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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.

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
1
Envestnet Asset Management
Illinois
$576M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$82.4M
3
AG
3
Advisor Group
Arizona
$190M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$68.9M
5
GI
5
Gradient Investments
Minnesota
$71.2M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$278M
2
BC
2
Brio Consultants
California
$4.73M
3
BL
3
Balentine LLC
Georgia
$127M
4
PWAG
4
Polaris Wealth Advisory Group
California
$0
5
PWPS
5
Pinnacle Wealth Planning Services
Ohio
$8.88M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$576M 16,502,614 +6,605,098 +67%
VA
2
Valmark Advisers
Ohio
$278M 7,963,569 -467,509 -6%
HI
3
Horizon Investments
North Carolina
$255M 7,307,324 +1,336,059 +22%
AG
4
Advisor Group
Arizona
$190M 5,430,537 +2,216,348 +69%
Bank of America
5
Bank of America
North Carolina
$157M 4,487,202 +567,134 +14%
CCMG
6
Clark Capital Management Group
Pennsylvania
$147M 4,203,877 +1,758,265 +72%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$127M 3,644,860 +1,292,947 +55%
BL
8
Balentine LLC
Georgia
$127M 3,643,606 -116,792 -3%
AF
9
Allworth Financial
California
$121M 3,465,431 +155,305 +5%
PI
10
PFS Investments
Georgia
$118M 3,367,615 +1,306,918 +63%
PPA
11
Parametric Portfolio Associates
Washington
$114M 3,257,017 +21,645 +0.7%
LPL Financial
12
LPL Financial
California
$95.3M 2,730,588 +555,492 +26%
Morgan Stanley
13
Morgan Stanley
New York
$84.9M 2,432,202 +435,527 +22%
Financial Engines Advisors
14
Financial Engines Advisors
California
$82.4M 2,361,417 +2,274,296 +2,611%
NAS
15
Nicolet Advisory Services
Wisconsin
$74.6M 2,136,449 +109,455 +5%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$73.9M 2,117,879 +202,637 +11%
GI
17
Gradient Investments
Minnesota
$71.2M 2,040,371 +1,793,643 +727%
OPS
18
Orion Portfolio Solutions
Nebraska
$68.9M 1,972,925 +1,972,925 New
KFA
19
Kays Financial Advisory
Georgia
$52M 1,488,396 +24,687 +2%
AI
20
Accredited Investors
Minnesota
$50.8M 1,455,499 +386,594 +36%
TC
21
TownSquare Capital
Utah
$48.1M 1,377,140 +36,142 +3%
LFS
22
Lutz Financial Services
Nebraska
$47.1M 1,349,164 +84,520 +7%
TAIM
23
TD Ameritrade Investment Management
Nebraska
$42.3M 1,212,959 +123,480 +11%
ACM
24
AlphaStar Capital Management
North Carolina
$41.7M 1,195,119 +83,382 +8%
FWM
25
Focused Wealth Management
New York
$35.6M 1,019,333 +84,462 +9%
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