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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 %
WCM
201
WealthBridge Capital Management
Ohio
$30K +$30K +975 New
TIM
202
Tortoise Investment Management
New York
$29K +$89 +3 +0.3%
CIAS
203
Capital Investment Advisory Services
North Carolina
$27K -$65.3K -2,183 -71%
RCAG
204
Rehmann Capital Advisory Group
Michigan
$26.3K -$94.7K -3,206 -78%
CFGS
205
Concourse Financial Group Securities
Alabama
$25K +$60 +2 +0.2%
SIS
206
Sound Income Strategies
Florida
$25K +$150 +5 +0.6%
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$23K – – –
ADL
208
Asset Dedication LLC
California
$23K +$23K +737 New
JCM
209
Jacobi Capital Management
Pennsylvania
$22K +$152 +5 +0.7%
WEC
210
Winslow Evans & Crocker
Massachusetts
$20K +$10K +320 +100%
MIM
211
Macroview Investment Management
Maryland
$19K -$30.7K -1,039 -62%
FGAM
212
Financial Gravity Asset Management
Texas
$16K +$16K +529 New
BlackRock
213
BlackRock
New York
$15K +$12.7K +421 +547%
PA
214
Parallel Advisors
California
$14K +$7.87K +257 +129%
NFG
215
Next Financial Group
Texas
$11K -$9.67K -305 -47%
NFH
216
NEXT Financial Holdings
Texas
$11K +$11K +347 New
CAL
217
Capital Analysts LLC
Pennsylvania
$7K -$50.2K -1,685 -88%
Citigroup
218
Citigroup
New York
$6K – – –
CIM
219
Cambria Investment Management
California
$6K +$6K +211 New
SWM
220
SeaCrest Wealth Management
New York
$5K – – –
BFC
221
Bedel Financial Consulting
Indiana
$5K +$30 +1 +0.6%
SEI Investments
222
SEI Investments
Pennsylvania
$4K -$167 -5 -4%
FANJ
223
Financial Architects (New Jersey)
New Jersey
$4K – – –
CFN
224
Cordasco Financial Network
Florida
$4K – – –
TA
225
TCG Advisors
Texas
$4K +$4K +120 New
7 8
9
10 11