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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 %
MA
101
Mutual Advisors
Nebraska
$2.83M +$283K +8,870 +11%
Financial Engines Advisors
102
Financial Engines Advisors
California
$2.78M +$2.78M +87,121 New
PAG
103
Private Advisor Group
New Jersey
$2.76M -$32 -1 -0%
AMM
104
American Money Management
California
$2.75M +$2.75M +86,159 New
PWAG
105
Polaris Wealth Advisory Group
California
$2.72M +$22.2K +716 +0.8%
FPIS
106
Financial Planning & Information Services
Wisconsin
$2.72M +$226K +7,064 +9%
EWM
107
Executive Wealth Management
Michigan
$2.68M +$2.68M +83,890 New
RFN
108
RDA Financial Network
Iowa
$2.48M -$32.8K -968 -1%
RIM
109
Redwood Investment Management
Arizona
$2.41M +$320K +10,023 +15%
SMG
110
Smart Money Group
Texas
$2.31M +$772K +24,161 +50%
FHC
111
First Heartland Consultants
Missouri
$2.28M +$1.59M +49,835 +231%
VFA
112
Voya Financial Advisors
Connecticut
$2.27M +$2.27M +71,323 New
Goldman Sachs
113
Goldman Sachs
New York
$2.24M +$200K +6,248 +10%
OAM
114
Occidental Asset Management
California
$2.21M +$156K +4,886 +8%
AFNAS
115
American Financial Network Advisory Services
California
$2.2M +$2.2M +68,700 New
TW
116
Transform Wealth
Colorado
$2.16M -$3.13K -98 -0.1%
CIM
117
Corda Investment Management
Texas
$2.13M +$175K +5,473 +9%
TAM
118
Tradition Asset Management
Virginia
$2.12M +$98K +3,068 +5%
IA
119
IFP Advisors
Florida
$2.07M +$2.07M +65,219 New
SB
120
Suntrust Banks
Georgia
$1.99M -$308K -11,324 -13%
RJA
121
Raymond James & Associates
Florida
$1.99M +$178K +5,586 +10%
AF
122
Advisornet Financial
Minnesota
$1.95M +$74.5K +2,332 +4%
MFT
123
Moisand Fitzgerald Tamayo
Florida
$1.9M -$40.1K -1,255 -2%
HTC
124
Haverford Trust Company
Pennsylvania
$1.85M +$1.85M +57,885 New
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$1.84M -$56.7K -1,774 -3%
3 4
5
6 7