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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

171 hedge funds and large institutions have $935M invested in SPDR Portfolio S&P 500 Value ETF in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 32 reducing their positions, and 17 closing their positions.

Holders
171
Holders Change
+16
Holders Change %
+10.32%
% of All Funds
3.92%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
33
Increased
85
Reduced
32
Closed
17
Calls
$9.31M
Puts
–
Net Calls
+$9.31M
Net Calls Change
+$9.31M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$43.4M
2
AssetMark Inc
2
AssetMark Inc
California
$19.7M
3
AI
3
Accredited Investors
Minnesota
$13.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.3M
5
LPL Financial
5
LPL Financial
California
$41.5M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
PI
2
PFS Investments
Georgia
$0
3
SB
3
Suntrust Banks
Georgia
$0
4
VA
4
Valmark Advisers
Ohio
$260M
5
FFS
5
Founders Financial Securities
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VA
1
Valmark Advisers
Ohio
$260M 8,364,773 -197,770 -2%
UBS Group
2
UBS Group
Switzerland
$43.4M 1,394,682 +1,157,809 +489%
FFG
3
Ford Financial Group
California
$43.1M 1,274,865 +13,113 +1%
Bank of America
4
Bank of America
North Carolina
$42.8M 1,373,947 +145,502 +12%
LPL Financial
5
LPL Financial
California
$41.5M 1,333,441 +331,818 +33%
BCI
6
Brinker Capital Investments
Pennsylvania
$40.7M 1,306,900 -5,589 -0.4%
Morgan Stanley
7
Morgan Stanley
New York
$32.9M 1,056,363 +121,650 +13%
LFS
8
Lutz Financial Services
Nebraska
$27M 865,994 +225,222 +35%
IWA
9
Inspirion Wealth Advisors
Illinois
$26.3M 844,694 +56,225 +7%
FWM
10
Focused Wealth Management
New York
$24.2M 778,160 +24,156 +3%
ACM
11
AlphaStar Capital Management
North Carolina
$21.9M 702,553 +224,611 +47%
AssetMark Inc
12
AssetMark Inc
California
$19.7M 632,396 +631,623 +81,711%
AA
13
Advisory Alpha
Michigan
$16.6M 575,663 +30,277 +6%
NA
14
Nottingham Advisors
New York
$16.2M 507,161 +42,273 +9%
KFA
15
Kays Financial Advisory
Georgia
$15.7M 504,966 +140,282 +38%
AWM
16
Altium Wealth Management
New York
$14.7M 470,970 +226,379 +93%
AI
17
Accredited Investors
Minnesota
$13.5M 434,020 +434,020 New
UCFA
18
United Capital Financial Advisors
Texas
$12.9M 415,107 +205,665 +98%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$10.3M 332,411 +332,411 New
JWM
20
Jackson Wealth Management
Florida
$10.3M 331,686 +2,411 +0.7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$9.18M 294,957 -10,339 -3%
WAS
22
Winch Advisory Services
Wisconsin
$9.05M 290,865 +153,224 +111%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$8.97M 287,977 -50,063 -15%
FNT
24
First National Trust
Pennsylvania
$8.59M 276,040 +84,647 +44%
WI
25
WrapManager Inc
California
$8.21M 263,691 +669 +0.3%
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