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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 %
Bank of New York Mellon
176
Bank of New York Mellon
New York
$537K +$46.5K +1,455 +9%
LNC
177
Lincoln National Corp
Pennsylvania
$530K +$68.6K +2,146 +15%
RFC
178
Regions Financial Corp
Alabama
$499K – – –
Principal Financial Group
179
Principal Financial Group
Iowa
$497K +$5.53K +173 +1%
SFS
180
Sowell Financial Services
Arkansas
$491K +$491K +15,359 New
NF
181
Nikulski Financial
Iowa
$486K -$5.32K -167 -1%
SCM
182
Stonehearth Capital Management
Massachusetts
$486K -$3.17K -99 -0.6%
Creative Planning
183
Creative Planning
Kansas
$481K +$481K +15,056 New
AIS
184
American Investment Services
Massachusetts
$476K +$74.2K +2,320 +18%
SPC
185
Sigma Planning Corp
Michigan
$476K +$111K +3,480 +30%
DAS
186
Dynamic Advisor Solutions
Arizona
$470K +$105K +3,293 +29%
BA
187
Bristlecone Advisors
Washington
$467K +$467K +14,600 New
CC
188
Courier Capital
New York
$466K +$41.8K +1,344 +10%
LWAC
189
Laurel Wealth Advisors (California)
California
$457K +$457K +14,286 New
VBFP
190
Valtinson Bruner Financial Planning
Minnesota
$421K -$1M -31,394 -70%
OIA
191
Optimum Investment Advisors
Illinois
$415K – – –
VHAM
192
Van Hulzen Asset Management
California
$409K +$27K +845 +7%
BWP
193
Bernardo Wealth Planning
Pennsylvania
$403K +$403K +12,619 New
Mercer Global Advisors
194
Mercer Global Advisors
Colorado
$392K -$127K -3,979 -24%
ACP
195
Aveo Capital Partners
Colorado
$380K +$380K +11,340 New
SFSIG
196
San Francisco Sentry Investment Group
California
$379K +$1.6K +50 +0.4%
JPMPWA
197
J.P. Morgan Private Wealth Advisors
California
$366K +$1.89K +59 +0.5%
PWMG
198
Prestige Wealth Management Group
New Jersey
$361K +$11.1K +348 +3%
AIC
199
Ameritas Investment Company
Nebraska
$354K +$35.1K +1,091 +11%
WP
200
WealthShield Partners
North Carolina
$337K +$104K +3,242 +44%
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