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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 %
EFL
51
ERn Financial LLC
Wisconsin
$9.63M +$472K +14,759 +5%
WI
52
WrapManager Inc
California
$9.34M +$422K +13,203 +5%
Betterment LLC
53
Betterment LLC
New York
$8.97M – – –
PWPS
54
Pinnacle Wealth Planning Services
Ohio
$8.64M +$1.88M +72,010 +28%
SC
55
Savant Capital
Illinois
$8.22M +$282K +8,816 +4%
CI
56
CX Institutional
Indiana
$8.1M +$2.11M +65,939 +35%
BC
57
Burney Company
Virginia
$7.92M +$424K +13,269 +6%
GI
58
Gradient Investments
Minnesota
$7.89M +$7.89M +246,728 New
TFA
59
TPG Financial Advisors
Oregon
$7.67M +$159K +4,963 +2%
HighTower Advisors
60
HighTower Advisors
Illinois
$7.3M +$3.06M +95,670 +72%
FFS
61
Founders Financial Securities
Maryland
$7.16M -$365K -11,406 -5%
WFPG
62
Waller Financial Planning Group
Ohio
$7.12M +$295K +8,972 +4%
BlackRock
63
BlackRock
New York
$6.95M +$4.53M +141,600 +186%
FFG
64
Frisch Financial Group
New York
$6.29M -$101K -3,155 -2%
LFG
65
Larson Financial Group
Missouri
$6.03M -$243K -7,600 -4%
WP
66
WealthPLAN Partners
Nebraska
$5.83M +$348K +10,326 +6%
JWS
67
Juncture Wealth Strategies
Arizona
$5.42M +$1.19M +37,237 +28%
WAS
68
Winch Advisory Services
Wisconsin
$5.2M +$78.5K +2,455 +2%
CWA
69
Clarus Wealth Advisors
Arizona
$5.13M -$94.4K -2,954 -2%
CA
70
Centerpoint Advisors
Massachusetts
$4.74M -$93.7K -2,930 -2%
FAAS
71
First Allied Advisory Services
California
$4.65M +$4.38M +137,009 +1,639%
DI
72
Diligent Investors
California
$4.58M +$281K +8,801 +7%
AI
73
Atria Investments
North Carolina
$4.56M +$323K +10,116 +8%
OC
74
Oarsman Capital
Wisconsin
$4.49M +$234K +7,312 +5%
Citadel Advisors
75
Citadel Advisors
Florida
$4.49M +$4.49M +140,486 New
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