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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 %
CFGS
301
Concourse Financial Group Securities
Alabama
$121K +$83.2K +2,386 +220%
IFWM
302
Institute for Wealth Management
Colorado
$118K +$118K +3,380 New
BA
303
Ballast Advisors
Minnesota
$115K +$115K +3,305 New
Deutsche Bank
304
Deutsche Bank
Germany
$111K +$53K +1,521 +91%
MCWS
305
McKinley Carter Wealth Services
West Virginia
$95K +$95K +2,731 New
SFS
306
Sowell Financial Services
Arkansas
$88K -$449K -12,842 -84%
FGAM
307
Financial Gravity Asset Management
Texas
$88K +$48.2K +2,514 +121%
SNT
308
Security National Trust
West Virginia
$79K +$79K +2,276 New
FCM
309
Firestone Capital Management
Florida
$78K +$78K +2,235 New
Bessemer Group
310
Bessemer Group
New Jersey
$78K +$78K +2,240 New
TRCT
311
Tower Research Capital (TRC)
New York
$78K +$78K +2,240 New
CA
312
CXI Advisors
Indiana
$72K +$72K +2,064 New
BWA
313
BDO Wealth Advisors
Florida
$67K +$67K +1,912 New
FM
314
Family Management
New York
$65K +$1.26K +36 +2%
IBOK
315
Independence Bank of Kentucky
Kentucky
$63K – – –
LWANC
316
Laurel Wealth Advisors (North Carolina)
North Carolina
$62K +$59K +1,693 +1,992%
BC
317
Belmont Capital
California
$57K +$57K +1,625 New
TCWM
318
Total Clarity Wealth Management
Illinois
$52K +$52K +1,500 New
JAWM
319
J. Arnold Wealth Management
Ohio
$51K +$51K +1,470 New
AAP
320
Arax Advisory Partners
Colorado
$45K +$18.4K +524 +69%
LAS
321
Lloyd Advisory Services
Georgia
$43K +$43K +1,224 New
CIAS
322
Capital Investment Advisory Services
North Carolina
$37K -$5.64K -160 -13%
NFG
323
Next Financial Group
Texas
$35K +$6.14K +175 +21%
TIM
324
Tortoise Investment Management
New York
$34K – – –
CAL
325
Capital Advisors Ltd
Ohio
$34K +$34K +970 New
11 12
13
14 15