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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

233 hedge funds and large institutions have $1.83B invested in SPDR Portfolio S&P 500 Value ETF in 2019 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 125 increasing their positions, 53 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
5.05%
Holding in Top 10
35
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25%
% of All Funds
0.76%
New
39
Increased
125
Reduced
53
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KFA
Kays Financial Advisory
Georgia
+$26.9M
2
NA
Nottingham Advisors
New York
+$17.2M
3
MD
Money Design
Japan
+$15.9M
4
PC
Permanens Capital
New York
+$14.4M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$13.8M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$72.3M
2
PI
PFS Investments
Georgia
-$20.4M
3
UBS Group
UBS Group
Switzerland
-$18.9M
4
Bank of America
Bank of America
North Carolina
-$12.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
1
Valmark Advisers
Ohio
$257M -$823K -27,184 -0.3%
HI
2
Horizon Investments
North Carolina
$153M -$72.3M -2,386,661 -32%
Bank of America
3
Bank of America
North Carolina
$85.3M -$12.6M -416,093 -13%
AF
4
Allworth Financial
California
$77.6M +$10.2M +338,247 +15%
BL
5
Balentine LLC
Georgia
$72.1M +$2.32M +76,675 +3%
PPA
6
Parametric Portfolio Associates
Washington
$65.2M +$2.5M +82,474 +4%
PI
7
PFS Investments
Georgia
$62.9M -$20.4M -673,357 -24%
Morgan Stanley
8
Morgan Stanley
New York
$53.9M -$2.11M -69,820 -4%
LPL Financial
9
LPL Financial
California
$53.4M +$4.06M +133,931 +8%
NAS
10
Nicolet Advisory Services
Wisconsin
$52.1M +$52.1M +1,721,550 New
KFA
11
Kays Financial Advisory
Georgia
$40.3M +$26.9M +888,200 +200%
BCI
12
Brinker Capital Investments
Pennsylvania
$39.7M +$872K +28,801 +2%
NA
13
Nottingham Advisors
New York
$34.1M +$17.2M +551,672 +102%
LFS
14
Lutz Financial Services
Nebraska
$34.1M +$6.61M +218,197 +24%
TC
15
TownSquare Capital
Utah
$32.7M +$6.32M +208,596 +24%
AI
16
Accredited Investors
Minnesota
$29.9M +$2.59M +85,555 +9%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$29.7M -$12.1M -397,959 -29%
FWM
18
Focused Wealth Management
New York
$26.3M +$2.01M +66,544 +8%
IWA
19
Inspirion Wealth Advisors
Illinois
$25.2M +$717K +23,687 +3%
UBS Group
20
UBS Group
Switzerland
$22.9M -$18.9M -625,144 -45%
ACM
21
AlphaStar Capital Management
North Carolina
$22.9M +$10.4M +347,184 +83%
AA
22
Advisory Alpha
Michigan
$20.3M +$1.26M +41,002 +7%
FFG
23
Ford Financial Group
California
$20.3M -$4.63M -152,828 -19%
MD
24
Money Design
Japan
$16.2M +$15.9M +525,221 +5,678%
AWM
25
Altium Wealth Management
New York
$15.7M +$5.31M +175,468 +51%
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