SPYV icon

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 %
TA
126
TCG Advisors
Texas
$1.82M +$785K +24,569 +76%
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$1.76M +$304K +9,509 +21%
CAG
128
Csenge Advisory Group
Florida
$1.73M +$1.73M +54,147 New
SFG
129
StrategIQ Financial Group
Indiana
$1.7M +$1.07M +33,566 +171%
GWM
130
Geneos Wealth Management
Colorado
$1.63M +$89.9K +2,829 +6%
KM
131
Kalos Management
Georgia
$1.6M +$1.09M +32,673 +212%
AWM
132
Avior Wealth Management
Nebraska
$1.56M +$398K +12,470 +34%
LI
133
LVZ Inc
Michigan
$1.52M -$67.5K -2,112 -4%
LJAC
134
L.J. Altfest & Co
New York
$1.51M -$893K -27,945 -37%
JFA
135
JNBA Financial Advisors
Minnesota
$1.44M +$719K +22,483 +99%
CF
136
Centaurus Financial
California
$1.4M +$1.29M +40,456 +1,165%
SWP
137
Stratos Wealth Partners
Ohio
$1.39M +$112K +3,502 +9%
RCA
138
Ranch Capital Advisors
Florida
$1.38M +$1.38M +43,077 New
CCM
139
Condor Capital Management
New Jersey
$1.37M +$81.6K +2,553 +6%
AC
140
Alexandria Capital
Virginia
$1.35M +$30.6K +957 +2%
GTAM
141
Global Trust Asset Management
Florida
$1.31M +$119K +3,713 +10%
AF
142
Arrow Financial
New York
$1.29M -$29.9K -935 -2%
CB
143
Community Bank
New York
$1.28M +$23.5K +735 +2%
JSL
144
JT Stratford LLC
Georgia
$1.19M +$696K +21,771 +141%
RFA
145
Reilly Financial Advisors
California
$1.17M -$1.53K -48 -0.1%
VCM
146
Virtue Capital Management
Tennessee
$1.16M +$1.16M +36,381 New
LF
147
Lantz Financial
Illinois
$1.15M +$376K +12,125 +49%
Stifel Financial
148
Stifel Financial
Missouri
$1.13M +$208K +6,513 +22%
UR
149
USCA RIA
Texas
$1.11M +$79K +2,473 +8%
RCA
150
Rowland Carmichael Advisors
Arizona
$1.07M +$1.07M +33,354 New
4 5
6
7 8