SPYV icon

SPDR Portfolio S&P 500 Value ETF

39 hedge funds and large institutions have $104M invested in SPDR Portfolio S&P 500 Value ETF in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 5 closing their positions.

Holders
39
Holders Change
Holders Change %
0%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$32.4M 319,155 +30,826 +11%
UCFA
2
United Capital Financial Advisors
Texas
$29.3M 288,087 +21,849 +8%
LPL Financial
3
LPL Financial
California
$8.17M 80,453 +12,518 +18%
Morgan Stanley
4
Morgan Stanley
New York
$6.59M 64,890 +4,327 +7%
Wells Fargo
5
Wells Fargo
California
$4.67M 45,995 +29,546 +180%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.29M 42,280 +758 +2%
Bank of America
7
Bank of America
North Carolina
$2.44M 24,033 +745 +3%
BTS
8
BB&T Securities
Virginia
$2.04M 2,011 -393 -16%
UBS Group
9
UBS Group
Switzerland
$1.7M 16,781 +16,781 New
RJA
10
Raymond James & Associates
Florida
$1.66M 16,359 -68 -0.4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.62M 15,900 -45,827 -74%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$1.58M 15,566 +4,295 +38%
ALA
13
Atherton Lane Advisers
California
$1.03M 10,160 -270 -3%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$835K 8,218 +7,886 +2,375%
FIM
15
Freedom Investment Management
Connecticut
$646K 6,361 +298 +5%
FAAS
16
First Allied Advisory Services
California
$556K 5,453 +5,453 New
SI
17
Stephens Inc
Arkansas
$533K 5,250 +10 +0.2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$520K 5,117 +484 +10%
OIA
19
Optimum Investment Advisors
Illinois
$476K 4,690
PI
20
Placemark Investments
Illinois
$436K 4,295 -4,455 -51%
SPC
21
Sigma Planning Corp
Michigan
$402K 3,960 +3,960 New
RFC
22
Regions Financial Corp
Alabama
$396K 3,900
VAM
23
Verity Asset Management
North Carolina
$299K 2,946 +476 +19%
AF
24
Arrow Financial
New York
$244K 2,405
LNC
25
Lincoln National Corp
Pennsylvania
$213K 2,100