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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

383 hedge funds and large institutions have $6.14B invested in SPDR Portfolio S&P 500 Value ETF in 2020 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 163 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+66
Holders Change %
+20.82%
% of All Funds
6.8%
Holding in Top 10
59
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18%
% of All Funds
1.05%
New
90
Increased
163
Reduced
96
Closed
20
Calls
$3.28M
Puts
$3.21M
Net Calls
+$72K
Net Calls Change
-$2.5M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$366M
2
HC
Hamilton Capital
Ohio
+$285M
3
DCM
Dupont Capital Management
Delaware
+$272M
4
Franklin Resources
Franklin Resources
California
+$131M
5
LPL Financial
LPL Financial
California
+$57.7M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$121M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$33.8M
3
ACM
AlphaStar Capital Management
North Carolina
-$27.6M
4
BL
Balentine LLC
Georgia
-$13M
5
NA
Nottingham Advisors
New York
-$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
226
Rehmann Capital Advisory Group
Michigan
$705K -$295K -8,581 -29%
CFGS
227
Concourse Financial Group Securities
Alabama
$698K +$43.7K +1,270 +7%
PWG
228
Private Wealth Group
Florida
$672K +$672K +19,549 New
Bank of New York Mellon
229
Bank of New York Mellon
New York
$649K -$1.38M -39,965 -68%
22CM
230
20/20 Capital Management
California
$648K -$299K -8,638 -32%
LWAC
231
Laurel Wealth Advisors (California)
California
$645K +$39.4K +1,147 +7%
WPW
232
Waldron Private Wealth
Pennsylvania
$640K – – –
KFGK
233
Keystone Financial Group (Kentucky)
Kentucky
$617K +$617K +17,938 New
DA
234
Detalus Advisors
Missouri
$600K -$6.88K -200 -1%
OIA
235
OneDigital Investment Advisors
Kansas
$598K +$257K +7,480 +76%
WP
236
WealthPLAN Partners
Nebraska
$584K +$68.4K +1,942 +13%
PWM
237
Perigon Wealth Management
California
$581K +$111K +3,222 +24%
MAM
238
Meeder Asset Management
Ohio
$577K +$577K +16,766 New
FNBOO
239
First National Bank of Omaha
Nebraska
$573K – – –
MIAS
240
Mason Investment Advisory Services
Virginia
$563K – – –
WAP
241
Wealthcare Advisory Partners
Pennsylvania
$549K +$18.1K +526 +3%
SPIA
242
Steward Partners Investment Advisory
New York
$536K -$103 -3 -0%
RFC
243
Regions Financial Corp
Alabama
$536K – – –
EE
244
EWG Elevate
California
$536K +$8.36K +243 +2%
MAWCM
245
Mine & Arao Wealth Creation & Management
California
$533K +$1.41K +41 +0.3%
LNC
246
Lincoln National Corp
Pennsylvania
$532K – – –
KM
247
Kalos Management
Georgia
$531K -$69.7K -1,955 -12%
SCA
248
Snowden Capital Advisors
New York
$523K +$153K +4,454 +41%
PFM
249
Phillips Financial Management
Indiana
$515K -$24.4K -709 -5%
MP
250
McDonald Partners
Ohio
$507K +$507K +14,744 New
8 9
10
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