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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 %
GRP
326
Global Retirement Partners
California
$32K +$14.9K +423 +88%
BRC
327
Bell Rock Capital
Delaware
$31K +$28.5K +805 +1,150%
APW
328
Acima Private Wealth
Virginia
$30K -$134K -3,780 -82%
SIS
329
Sound Income Strategies
Florida
$30K +$176 +5 +0.6%
BW
330
Bison Wealth
Georgia
$27K +$27K +772 New
CDIA
331
Capital Directions Investment Advisors
Georgia
$25K -$41.3K -1,188 -62%
FHA
332
First Horizon Advisors
Tennessee
$24K +$2.96K +87 +14%
MIM
333
Macroview Investment Management
Maryland
$22K – – –
ACA
334
Atlas Capital Advisors
Wyoming
$21.7K +$17.5K +500 +413%
PNC Financial Services Group
335
PNC Financial Services Group
Pennsylvania
$20K – – –
HWA
336
HCR Wealth Advisors
California
$14K +$14K +400 New
TWA
337
TCI Wealth Advisors
Arizona
$13K +$10.9K +309 +533%
WEC
338
Winslow Evans & Crocker
Massachusetts
$12K – – –
Citigroup
339
Citigroup
New York
$12K +$4.77K +132 +66%
PA
340
PSI Advisors
Florida
$10K +$10K +300 New
CL
341
Cabana LLC
Arkansas
$8K +$8K +224 New
ACA
342
Aptus Capital Advisors
Alabama
$8K +$8K +250 New
BFC
343
Bedel Financial Consulting
Indiana
$6K +$35 +1 +0.6%
EI
344
Ellevest Inc
New York
$6K +$6K +167 New
CFN
345
Cordasco Financial Network
Florida
$5K – – –
WQ
346
Wealth Quarterback
New Jersey
$4.19K +$4.19K +120 New
SIAP
347
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4K +$4K +117 New
EWM
348
EPG Wealth Management
Georgia
$3K +$3K +89 New
JCM
349
Jacobi Capital Management
Pennsylvania
$2K -$29.3K -733 -94%
EAM
350
Eukles Asset Management
Ohio
$2K -$2K -48 -50%
11 12 13
14
15