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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 %
ISWM
201
Independent Solutions Wealth Management
New York
$763K +$763K +21,862 New
GSIS
202
Global Strategic Investment Solutions
Arizona
$763K +$4.36K +125 +0.6%
MIAN
203
Mariner Independent Advisor Network
Kansas
$751K +$7.75K +222 +1%
HIA
204
Harbor Investment Advisory
Maryland
$727K +$727K +20,834 New
FAIM
205
Financial Advocates Investment Management
Washington
$721K +$7.99K +229 +1%
OMC
206
Old Mission Capital
Illinois
$712K +$712K +20,392 New
CB
207
Community Bank
New York
$686K -$708K -20,280 -51%
EE
208
EWG Elevate
California
$681K +$681K +19,497 New
Mercer Global Advisors
209
Mercer Global Advisors
Colorado
$672K +$244K +6,987 +57%
CWM
210
Cahaba Wealth Management
Georgia
$662K +$3.52K +101 +0.5%
CCWA
211
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$654K +$33.6K +964 +5%
CFG
212
Cooper Financial Group
California
$652K +$297K +8,503 +84%
SW
213
SkyOak Wealth
Michigan
$636K +$636K +18,214 New
Bank of New York Mellon
214
Bank of New York Mellon
New York
$624K +$37.6K +1,076 +6%
SPC
215
Sigma Planning Corp
Michigan
$600K +$79.8K +2,286 +15%
PFM
216
Phillips Financial Management
Indiana
$599K -$162K -4,638 -21%
FIM
217
Fernwood Investment Management
Massachusetts
$587K – – –
CPA
218
Clear Perspective Advisors
Illinois
$585K -$538K -15,391 -48%
LSA
219
Lion Street Advisors
Texas
$578K +$578K +16,538 New
BA
220
Bristlecone Advisors
Washington
$566K +$56.4K +1,615 +11%
IWC
221
Integrated Wealth Concepts
Massachusetts
$560K +$560K +16,052 New
TCA
222
Transcend Capital Advisors
New Jersey
$558K +$558K +15,973 New
PFG
223
Pacific Financial Group
Washington
$556K +$556K +15,915 New
RFC
224
Regions Financial Corp
Alabama
$545K – – –
AIC
225
Ameritas Investment Company
Nebraska
$545K +$160K +4,590 +42%
7 8
9
10 11