SPYV icon

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 %
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$2.14M +$221K +6,328 +12%
HTC
152
Haverford Trust Company
Pennsylvania
$2.14M +$116K +3,310 +6%
Cohen & Steers
153
Cohen & Steers
New York
$2.07M +$2.07M +59,138 New
AWM
154
Avior Wealth Management
Nebraska
$2.04M +$333K +9,531 +19%
JFA
155
JNBA Financial Advisors
Minnesota
$2.03M +$452K +12,955 +29%
CF
156
Centaurus Financial
California
$1.99M +$460K +13,189 +30%
MFT
157
Moisand Fitzgerald Tamayo
Florida
$1.97M -$110K -3,159 -5%
MSAM
158
Moloney Securities Asset Management
Missouri
$1.93M +$1.59M +45,451 +461%
TAM
159
Tradition Asset Management
Virginia
$1.86M -$458K -13,120 -20%
RIS
160
Retirement Income Solutions
Michigan
$1.84M +$1.84M +52,800 New
GWM
161
Geneos Wealth Management
Colorado
$1.8M +$6.78K +194 +0.4%
KM
162
Kalos Management
Georgia
$1.8M +$101K +2,861 +6%
CBFP
163
Cedar Brook Financial Partners
Ohio
$1.78M +$702K +20,117 +65%
SWP
164
Stratos Wealth Partners
Ohio
$1.71M +$189K +5,424 +12%
LI
165
LVZ Inc
Michigan
$1.62M -$33.3K -955 -2%
TFA
166
Tobias Financial Advisors
Florida
$1.61M +$1.61M +46,114 New
VF
167
Virtu Financial
New York
$1.59M +$1.59M +45,549 New
AIC
168
Ayalon Insurance Company
Israel
$1.57M +$1.57M +45,013 New
JSL
169
JT Stratford LLC
Georgia
$1.5M +$195K +5,587 +15%
AC
170
Alexandria Capital
Virginia
$1.49M +$9.95K +285 +0.7%
CCM
171
Condor Capital Management
New Jersey
$1.48M -$11.6K -332 -0.8%
LJAC
172
L.J. Altfest & Co
New York
$1.47M -$178K -5,112 -11%
TCM
173
Tradewinds Capital Management
Washington
$1.47M +$1.47M +42,006 New
LF
174
Lantz Financial
Illinois
$1.46M +$166K +4,751 +13%
SAM
175
SignalPoint Asset Management
Missouri
$1.4M +$445K +12,762 +47%
5 6
7
8 9