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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 %
PP
251
PrairieView Partners
Minnesota
$258K +$258K +9,981 New
S
252
Surevest
California
$257K +$1.22K +47 +0.5%
APA
253
American Portfolios Advisors
New York
$252K -$5.03M -194,626 -95%
GEA
254
Glen Eagle Advisors
New Jersey
$250K -$5.3K -205 -2%
AFP
255
Ausdal Financial Partners
Iowa
$249K -$17.1K -612 -6%
SAM
256
SignalPoint Asset Management
Missouri
$246K -$792K -30,623 -76%
WA
257
Wambolt & Associates
Colorado
$236K +$56.9K +2,200 +32%
PWG
258
Private Wealth Group
Florida
$234K +$234K +9,050 New
CIC
259
Carnegie Investment Counsel
Ohio
$230K +$230K +8,889 New
CGFA
260
Colton Groome Financial Advisors
North Carolina
$223K -$155K -6,011 -41%
HIA
261
Harbor Investment Advisory
Maryland
$221K -$318K -12,290 -59%
VHAM
262
Van Hulzen Asset Management
California
$221K -$96.4K -3,735 -30%
SHJ
263
Sharkey, Howes & Javer
Colorado
$219K – – –
CSPIA
264
Cary Street Partners Investment Advisory
Virginia
$219K +$8.6K +334 +4%
SA
265
Strategic Advisors
New York
$206K +$206K +7,451 New
CFG
266
CMC Financial Group
Georgia
$201K -$12.4K -480 -6%
HA
267
HC Advisors
Georgia
$201K +$201K +7,787 New
LFG
268
LifePlan Financial Group
Ohio
$196K – – –
S
269
SignatureFD
Georgia
$188K -$184K -7,101 -49%
SL
270
Salomon & Ludwin
Virginia
$180K +$29.9K +1,157 +20%
ASN
271
Advisory Services Network
Georgia
$175K +$60.9K +2,351 +53%
CFD
272
Creative Financial Designs
Indiana
$166K +$5.88K +228 +4%
OPS
273
Orion Portfolio Solutions
Nebraska
$161K -$50.7M -1,966,676 -100%
William Blair & Company
274
William Blair & Company
Illinois
$154K -$167K -6,439 -52%
WP
275
WealthShield Partners
North Carolina
$147K -$92K -3,569 -38%
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