SPYV icon

SPDR Portfolio S&P 500 Value ETF

136 hedge funds and large institutions have $782M invested in SPDR Portfolio S&P 500 Value ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 65 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+34
Holders Change %
+33.33%
% of All Funds
3.12%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.23%
New
43
Increased
65
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$112M +$112M +3,797,621 +5,584,737%
HI
2
Horizon Investments
North Carolina
$111M +$111M +3,766,997 New
VA
3
Valmark Advisers
Ohio
$109M +$109M +3,721,769 New
BCI
4
Brinker Capital Investments
Pennsylvania
$35.8M +$27.5M +936,699 +334%
Bank of America
5
Bank of America
North Carolina
$32.5M +$2.23M +75,771 +7%
LPL Financial
6
LPL Financial
California
$25.9M +$20.5M +696,933 +379%
FWM
7
Focused Wealth Management
New York
$25.1M +$25.1M +853,438 New
FFG
8
Ford Financial Group
California
$23.1M +$3.82M +130,067 +20%
IWA
9
Inspirion Wealth Advisors
Illinois
$22.3M +$22.3M +759,826 New
PI
10
PFS Investments
Georgia
$21.6M +$21.6M +729,862 New
AIA
11
Allegis Investment Advisors
Idaho
$20.4M +$3.43M +116,523 +20%
Morgan Stanley
12
Morgan Stanley
New York
$19M +$5.21M +177,346 +38%
LFS
13
Lutz Financial Services
Nebraska
$16M +$2.95M +100,498 +23%
NA
14
Nottingham Advisors
New York
$13.8M +$13M +426,182 +1,737%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$9.86M +$3.96M +135,783 +67%
JWM
16
Jackson Wealth Management
Florida
$9.15M +$159K +5,397 +2%
FFS
17
Founders Financial Securities
Maryland
$8.92M +$8.92M +303,241 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$8.54M +$745K +25,346 +10%
ACM
19
AlphaStar Capital Management
North Carolina
$7.55M +$4.75M +161,606 +170%
SB
20
Suntrust Banks
Georgia
$7.55M +$1.7M +14,741 +29%
WI
21
WrapManager Inc
California
$6.89M +$6.89M +234,461 New
Wells Fargo
22
Wells Fargo
California
$6.55M +$624K +21,230 +11%
UCFA
23
United Capital Financial Advisors
Texas
$6.38M +$526K +17,894 +9%
FNT
24
First National Trust
Pennsylvania
$5.69M +$1.79M +60,873 +46%
Ameriprise
25
Ameriprise
Minnesota
$5.31M +$2.89M +98,273 +119%