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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
+$231M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$79.4M
3
AG
Advisor Group
Arizona
+$77.4M
4
GI
Gradient Investments
Minnesota
+$62.6M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$61.4M

Top Sellers

1
VA
Valmark Advisers
Ohio
-$16.3M
2
BC
Brio Consultants
California
-$7.22M
3
BL
Balentine LLC
Georgia
-$4.08M
4
PWAG
Polaris Wealth Advisory Group
California
-$2.72M
5
PWPS
Pinnacle Wealth Planning Services
Ohio
-$2.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
276
J.W. Cole Advisors
Florida
$254K +$254K +7,284 New
TPA
277
Trivium Point Advisory
Connecticut
$251K +$251K +7,177 New
FI
278
Financial Insights
Washington
$244K – – –
CIBC Private Wealth Group
279
CIBC Private Wealth Group
Georgia
$243K +$243K +6,958 New
WA
280
Wambolt & Associates
Colorado
$242K +$242K +6,923 New
Creative Planning
281
Creative Planning
Kansas
$240K -$285K -8,168 -54%
WAM
282
Wallington Asset Management
Indiana
$237K – – –
MWM
283
Meridian Wealth Management
Kentucky
$235K +$235K +6,733 New
AA
284
Alesco Advisors
New York
$232K -$13.6K -390 -6%
CAN
285
Cetera Advisor Networks
California
$230K +$230K +6,593 New
ZF
286
Zhang Financial
Michigan
$227K +$227K +6,438 New
TWM
287
Torch Wealth Management
Ohio
$224K +$224K +6,435 New
SCM
288
Smith Capital Management
Arkansas
$222K +$222K +6,345 New
SDAM
289
Shulman DeMeo Asset Management
New York
$221K +$980 +28 +0.4%
CA
290
Cetera Advisors
Colorado
$220K -$116K -3,333 -34%
CFD
291
Creative Financial Designs
Indiana
$217K -$14.4K -411 -6%
JPMorgan Chase & Co
292
JPMorgan Chase & Co
New York
$216K +$216K +6,191 New
FHA
293
Flagship Harbor Advisors
Massachusetts
$213K +$10.5K +300 +5%
SL
294
Salomon & Ludwin
Virginia
$203K +$86.9K +2,487 +75%
Rockefeller Capital Management
295
Rockefeller Capital Management
New York
$184K +$166K +4,751 +903%
OSNBOA
296
Old Second National Bank of Aurora
Illinois
$155K +$21.2K +606 +16%
ASN
297
Advisory Services Network
Georgia
$154K -$475K -13,576 -76%
VNA
298
Valley National Advisers
Pennsylvania
$152K – – –
VRM
299
Vectors Research Management
New York
$142K +$87.4K +2,507 +160%
PCIA
300
Prime Capital Investment Advisors
Kansas
$128K +$128K +3,656 New
10 11
12
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