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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 %
PA
101
Probity Advisors
Texas
$4.57M -$97.9K -2,805 -2%
BCM
102
Brookstone Capital Management
Illinois
$4.55M +$3.96M +113,306 +671%
PFG
103
PAX Financial Group
Texas
$4.54M +$4.54M +129,261 New
CAGAS
104
Capital Advisory Group Advisory Services
Minnesota
$4.49M +$4.39M +125,728 +4,510%
RFM
105
Royal Fund Management
Florida
$4.42M +$4.33M +123,960 +4,589%
IWP
106
IAG Wealth Partners
Wisconsin
$4.41M +$4.41M +126,356 New
VFA
107
Voya Financial Advisors
Connecticut
$4.33M +$1.85M +53,063 +74%
Mariner
108
Mariner
Kansas
$4.32M +$102K +2,931 +2%
LFA
109
Lighthouse Financial Advisors
Maryland
$4.27M +$4.27M +122,352 New
AWM
110
Aprio Wealth Management
Georgia
$4.23M +$4.23M +121,046 New
MIAS
111
Mason Investment Advisory Services
Virginia
$4.06M – – –
FIM
112
Freedom Investment Management
Connecticut
$4.03M -$85.4K -2,447 -2%
KWM
113
Kingsview Wealth Management
Oregon
$3.99M +$3.99M +114,396 New
IB
114
Intrust Bank
Kansas
$3.74M +$380K +10,881 +11%
Goldman Sachs
115
Goldman Sachs
New York
$3.67M +$1.22M +34,802 +50%
BI
116
Ballast Inc
Kentucky
$3.61M +$66K +1,892 +2%
SRSA
117
S.R. Schill & Associates
Washington
$3.58M -$22.9K -655 -0.6%
BWFA
118
Baltimore-Washington Financial Advisors
Maryland
$3.52M +$48K +1,374 +1%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$3.51M +$143K +4,105 +4%
MA
120
Mutual Advisors
Nebraska
$3.48M +$392K +11,228 +13%
PSUF
121
People's United Financial
Connecticut
$3.41M +$67.3K +1,929 +2%
SPIA
122
Steward Partners Investment Advisory
New York
$3.39M +$219K +6,277 +7%
VCP
123
Verus Capital Partners
Arizona
$3.36M +$3.36M +96,364 New
W
124
Wealthquest
Ohio
$3.34M -$402K -11,513 -11%
RIA
125
Regal Investment Advisors
Michigan
$3.32M +$225K +6,440 +7%
3 4
5
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