SPYV icon

SPDR Portfolio S&P 500 Value ETF

36 hedge funds and large institutions have $80.4M invested in SPDR Portfolio S&P 500 Value ETF in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$20.9M 213,728 +177,633 +492%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20.9M 213,475 +158,836 +291%
Morgan Stanley
3
Morgan Stanley
New York
$5.78M 59,056 +4,454 +8%
LPL Financial
4
LPL Financial
California
$5.38M 54,933 +15,583 +40%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.54M 46,381 +46,381 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.04M 41,288 +1,768 +4%
BTS
7
BB&T Securities
Virginia
$2.4M 2,450 +1 +0%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.25M 23,040 -3,856 -14%
Bank of America
9
Bank of America
North Carolina
$2.2M 22,527 +2,562 +13%
RJA
10
Raymond James & Associates
Florida
$1.61M 16,492 -50 -0.3%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$1.48M 15,088 -756 -5%
Wells Fargo
12
Wells Fargo
California
$1.42M 14,502 -8,078 -36%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$973K 9,945 +5,204 +110%
ALA
14
Atherton Lane Advisers
California
$886K 9,050 +9,050 New
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$767K 7,836 +7,836 New
U
16
UBS
Switzerland
$710K 7,254 -501 -6%
FIM
17
Freedom Investment Management
Connecticut
$558K 5,700 -257 -4%
SG Americas Securities
18
SG Americas Securities
New York
$514K 5,256 -11,297 -68%
SI
19
Stephens Inc
Arkansas
$513K 5,240 +440 +9%
OIA
20
Optimum Investment Advisors
Illinois
$459K 4,690
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$453K 4,632 -150 -3%
RFC
22
Regions Financial Corp
Alabama
$382K 3,900
Jane Street
23
Jane Street
New York
$322K 3,294 +3,294 New
VKH
24
Virtu KCG Holdings
New York
$253K 2,585 +2,585 New
AF
25
Arrow Financial
New York
$215K 2,200 +2,200 New