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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 %
APA
76
American Portfolios Advisors
New York
$7.13M +$2.77M +79,410 +64%
LFG
77
Larson Financial Group
Missouri
$7.13M +$543K +15,556 +8%
FHC
78
First Heartland Consultants
Missouri
$7.03M +$4.54M +130,036 +182%
SL
79
Systelligence LLC
Minnesota
$7.01M +$7.01M +200,858 New
CAS
80
Cascadia Advisory Services
Oregon
$6.98M +$6.98M +199,867 New
FAAS
81
First Allied Advisory Services
California
$6.84M +$1.77M +50,840 +35%
FFG
82
Frisch Financial Group
New York
$6.75M -$119K -3,397 -2%
DI
83
Diligent Investors
California
$6.59M +$1.59M +45,555 +32%
NB
84
Nicolet Bankshares
Wisconsin
$6.59M +$2.47M +70,707 +60%
WP
85
WealthPLAN Partners
Nebraska
$6.26M +$141K +3,997 +2%
JWS
86
Juncture Wealth Strategies
Arizona
$6.12M +$197K +5,634 +3%
Truist Financial
87
Truist Financial
North Carolina
$6.03M +$6.03M +172,666 New
WAS
88
Winch Advisory Services
Wisconsin
$5.88M +$202K +5,774 +4%
GG
89
GenWealth Group
New Jersey
$5.64M +$1.63M +46,780 +41%
PAG
90
Private Advisor Group
New Jersey
$5.44M +$2.43M +69,473 +80%
CA
91
Centerpoint Advisors
Massachusetts
$5.21M +$34.6K +992 +0.7%
MAS
92
Managed Account Services
Florida
$5.21M +$706K +20,190 +16%
OC
93
Oarsman Capital
Wisconsin
$5.19M +$278K +7,963 +6%
AI
94
Atria Investments
North Carolina
$4.98M +$7.72K +221 +0.2%
SL
95
Stevard LLC
Illinois
$4.97M +$4.97M +142,409 New
RMAM
96
Raab & Moskowitz Asset Management
New Jersey
$4.88M +$499K +14,303 +11%
ACG
97
Allen Capital Group
Nebraska
$4.84M +$34.2K +980 +0.7%
BC
98
Brio Consultants
California
$4.73M -$7.22M -206,714 -60%
MML Investors Services
99
MML Investors Services
Massachusetts
$4.69M +$408K +11,675 +10%
SMG
100
Smart Money Group
Texas
$4.57M +$2.05M +58,669 +81%
2 3
4
5 6