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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
1
Envestnet Asset Management
Illinois
$576M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$82.4M
3
AG
3
Advisor Group
Arizona
$190M
4
GI
4
Gradient Investments
Minnesota
$71.2M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$147M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$278M
2
BC
2
Brio Consultants
California
$4.73M
3
BL
3
Balentine LLC
Georgia
$127M
4
PWAG
4
Polaris Wealth Advisory Group
California
$0
5
PWPS
5
Pinnacle Wealth Planning Services
Ohio
$8.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
MD
26
Money Design
Japan
$33.8M +$6.06M +174,174 +22%
NP
27
NorthRock Partners
Minnesota
$32.8M +$10.6M +303,218 +48%
BCI
28
Brinker Capital Investments
Pennsylvania
$32.8M -$1.24M -35,601 -4%
CWM
29
Connecticut Wealth Management
Connecticut
$32.2M +$674K +19,293 +2%
NA
30
Nottingham Advisors
New York
$32.1M -$854K -24,405 -3%
IWA
31
Inspirion Wealth Advisors
Illinois
$31.3M +$38.5K +1,103 +0.1%
AA
32
Advisory Alpha
Michigan
$31M +$2.9M +82,814 +10%
FFG
33
Ford Financial Group
California
$30M -$503K -14,401 -2%
UBS Group
34
UBS Group
Switzerland
$28.9M +$1.85M +52,853 +7%
NEWAS
35
N.E.W. Advisory Services
Wisconsin
$26.8M +$26.8M +768,781 New
AWM
36
Altium Wealth Management
New York
$26.3M +$1.2M +34,445 +5%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$24.9M +$11.5M +330,226 +86%
MWPCG
38
Measured Wealth Private Client Group
New Hampshire
$24.3M +$8.76M +250,903 +56%
ONB
39
Old National Bancorp
Indiana
$21.7M +$4.21M +120,526 +24%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$21.3M +$3.48M +99,819 +20%
UCFA
41
United Capital Financial Advisors
Texas
$20.8M +$1.39M +39,947 +7%
FNT
42
First National Trust
Pennsylvania
$19.4M +$2.11M +60,347 +12%
BFG
43
Barber Financial Group
Kansas
$18.8M +$18.8M +538,356 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$18.6M +$6.34M +181,751 +52%
VCM
45
Virtue Capital Management
Tennessee
$18.5M +$17.3M +494,623 +1,360%
SS
46
Simplicity Solutions
Minnesota
$18.2M +$14.4M +413,468 +381%
AWM
47
AE Wealth Management
Kansas
$18.2M +$14.6M +419,428 +411%
Ameriprise
48
Ameriprise
Minnesota
$17.7M +$4.27M +122,229 +32%
MW
49
Marcum Wealth
Ohio
$16.5M +$16.5M +471,333 New
AssetMark Inc
50
AssetMark Inc
California
$16.2M -$437K -12,529 -3%
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