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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

330 hedge funds and large institutions have $2.58B invested in SPDR Portfolio S&P 500 Value ETF in 2020 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 105 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
-23
Holders Change %
-6.52%
% of All Funds
7.29%
Holding in Top 10
47
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-17.54%
% of All Funds
1.04%
New
55
Increased
143
Reduced
105
Closed
68
Calls
–
Puts
$204K
Net Calls
-$204K
Net Calls Change
-$578K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$268M
2
Stifel Financial
Stifel Financial
Missouri
$63.3M
3
AF
Allworth Financial
California
$122M
4
LPL Financial
LPL Financial
California
$98.8M
5
NP
NorthRock Partners
Minnesota
$51.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$29.9M
2
HI
Horizon Investments
North Carolina
$41.4M
3
CCMG
Clark Capital Management Group
Pennsylvania
$2.95M
4
PPA
Parametric Portfolio Associates
Washington
$12.9M
5
BL
Balentine LLC
Georgia
$26.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
226
Miracle Mile Advisors
California
$348K +$348K +13,453 New
B
227
Bridgeworth
Alabama
$348K +$348K +13,485 New
MA
228
Mutual Advisors
Nebraska
$343K -$2.23M -86,399 -87%
TCA
229
Transcend Capital Advisors
New Jersey
$342K -$70.2K -2,720 -17%
OIA
230
Optimum Investment Advisors
Illinois
$336K – – –
DI
231
DFPG Investments
Utah
$333K +$63.8K +2,315 +24%
KFI
232
Key Financial Inc
Pennsylvania
$329K +$329K +12,516 New
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$319K – – –
Principal Financial Group
234
Principal Financial Group
Iowa
$314K +$13K +503 +4%
AP
235
Advisor Partners
California
$311K +$311K +12,028 New
SFSIG
236
San Francisco Sentry Investment Group
California
$310K +$1.89K +73 +0.6%
ACG
237
Allen Capital Group
Nebraska
$307K -$3.28M -126,692 -91%
PWMG
238
Prestige Wealth Management Group
New Jersey
$299K +$8.86K +343 +3%
TA
239
TCG Advisors
Texas
$298K -$1.34M -51,992 -82%
AIC
240
Ameritas Investment Company
Nebraska
$291K -$110K -4,270 -27%
XS
241
XR Securities
Illinois
$287K +$287K +11,120 New
GM
242
GeoWealth Management
Illinois
$284K +$284K +11,025 New
WIC
243
Woodmont Investment Counsel
Tennessee
$277K +$277K +10,715 New
APP
244
Avantax Planning Partners
Iowa
$275K +$25K +971 +10%
CAL
245
Capital Analysts LLC
Pennsylvania
$273K +$23.2K +900 +9%
FHA
246
Flagship Harbor Advisors
Massachusetts
$271K +$113K +4,375 +72%
Koshinski Asset Management
247
Koshinski Asset Management
Illinois
$268K -$21.3K -821 -7%
SCA
248
Snowden Capital Advisors
New York
$267K +$66.7K +2,582 +33%
JPMorgan Chase & Co
249
JPMorgan Chase & Co
New York
$260K +$99.7K +3,853 +62%
TWM
250
Triton Wealth Management
Arizona
$260K +$260K +9,209 New
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