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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

48 hedge funds and large institutions have $81.4M invested in SPDR Portfolio S&P 500 Value ETF in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
17
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$7.72M
2
Bank of America
2
Bank of America
North Carolina
$21M
3
LPL Financial
3
LPL Financial
California
$4.46M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.89M
5
Wells Fargo
5
Wells Fargo
California
$3.53M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$9.27M
3
GWM
3
Geneos Wealth Management
Colorado
$72K
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.64M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.64M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$21M 203,877 +9,767 +5%
Morgan Stanley
2
Morgan Stanley
New York
$9.27M 90,054 -9,074 -9%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$7.72M 75,345 +23,860 +46%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.48M 62,937 +2,548 +4%
TW
5
Transform Wealth
Colorado
$5.62M 54,558 +1,717 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.89M 47,521 +4,582 +11%
LPL Financial
7
LPL Financial
California
$4.46M 43,803 +9,807 +29%
Wells Fargo
8
Wells Fargo
California
$3.53M 34,250 +3,566 +12%
UBS Group
9
UBS Group
Switzerland
$2.22M 21,544 +2,089 +11%
SPC
10
Sigma Planning Corp
Michigan
$1.82M 17,655 +526 +3%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.64M 15,920 -1,940 -11%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.64M 15,894 -724 -4%
RJA
13
Raymond James & Associates
Florida
$1.42M 13,790 -266 -2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.32M 12,813 +1,615 +14%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.09M 10,550 -625 -6%
FIM
16
Freedom Investment Management
Connecticut
$1.04M 10,124 +2,010 +25%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$829K 8,058 -64 -0.8%
SI
18
Stephens Inc
Arkansas
$657K 6,385 – –
OIA
19
Optimum Investment Advisors
Illinois
$440K 4,275 – –
RFC
20
Regions Financial Corp
Alabama
$401K 3,900 – –
AF
21
Arrow Financial
New York
$401K 3,891 – –
KM
22
Kalos Management
Georgia
$375K 3,645 -399 -10%
IA
23
IFP Advisors
Florida
$362K 3,513 +169 +5%
AFP
24
Ausdal Financial Partners
Iowa
$350K 3,403 +3,403 New
SFSIG
25
San Francisco Sentry Investment Group
California
$299K 2,900 +2,900 New
1
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