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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

353 hedge funds and large institutions have $4.37B invested in SPDR Portfolio S&P 500 Value ETF in 2019 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 169 increasing their positions, 67 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+82
Holders Change %
+30.26%
% of All Funds
6.97%
Holding in Top 10
57
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+42.5%
% of All Funds
1.13%
New
98
Increased
169
Reduced
67
Closed
12
Calls
$374K
Puts
–
Net Calls
+$374K
Net Calls Change
+$45K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$576M
2
Financial Engines Advisors
Financial Engines Advisors
California
$82.4M
3
AG
Advisor Group
Arizona
$190M
4
GI
Gradient Investments
Minnesota
$71.2M
5
CCMG
Clark Capital Management Group
Pennsylvania
$147M

Top Sellers

1
VA
Valmark Advisers
Ohio
$278M
2
BC
Brio Consultants
California
$4.73M
3
BL
Balentine LLC
Georgia
$127M
4
PWAG
Polaris Wealth Advisory Group
California
$0
5
PWPS
Pinnacle Wealth Planning Services
Ohio
$8.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
226
Dynamic Advisor Solutions
Arizona
$539K +$25.5K +731 +5%
SCM
227
Stonehearth Capital Management
Massachusetts
$531K – – –
FNBOO
228
First National Bank of Omaha
Nebraska
$530K +$530K +15,188 New
NRI
229
NFP Retirement Inc
California
$519K +$519K +14,905 New
CGFA
230
Colton Groome Financial Advisors
North Carolina
$512K -$49.6K -1,419 -9%
GCA
231
Greenwood Capital Associates
South Carolina
$506K +$506K +14,500 New
LNC
232
Lincoln National Corp
Pennsylvania
$504K -$75K -2,146 -13%
S
233
SignatureFD
Georgia
$502K +$167K +4,796 +50%
JPMPWA
234
J.P. Morgan Private Wealth Advisors
California
$500K +$99.8K +2,857 +25%
5L
235
55I LLC
Massachusetts
$488K +$488K +13,973 New
NF
236
Nikulski Financial
Iowa
$473K -$52.4K -1,520 -10%
MAWCM
237
Mine & Arao Wealth Creation & Management
California
$459K +$459K +13,140 New
OIA
238
Optimum Investment Advisors
Illinois
$454K – – –
MOS
239
MGO One Seven
Ohio
$433K +$433K +12,421 New
William Blair & Company
240
William Blair & Company
Illinois
$432K +$244K +6,981 +129%
VHAM
241
Van Hulzen Asset Management
California
$429K -$17K -486 -4%
VBFP
242
Valtinson Bruner Financial Planning
Minnesota
$428K -$31K -890 -7%
SFSIG
243
San Francisco Sentry Investment Group
California
$416K +$1.75K +50 +0.4%
Principal Financial Group
244
Principal Financial Group
Iowa
$406K -$136K -3,910 -25%
RCA
245
Ranch Capital Advisors
Florida
$393K -$1.11M -31,831 -74%
PWMG
246
Prestige Wealth Management Group
New Jersey
$392K -$2.09K -60 -0.5%
Koshinski Asset Management
247
Koshinski Asset Management
Illinois
$389K +$389K +11,175 New
FG
248
Fiduciary Group
Georgia
$370K +$370K +10,591 New
Franklin Resources
249
Franklin Resources
California
$366K +$366K +10,491 New
TSS
250
Two Sigma Securities
New York
$357K +$357K +10,215 New
8 9
10
11 12