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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 %
Stifel Financial
176
Stifel Financial
Missouri
$1.37M +$126K +3,609 +10%
AF
177
Arrow Financial
New York
$1.35M -$62K -1,775 -4%
DWM
178
Doyle Wealth Management
Florida
$1.31M +$336K +9,613 +35%
RFA
179
Reilly Financial Advisors
California
$1.3M +$26.1K +748 +2%
22CM
180
20/20 Capital Management
California
$1.3M +$1.3M +37,061 New
UR
181
USCA RIA
Texas
$1.28M +$67K +1,918 +6%
IAA
182
Independent Advisor Alliance
North Carolina
$1.24M +$1.24M +35,641 New
IAN
183
Integrated Advisors Network
Texas
$1.23M +$1.23M +35,350 New
PFGIA
184
Patriot Financial Group Insurance Agency
Massachusetts
$1.17M +$1.03M +44,489 +716%
RCA
185
Rowland Carmichael Advisors
Arizona
$1.15M -$11.8K -339 -1%
EGA
186
E&G Advisors
Texas
$1.14M -$1.4K -40 -0.1%
GTAM
187
Global Trust Asset Management
Florida
$1.12M -$315K -9,011 -22%
SA
188
Stewardship Advisors
Pennsylvania
$1.1M +$1.1M +31,512 New
LWAC
189
Laurel Wealth Advisors (California)
California
$1.1M +$597K +17,122 +120%
US Bancorp
190
US Bancorp
Minnesota
$1.06M +$398K +11,418 +61%
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$967K +$857K +24,553 +781%
GIA
192
GHP Investment Advisors
Colorado
$935K +$163K +4,673 +21%
IMC Chicago
193
IMC Chicago
Illinois
$897K +$897K +25,686 New
IWM
194
IHT Wealth Management
Illinois
$893K +$893K +25,576 New
CAC
195
Certified Advisory Corp
Florida
$876K +$67.9K +1,945 +8%
AWA
196
Arete Wealth Advisors
Illinois
$843K -$92.8K -2,660 -10%
WWM
197
Western Wealth Management
Colorado
$838K -$6.42K -184 -0.8%
PA
198
PFG Advisors
Arizona
$831K -$3.65K -105 -0.4%
CC
199
Courier Capital
New York
$779K +$256K +7,328 +49%
AIS
200
American Investment Services
Massachusetts
$779K +$260K +7,450 +50%
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