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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

332 hedge funds and large institutions have $4.04B invested in SPDR Portfolio S&P 500 Value ETF in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 153 increasing their positions, 105 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
6.82%
Holding in Top 10
49
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.26%
% of All Funds
1.01%
New
42
Increased
153
Reduced
105
Closed
39
Calls
$594K
Puts
$6K
Net Calls
+$588K
Net Calls Change
+$792K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$587M
2
HI
2
Horizon Investments
North Carolina
$302M
3
PI
3
PFS Investments
Georgia
$135M
4
AA
4
Alesco Advisors
New York
$87.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$94.7M

Top Sellers

1
FWM
1
Focused Wealth Management
New York
$425K
2
BL
2
Balentine LLC
Georgia
$12.4M
3
PPA
3
Parametric Portfolio Associates
Washington
$2.58M
4
MW
4
Marcum Wealth
Ohio
$4.35M
5
MD
5
Money Design
Japan
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
251
Koshinski Asset Management
Illinois
$311K +$11.3K +390 +4%
AO
252
Advisor OS
Illinois
$291K +$291K +10,034 New
APA
253
American Portfolios Advisors
New York
$289K +$6.52K +225 +2%
GCA
254
Greenwood Capital Associates
South Carolina
$286K -$138K -4,760 -33%
CAL
255
Capital Analysts LLC
Pennsylvania
$281K -$25.5K -880 -8%
ACG
256
Allen Capital Group
Nebraska
$280K -$64.5K -2,224 -19%
C
257
Certuity
Florida
$270K +$270K +9,304 New
WA
258
Wambolt & Associates
Colorado
$263K -$1.77K -61 -0.7%
PWG
259
Private Wealth Group
Florida
$262K – – –
CSPIA
260
Cary Street Partners Investment Advisory
Virginia
$261K +$15.3K +530 +6%
PCM
261
Pennsylvania Capital Management
Pennsylvania
$260K +$260K +8,989 New
PP
262
Professional Planning
California
$260K +$260K +8,989 New
SAM
263
SignalPoint Asset Management
Missouri
$258K -$18.1K -625 -7%
CIC
264
Carnegie Investment Counsel
Ohio
$258K – – –
CGFA
265
Colton Groome Financial Advisors
North Carolina
$252K +$1.94K +67 +0.8%
BBNA
266
Bremer Bank National Association
Minnesota
$244K +$244K +8,420 New
MA
267
Mutual Advisors
Nebraska
$242K -$144K -4,951 -37%
HIA
268
Harbor Investment Advisory
Maryland
$240K -$7.89K -272 -3%
EWA
269
Exencial Wealth Advisors
Oklahoma
$230K +$230K +7,933 New
SWP
270
Stratos Wealth Partners
Ohio
$227K -$1.32M -45,311 -85%
GEA
271
Glen Eagle Advisors
New Jersey
$227K -$53.5K -1,847 -19%
SHJ
272
Sharkey, Howes & Javer
Colorado
$225K -$19.9K -688 -8%
LFG
273
LifePlan Financial Group
Ohio
$220K – – –
JPMorgan Chase & Co
274
JPMorgan Chase & Co
New York
$217K -$74.5K -2,567 -26%
SL
275
Salomon & Ludwin
Virginia
$215K +$13.5K +466 +7%
9 10
11
12 13