SPYV icon

SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

221 hedge funds and large institutions have $1.59B invested in SPDR Portfolio S&P 500 Value ETF in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 105 increasing their positions, 29 reducing their positions, and 16 closing their positions.

Holders
221
Holders Change
+50
Holders Change %
+29.24%
% of All Funds
4.93%
Holding in Top 10
28
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+133.33%
% of All Funds
0.62%
New
70
Increased
105
Reduced
29
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$202M
2
PI
2
PFS Investments
Georgia
$76.7M
3
BL
3
Balentine LLC
Georgia
$62.6M
4
AF
4
Allworth Financial
California
$60.4M
5
PPA
5
Parametric Portfolio Associates
Washington
$56.3M

Top Sellers

1
FFG
1
Ford Financial Group
California
$22.3M
2
ACM
2
AlphaStar Capital Management
North Carolina
$11.4M
3
Jane Street
3
Jane Street
New York
$0
4
AWM
4
Altium Wealth Management
New York
$9.3M
5
KFA
5
Kays Financial Advisory
Georgia
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
VA
1
Valmark Advisers
Ohio
$231M 8,520,810 +156,037 +2%
HI
2
Horizon Investments
North Carolina
$202M 7,447,412 +7,447,412 New
Bank of America
3
Bank of America
North Carolina
$87.8M 3,233,758 +1,859,811 +135%
PI
4
PFS Investments
Georgia
$76.7M 2,751,688 +2,751,688 New
BL
5
Balentine LLC
Georgia
$62.6M 2,304,945 +2,304,945 New
AF
6
Allworth Financial
California
$60.4M 2,224,129 +2,224,129 New
PPA
7
Parametric Portfolio Associates
Washington
$56.3M 2,071,937 +2,071,937 New
Morgan Stanley
8
Morgan Stanley
New York
$50.2M 1,848,665 +792,302 +75%
LPL Financial
9
LPL Financial
California
$44.3M 1,631,071 +297,630 +22%
UBS Group
10
UBS Group
Switzerland
$37.5M 1,382,489 -12,193 -0.9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$37.4M 1,377,837 +1,045,426 +314%
BCI
12
Brinker Capital Investments
Pennsylvania
$34.8M 1,283,001 -23,899 -2%
TC
13
TownSquare Capital
Utah
$26M 871,868 +871,868 New
LFS
14
Lutz Financial Services
Nebraska
$24.6M 906,922 +40,928 +5%
AI
15
Accredited Investors
Minnesota
$24.5M 902,782 +468,762 +108%
AssetMark Inc
16
AssetMark Inc
California
$23.7M 871,194 +238,798 +38%
FFG
17
Ford Financial Group
California
$22.3M 821,825 -453,040 -36%
IWA
18
Inspirion Wealth Advisors
Illinois
$21.9M 807,558 -37,136 -4%
FWM
19
Focused Wealth Management
New York
$21.8M 802,448 +24,288 +3%
AA
20
Advisory Alpha
Michigan
$18.2M 619,107 +43,444 +8%
NA
21
Nottingham Advisors
New York
$17.3M 539,726 +32,565 +6%
JWM
22
Jackson Wealth Management
Florida
$14.2M 531,749 +200,063 +60%
FNT
23
First National Trust
Pennsylvania
$12.9M 474,058 +198,018 +72%
KFA
24
Kays Financial Advisory
Georgia
$12.1M 444,299 -60,667 -12%
Wells Fargo
25
Wells Fargo
California
$12M 439,974 +221,713 +102%
1
2 3 4 5