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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

271 hedge funds and large institutions have $2.97B invested in SPDR Portfolio S&P 500 Value ETF in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 143 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+35
Holders Change %
+14.83%
% of All Funds
5.95%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.88%
New
52
Increased
143
Reduced
51
Closed
17
Calls
$329K
Puts
–
Net Calls
+$329K
Net Calls Change
+$329K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$275M
2
AG
Advisor Group
Arizona
+$87M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$78.2M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$64.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.4M

Top Sellers

1
PI
PFS Investments
Georgia
-$22.9M
2
PPA
Parametric Portfolio Associates
Washington
-$5.27M
3
BCI
Brinker Capital Investments
Pennsylvania
-$3.77M
4
RFM
Royal Fund Management
Florida
-$3.58M
5
Ameriprise
Ameriprise
Minnesota
-$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
251
Jacobi Capital Management
Pennsylvania
$25K +$160 +5 +0.6%
AAP
252
Arax Advisory Partners
Colorado
$24K +$24K +756 New
MIM
253
Macroview Investment Management
Maryland
$21K – – –
PNC Financial Services Group
254
PNC Financial Services Group
Pennsylvania
$19K -$228K -6,954 -92%
FHA
255
First Horizon Advisors
Tennessee
$19K +$19K +618 New
Rockefeller Capital Management
256
Rockefeller Capital Management
New York
$17K +$17K +526 New
GRP
257
Global Retirement Partners
California
$15K +$12.2K +394 +443%
WEC
258
Winslow Evans & Crocker
Massachusetts
$12K – – –
GWAG
259
Garrett Wealth Advisory Group
Texas
$9.62K +$9.62K +301 New
JCM
260
Julex Capital Management
Massachusetts
$9K +$9K +283 New
Citigroup
261
Citigroup
New York
$6K – – –
BFC
262
Bedel Financial Consulting
Indiana
$5K +$30 +1 +0.6%
FANJ
263
Financial Architects (New Jersey)
New Jersey
$4K – – –
CFN
264
Cordasco Financial Network
Florida
$4K – – –
ACA
265
Atlas Capital Advisors
Wyoming
$3.87K – – –
EAM
266
Eukles Asset Management
Ohio
$3K – – –
LWANC
267
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
TWA
268
TCI Wealth Advisors
Arizona
$2K +$2K +58 New
BRC
269
Bell Rock Capital
Delaware
$2K +$2K +70 New
LA
270
LexAurum Advisors
Kansas
– -$2.54M -81,203 Closed
CWSR
271
Chessman Wealth Strategies RIA
Texas
– -$1.45M -45,685 Closed
MCWS
272
McKinley Carter Wealth Services
West Virginia
– -$682K -21,789 Closed
Susquehanna International Group
273
Susquehanna International Group
Pennsylvania
– -$490K -15,656 Closed
CAM
274
Concorde Asset Management
Michigan
– -$333K -10,658 Closed
Koshinski Asset Management
275
Koshinski Asset Management
Illinois
– -$265K -8,457 Closed
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