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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 %
GIA
176
GHP Investment Advisors
Colorado
$210K +$210K +6,947 New
AA
177
Alesco Advisors
New York
$208K +$208K +6,867 New
TC
178
Truvestments Capital
Florida
$204K +$204K +6,729 New
GFPC
179
Global Financial Private Capital
Florida
$201K +$201K +6,645 New
JFA
180
JNBA Financial Advisors
Minnesota
$197K +$146K +4,820 +287%
FHA
181
Flagship Harbor Advisors
Massachusetts
$175K – – –
William Blair & Company
182
William Blair & Company
Illinois
$164K – – –
IA
183
IFP Advisors
Florida
$155K -$2.93M -96,028 -95%
VNA
184
Valley National Advisers
Pennsylvania
$132K – – –
APA
185
American Portfolios Advisors
New York
$131K +$21.2K +700 +19%
ESB
186
Essex Savings Bank
Connecticut
$120K -$25.8K -854 -18%
WAM
187
Wealthspire Advisors (Maryland)
Maryland
$104K – – –
NWM
188
Northwest Wealth Management
Iowa
$92K +$92K +3,025 New
CFD
189
Creative Financial Designs
Indiana
$84K +$31.8K +1,046 +61%
PFGIA
190
Patriot Financial Group Insurance Agency
Massachusetts
$82K +$16K +527 +24%
OIA
191
OneDigital Investment Advisors
Kansas
$80K +$6.5K +215 +9%
RIA
192
Realta Investment Advisors
Delaware
$74K +$74K +2,415 New
CDIA
193
Capital Directions Investment Advisors
Georgia
$65K +$60 +2 +0.1%
APSP
194
Asset Planning Services (Pennsylvania)
Pennsylvania
$64K +$363 +12 +0.6%
S
195
SignatureFD
Georgia
$58K +$48.4K +1,605 +502%
GEA
196
Glen Eagle Advisors
New Jersey
$50K +$43K +1,420 +617%
SHIM
197
Stone House Investment Management
Pennsylvania
$46K -$195K -6,412 -81%
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$37K +$18.6K +624 +102%
GSWM
199
Golden State Wealth Management
California
$31K +$31K +1,014 New
OSNBOA
200
Old Second National Bank of Aurora
Illinois
$30K +$1.21K +40 +4%
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8
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