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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

236 hedge funds and large institutions have $2.11B invested in SPDR Portfolio S&P 500 Value ETF in 2019 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 119 increasing their positions, 65 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+3
Holders Change %
+1.29%
% of All Funds
5.13%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.78%
New
27
Increased
119
Reduced
65
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BL
Balentine LLC
Georgia
+$43.6M
2
PPA
Parametric Portfolio Associates
Washington
+$39M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$29M
4
PI
PFS Investments
Georgia
+$22.2M
5
HI
Horizon Investments
North Carolina
+$15.6M

Top Sellers

1
JWM
Jackson Wealth Management
Florida
-$15.5M
2
Goldman Sachs
Goldman Sachs
New York
-$14M
3
CWSR
Chessman Wealth Strategies RIA
Texas
-$13.8M
4
BTS
BB&T Securities
Virginia
-$12.2M
5
BCI
Brinker Capital Investments
Pennsylvania
-$6.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
151
Bank of New York Mellon
New York
$480K -$35.7K -1,140 -7%
SCM
152
Stonehearth Capital Management
Massachusetts
$479K -$6.14K -196 -1%
LNC
153
Lincoln National Corp
Pennsylvania
$451K – – –
KM
154
Kalos Management
Georgia
$437K +$181K +6,384 +71%
BCM
155
Brookstone Capital Management
Illinois
$430K +$193K +6,161 +81%
ONB
156
Old National Bancorp
Indiana
$428K +$428K +13,669 New
CC
157
Courier Capital
New York
$426K +$168K +5,371 +65%
OIA
158
Optimum Investment Advisors
Illinois
$407K – – –
AIS
159
American Investment Services
Massachusetts
$393K +$114K +3,653 +41%
VHAM
160
Van Hulzen Asset Management
California
$374K +$90.1K +2,876 +32%
RIA
161
Regal Investment Advisors
Michigan
$371K -$2.85K -91 -0.8%
SFSIG
162
San Francisco Sentry Investment Group
California
$370K +$1.66K +53 +0.5%
GIA
163
GHP Investment Advisors
Colorado
$361K +$144K +4,596 +66%
SPC
164
Sigma Planning Corp
Michigan
$357K -$10.8K -344 -3%
DAS
165
Dynamic Advisor Solutions
Arizona
$357K +$357K +11,409 New
JPMPWA
166
J.P. Morgan Private Wealth Advisors
California
$356K +$3.28K +105 +0.9%
PWMG
167
Prestige Wealth Management Group
New Jersey
$342K -$19.8K -634 -5%
CAM
168
Concorde Asset Management
Michigan
$333K -$750 -24 -0.2%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$319K – – –
PWM
170
Paulson Wealth Management
Illinois
$311K -$169K -5,293 -35%
AIC
171
Ameritas Investment Company
Nebraska
$310K -$1.9M -60,874 -86%
AWM
172
AE Wealth Management
Kansas
$297K +$297K +9,484 New
CCP
173
Corient Capital Partners
California
$296K – – –
AFP
174
Ausdal Financial Partners
Iowa
$295K +$257 +8 +0.1%
TC
175
Truvestments Capital
Florida
$270K +$59.6K +1,905 +28%
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