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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 %
HWM
251
Howard Wealth Management
Connecticut
$347K +$347K +9,947 New
S
252
Surevest
California
$346K +$346K +9,897 New
GEA
253
Glen Eagle Advisors
New Jersey
$345K +$134K +3,849 +64%
DI
254
DFPG Investments
Utah
$343K +$71.9K +2,050 +27%
PWM
255
Paulson Wealth Management
Illinois
$341K -$7.22K -204 -2%
APP
256
Avantax Planning Partners
Iowa
$338K – – –
CAL
257
Capital Analysts LLC
Pennsylvania
$338K +$197K +5,627 +139%
V
258
Veritable
Delaware
$334K +$334K +9,568 New
CCP
259
Corient Capital Partners
California
$330K -$22.5K -644 -6%
AFP
260
Ausdal Financial Partners
Iowa
$329K +$18.8K +544 +6%
WP
261
WealthShield Partners
North Carolina
$324K -$44.7K -1,280 -12%
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$319K – – –
PFS
263
Prospera Financial Services
Texas
$315K +$95.7K +2,741 +44%
TC
264
Truvestments Capital
Florida
$296K -$5.23K -150 -2%
SHJ
265
Sharkey, Howes & Javer
Colorado
$295K – – –
CFG
266
CMC Financial Group
Georgia
$289K +$289K +8,267 New
CSPIA
267
Cary Street Partners Investment Advisory
Virginia
$285K +$285K +8,174 New
ICMP
268
Integrated Capital Management (Pennsylvania)
Pennsylvania
$283K +$2.12K +61 +0.8%
QCM
269
Quest Capital Management
Texas
$281K +$15.9K +454 +6%
PG
270
Prostatis Group
Maryland
$276K +$276K +7,903 New
SCA
271
Snowden Capital Advisors
New York
$270K +$270K +7,738 New
FMWA
272
Forvis Mazars Wealth Advisors
Missouri
$270K +$270K +7,741 New
BAM
273
Belpointe Asset Management
Nevada
$267K +$267K +7,669 New
LFG
274
LifePlan Financial Group
Ohio
$264K – – –
BWP
275
Bernardo Wealth Planning
Pennsylvania
$254K -$186K -5,340 -42%
9 10
11
12 13