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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

25 hedge funds and large institutions have $32M invested in State Street SPDR Portfolio S&P 500 Value ETF in 2013 Q2 according to their latest regulatory filings, with 25 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

82.7% more ownership

Funds ownership: 0% → 82.7% (+83%)

Holders
25
Holders Change
+25
Holders Change %
–
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
1
SG Americas Securities
New York
$12.1M +$12.2M +590,656 New
Morgan Stanley
2
Morgan Stanley
New York
$3.98M +$3.99M +194,000 New
U
3
UBS
Switzerland
$3.46M +$3.46M +168,328 New
LPL Financial
4
LPL Financial
California
$2M +$2M +97,124 New
State Street
5
State Street
Massachusetts
$1.55M +$1.55M +75,476 New
Bank of America
6
Bank of America
North Carolina
$1.51M +$1.51M +73,628 New
RJA
7
Raymond James & Associates
Florida
$1.3M +$1.3M +63,224 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.17M +$1.17M +56,824 New
JP Morgan Chase
9
JP Morgan Chase
New York
$864K +$865K +42,060 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$662K +$663K +32,224 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$625K +$626K +30,420 New
FIM
12
Freedom Investment Management
Connecticut
$544K +$545K +26,496 New
Wells Fargo
13
Wells Fargo
California
$515K +$516K +25,060 New
PI
14
Placemark Investments
Illinois
$431K +$432K +21,012 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$353K +$354K +17,188 New
RFC
16
Regions Financial Corp
Alabama
$320K +$321K +15,600 New
Goldman Sachs
17
Goldman Sachs
New York
$297K +$298K +14,472 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$134K +$134K +6,524 New
TAIM
19
TD Ameritrade Investment Management
Nebraska
$41K +$40.7K +1,980 New
CDIA
20
Capital Directions Investment Advisors
Georgia
$35K +$35.1K +1,708 New
US Bancorp
21
US Bancorp
Minnesota
$25K +$24.7K +1,200 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$21K +$20.7K +1,004 New
S
23
SignatureFD
Georgia
$7K +$6.58K +320 New
MFS
24
MSI Financial Services
Massachusetts
$6K +$5.76K +280 New
BTS
25
BB&T Securities
Virginia
$2.96K +$297K +14,420 New

SPYV Hedge Fund Activity: Q2 2013 in Review

25 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q2 2013, worth a combined $32M.

Buyers outnumbered sellers: 25 funds opened new SPYV positions and 0 closed out — a net gain of 25 holders — while 0 added to existing stakes and 0 trimmed.

  • 25 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $32M of State Street SPDR Portfolio S&P 500 Value ETF stock for Q2 2013.
  • 25 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q2 2013 and 0 closed out, a net change of +25 holders.

Based on aggregated 13F filings for Q2 2013.