SPYV icon

SPDR Portfolio S&P 500 Value ETF

317 hedge funds and large institutions have $4.36B invested in SPDR Portfolio S&P 500 Value ETF in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 154 increasing their positions, 109 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-15
Holders Change %
-4.52%
% of All Funds
6.41%
Holding in Top 10
50
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.04%
% of All Funds
1.01%
New
25
Increased
154
Reduced
109
Closed
37
Calls
$4.54M
Puts
$1.97M
Net Calls
+$2.57M
Net Calls Change
+$1.99M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
251
Wambolt & Associates
Colorado
$256K -$18K -594 -7%
C
252
Certuity
Florida
$255K -$26K -860 -9%
SWP
253
Stratos Wealth Partners
Ohio
$251K +$14.9K +494 +6%
FFG
254
Frisch Financial Group
New York
$248K +$248K +8,227 New
HIA
255
Harbor Investment Advisory
Maryland
$245K -$4.86K -161 -2%
SHJ
256
Sharkey, Howes & Javer
Colorado
$235K
CWM
257
Cahaba Wealth Management
Georgia
$234K -$111K -3,664 -32%
AAS
258
Avantax Advisory Services
Texas
$234K +$234K +7,750 New
AssetMark Inc
259
AssetMark Inc
California
$233K +$225K +7,444 +2,788%
GEA
260
Glen Eagle Advisors
New Jersey
$228K -$9K -298 -4%
SL
261
Salomon & Ludwin
Virginia
$225K
TRCT
262
Tower Research Capital (TRC)
New York
$222K -$3.25M -107,806 -94%
CGFA
263
Colton Groome Financial Advisors
North Carolina
$219K -$44.5K -1,471 -17%
SAM
264
SignalPoint Asset Management
Missouri
$212K -$56.8K -1,880 -21%
KA
265
Kovack Advisors
Florida
$211K +$211K +7,000 New
APWA
266
Atlas Private Wealth Advisors
New Jersey
$210K -$5.82K -193 -3%
1SB
267
1ST Source Bank
Indiana
$207K +$207K +6,857 New
WAM
268
Wallington Asset Management
Indiana
$202K +$202K +6,700 New
LFG
269
LifePlan Financial Group
Ohio
$191K -$37.5K -1,243 -16%
CFD
270
Creative Financial Designs
Indiana
$165K -$28.6K -949 -15%
RCA
271
Ranch Capital Advisors
Florida
$160K +$30.5K +942 +24%
Fifth Third Bancorp
272
Fifth Third Bancorp
Ohio
$145K +$81.9K +2,711 +130%
Citigroup
273
Citigroup
New York
$142K +$114K +3,774 +412%
BA
274
Ballast Advisors
Minnesota
$138K +$3.12K +103 +2%
VNA
275
Valley National Advisers
Pennsylvania
$131K