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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
Envestnet Asset Management
Illinois
$576M
2
Financial Engines Advisors
Financial Engines Advisors
California
$82.4M
3
AG
Advisor Group
Arizona
$190M
4
GI
Gradient Investments
Minnesota
$71.2M
5
CCMG
Clark Capital Management Group
Pennsylvania
$147M

Top Sellers

1
VA
Valmark Advisers
Ohio
$278M
2
BC
Brio Consultants
California
$4.73M
3
BL
Balentine LLC
Georgia
$127M
4
PWAG
Polaris Wealth Advisory Group
California
$0
5
PWPS
Pinnacle Wealth Planning Services
Ohio
$8.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
126
Detalus Advisors
Missouri
$3.27M +$3.27M +93,716 New
RWMH
127
Riverpoint Wealth Management Holdings
Illinois
$3.22M +$3.22M +92,283 New
Invesco
128
Invesco
Georgia
$3.19M -$222K -6,349 -7%
AMM
129
American Money Management
California
$3.1M +$95.4K +2,733 +3%
Citadel Advisors
130
Citadel Advisors
Florida
$3.09M -$1.82M -52,070 -37%
FPIS
131
Financial Planning & Information Services
Wisconsin
$3.01M +$36.9K +1,058 +1%
IA
132
IFP Advisors
Florida
$2.91M +$634K +18,171 +28%
BSAM
133
Blue Sky Asset Management
Colorado
$2.76M +$2.76M +78,995 New
RIM
134
Redwood Investment Management
Arizona
$2.76M +$125K +3,577 +5%
CAG
135
Csenge Advisory Group
Florida
$2.74M +$851K +24,364 +45%
EWM
136
Executive Wealth Management
Michigan
$2.64M -$287K -8,231 -10%
RFN
137
RDA Financial Network
Iowa
$2.52M -$4.86K -141 -0.2%
CIM
138
Corda Investment Management
Texas
$2.45M +$128K +3,663 +6%
SFG
139
StrategIQ Financial Group
Indiana
$2.45M +$593K +16,992 +32%
OAM
140
Occidental Asset Management
California
$2.45M +$32.4K +927 +1%
RJA
141
Raymond James & Associates
Florida
$2.43M +$248K +7,100 +11%
Jane Street
142
Jane Street
New York
$2.4M -$2.37M -67,850 -50%
AF
143
Advisornet Financial
Minnesota
$2.34M +$203K +5,819 +10%
TW
144
Transform Wealth
Colorado
$2.32M -$38.2K -1,095 -2%
SMFS
145
Squar Milner Financial Services
California
$2.31M +$1.59M +45,553 +221%
FI
146
FormulaFolio Investments
Michigan
$2.22M +$1.14M +32,523 +105%
TA
147
TCG Advisors
Texas
$2.22M +$226K +6,460 +11%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$2.2M -$32.9K -849 -1%
EH
149
Equitable Holdings
New York
$2.2M +$2.2M +63,128 New
TF
150
TRH Financial
Iowa
$2.16M +$2.16M +62,120 New
4 5
6
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