital Management
Illinois
$230K +$230K +7,585 New
SFG
175
StrategIQ Financial Group
Indiana
$212K +$212K +6,997 New
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