SPYV icon

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 %
Susquehanna International Group
251
Susquehanna International Group
Pennsylvania
$498K +$498K +14,490 New
CS
252
Capital Square
Tennessee
$487K +$6.35K +185 +1%
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$487K +$322K +9,359 +195%
JPMorgan Chase & Co
254
JPMorgan Chase & Co
New York
$483K +$74.7K +2,171 +18%
FWM
255
Focused Wealth Management
New York
$476K -$1.72K -50 -0.4%
Cetera Investment Advisers
256
Cetera Investment Advisers
Illinois
$467K +$467K +13,590 New
FFG
257
Frisch Financial Group
New York
$466K +$183K +5,343 +65%
CAL
258
Capital Analysts LLC
Pennsylvania
$459K +$53.7K +1,560 +13%
BC
259
Brio Consultants
California
$457K +$1.45K +42 +0.3%
OPS
260
Orion Portfolio Solutions
Nebraska
$457K +$94.8K +2,759 +26%
OIA
261
Optimum Investment Advisors
Illinois
$430K -$17.2K -500 -4%
1SB
262
1ST Source Bank
Indiana
$415K +$179K +5,212 +76%
BTWM
263
Baker Tilly Wealth Management
Wisconsin
$414K +$414K +12,028 New
SFSIG
264
San Francisco Sentry Investment Group
California
$398K -$19K -552 -5%
B
265
Bridgeworth
Alabama
$398K +$3.09K +90 +0.8%
CAS
266
Coppell Advisory Solutions
Texas
$387K +$387K +11,261 New
Principal Financial Group
267
Principal Financial Group
Iowa
$375K +$12.6K +366 +3%
SWP
268
Stratos Wealth Partners
Ohio
$372K +$86.3K +2,512 +30%
V
269
Veritable
Delaware
$355K +$355K +10,330 New
IWC
270
Integrated Wealth Concepts
Massachusetts
$349K +$25.4K +739 +8%
WA
271
Wambolt & Associates
Colorado
$342K +$51.1K +1,487 +18%
CL
272
COWA LLC
Oklahoma
$341K +$341K +9,630 New
JAG
273
Journey Advisory Group
Kentucky
$337K +$337K +9,792 New
BI
274
Ballast Inc
Kentucky
$335K -$3.05M -88,754 -90%
JWCA
275
J.W. Cole Advisors
Florida
$335K +$28.1K +816 +9%
9 10
11
12 13