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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 %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$15.8M +$90.2K +2,574 +0.6%
BlackRock
52
BlackRock
New York
$15.1M +$7.51M +215,024 +99%
PC
53
Permanens Capital
New York
$15M -$511K -14,639 -3%
Wells Fargo
54
Wells Fargo
California
$12.8M -$954K -27,339 -7%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$12.1M -$1.05M -30,101 -8%
SFM
56
Signet Financial Management
New Jersey
$11.8M +$191K +5,471 +2%
FWM
57
Foresight Wealth Management
Utah
$11.4M +$306K +8,756 +3%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$11M +$336K +9,631 +3%
WI
59
WrapManager Inc
California
$10.7M +$533K +15,255 +5%
HighTower Advisors
60
HighTower Advisors
Illinois
$10.7M +$2.72M +77,891 +34%
PFA
61
Pure Financial Advisors
California
$10.3M -$305K -8,725 -3%
FFS
62
Founders Financial Securities
Maryland
$10.1M +$2.26M +64,667 +29%
EFL
63
ERn Financial LLC
Wisconsin
$10M -$515K -14,744 -5%
NEIRG
64
New England Investment & Retirement Group
Massachusetts
$9.56M +$9.56M +273,758 New
PF
65
Phoenix Financial
Israel
$9.28M +$9.28M +267,438 New
BC
66
Burney Company
Virginia
$9.08M +$423K +12,117 +5%
PWPS
67
Pinnacle Wealth Planning Services
Ohio
$8.88M -$2.66M -76,127 -23%
CI
68
CX Institutional
Indiana
$8.7M -$149K -4,255 -2%
TFA
69
TPG Financial Advisors
Oregon
$8.64M +$259K +7,408 +3%
Betterment LLC
70
Betterment LLC
New York
$8.57M -$1.45M -41,391 -14%
SC
71
Savant Capital
Illinois
$8.03M -$943K -27,010 -11%
WFPG
72
Waller Financial Planning Group
Ohio
$7.65M +$98.1K +2,810 +1%
CWA
73
Clarus Wealth Advisors
Arizona
$7.56M +$1.95M +55,684 +35%
SFP
74
Strategic Financial Partners
Oregon
$7.28M +$7.28M +208,551 New
BRWA
75
B. Riley Wealth Advisors
Florida
$7.19M +$3.12M +89,361 +77%
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