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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 %
IWA
26
Inspirion Wealth Advisors
Illinois
$28.7M +$720K +22,531 +3%
FFG
27
Ford Financial Group
California
$27.9M +$6.08M +190,385 +28%
MD
28
Money Design
Japan
$25.5M +$914K +28,583 +4%
AA
29
Advisory Alpha
Michigan
$25.1M +$2.38M +76,116 +10%
UBS Group
30
UBS Group
Switzerland
$24.8M +$1.2M +37,538 +5%
AWM
31
Altium Wealth Management
New York
$23M +$2.63M +82,406 +13%
NP
32
NorthRock Partners
Minnesota
$20.4M +$20.1M +629,478 +7,776%
UCFA
33
United Capital Financial Advisors
Texas
$17.8M +$10.9M +340,332 +158%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$16.3M +$9.86M +308,935 +154%
ONB
35
Old National Bancorp
Indiana
$16M +$15.6M +486,545 +3,559%
FNT
36
First National Trust
Pennsylvania
$15.8M +$287K +8,988 +2%
AssetMark Inc
37
AssetMark Inc
California
$15.3M +$15.2M +476,514 +63,451%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$14.3M -$172K -5,379 -1%
MWPCG
39
Measured Wealth Private Client Group
New Hampshire
$14.3M +$11.8M +370,651 +490%
PC
40
Permanens Capital
New York
$14.2M +$420K +13,152 +3%
Wells Fargo
41
Wells Fargo
California
$12.6M +$2.12M +66,438 +20%
Ameriprise
42
Ameriprise
Minnesota
$12.3M -$3.48M -108,954 -22%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$12.2M +$638K +19,971 +6%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$12.1M +$889K +27,805 +8%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$11.2M +$4.22M +131,997 +60%
SFM
46
Signet Financial Management
New Jersey
$11.2M +$1.52M +45,106 +16%
BC
47
Brio Consultants
California
$10.9M +$853K +26,676 +8%
FWM
48
Foresight Wealth Management
Utah
$10.2M -$35.7K -1,117 -0.3%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$9.8M +$18.1K +567 +0.2%
PFA
50
Pure Financial Advisors
California
$9.73M +$424K +13,269 +5%
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