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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 %
CFG
201
Cooper Financial Group
California
$325K +$325K +10,160 New
CCP
202
Corient Capital Partners
California
$323K +$20.6K +644 +7%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$319K – – –
MSAM
204
Moloney Securities Asset Management
Missouri
$315K -$1.7M -53,123 -84%
PWM
205
Paulson Wealth Management
Illinois
$314K +$2.91K +91 +0.9%
APP
206
Avantax Planning Partners
Iowa
$310K +$310K +9,690 New
CA
207
Cetera Advisors
Colorado
$309K +$48.1K +1,503 +18%
S
208
SignatureFD
Georgia
$306K +$253K +7,905 +472%
AFP
209
Ausdal Financial Partners
Iowa
$287K -$6K -188 -2%
CCFM
210
Clear Creek Financial Management
Washington
$284K +$284K +8,417 New
TC
211
Truvestments Capital
Florida
$276K – – –
SHJ
212
Sharkey, Howes & Javer
Colorado
$270K – – –
ICMP
213
Integrated Capital Management (Pennsylvania)
Pennsylvania
$257K -$96 -3 -0%
QCM
214
Quest Capital Management
Texas
$243K +$243K +7,591 New
LFG
215
LifePlan Financial Group
Ohio
$242K – – –
DI
216
DFPG Investments
Utah
$239K +$239K +7,727 New
OCM
217
One Capital Management
California
$229K +$229K +7,178 New
AA
218
Alesco Advisors
New York
$225K +$5.15K +161 +2%
FI
219
Financial Insights
Washington
$223K +$223K +6,984 New
PP
220
PrairieView Partners
Minnesota
$221K +$221K +6,916 New
WAM
221
Wallington Asset Management
Indiana
$217K +$217K +6,790 New
CFD
222
Creative Financial Designs
Indiana
$205K +$119K +3,855 +140%
PFS
223
Prospera Financial Services
Texas
$201K +$201K +6,277 New
SDAM
224
Shulman DeMeo Asset Management
New York
$201K +$201K +6,289 New
PFGIA
225
Patriot Financial Group Insurance Agency
Massachusetts
$199K +$42.5K +1,326 +27%
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