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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 %
ESB
176
Essex Savings Bank
Connecticut
$131K +$131K +4,826 New
VNA
177
Valley National Advisers
Pennsylvania
$118K – – –
RCAG
178
Rehmann Capital Advisory Group
Michigan
$111K +$111K +4,096 New
APA
179
American Portfolios Advisors
New York
$98.4K +$30.1K +1,110 +44%
WAM
180
Wealthspire Advisors (Maryland)
Maryland
$94K +$94K +3,449 New
CIAS
181
Capital Investment Advisory Services
North Carolina
$84K -$111K -4,061 -57%
MOS
182
MGO One Seven
Ohio
$81K +$81K +3,000 New
OIA
183
OneDigital Investment Advisors
Kansas
$66K +$66K +2,430 New
W
184
WealthOne
New York
$66K +$66K +2,448 New
CDIA
185
Capital Directions Investment Advisors
Georgia
$59K +$55 +2 +0.1%
PFGIA
186
Patriot Financial Group Insurance Agency
Massachusetts
$59K +$54K +1,994 +1,072%
APSP
187
Asset Planning Services (Pennsylvania)
Pennsylvania
$57K +$461 +17 +0.8%
CAL
188
Capital Analysts LLC
Pennsylvania
$52K +$52K +1,920 New
CFD
189
Creative Financial Designs
Indiana
$47K +$2.11K +77 +5%
MIM
190
Macroview Investment Management
Maryland
$46K +$46K +1,681 New
JFA
191
JNBA Financial Advisors
Minnesota
$46K +$46K +1,682 New
FDCDDQ
192
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.4K +$39.4K +1,450 New
Simplex Trading
193
Simplex Trading
Illinois
$37K +$37K +1,394 New
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$32K -$30.5K -1,108 -49%
TIM
195
Tortoise Investment Management
New York
$26K +$4.56K +170 +21%
OSNBOA
196
Old Second National Bank of Aurora
Illinois
$26K +$16.6K +606 +177%
SIS
197
Sound Income Strategies
Florida
$23K +$194 +7 +0.8%
CFGS
198
Concourse Financial Group Securities
Alabama
$22K +$15.3K +582 +230%
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$20K – – –
JCM
200
Jacobi Capital Management
Pennsylvania
$20K +$139 +5 +0.7%
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8
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