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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 %
LAS
276
Lloyd Advisory Services
Georgia
$130K +$98.4K +3,810 +311%
CA
277
Clearstead Advisors
Ohio
$129K +$129K +5,000 New
CFGS
278
Concourse Financial Group Securities
Alabama
$117K +$27.7K +1,076 +31%
BA
279
Ballast Advisors
Minnesota
$116K +$30.8K +1,195 +36%
OAM
280
Oppenheimer Asset Management
New York
$116K +$116K +4,499 New
VNA
281
Valley National Advisers
Pennsylvania
$112K – – –
OSNBOA
282
Old Second National Bank of Aurora
Illinois
$102K -$12.5K -485 -11%
VRM
283
Vectors Research Management
New York
$100K -$5.3K -205 -5%
FGAM
284
Financial Gravity Asset Management
Texas
$86.1K +$65.6K +14,714 +320%
CFG
285
Citizens Financial Group
Rhode Island
$85K +$85K +3,293 New
PB
286
Pinnacle Bancorp
Nebraska
$76K +$76K +2,958 New
US Bancorp
287
US Bancorp
Minnesota
$75K -$706K -27,355 -90%
GRP
288
Global Retirement Partners
California
$71K +$47.4K +1,824 +201%
SNT
289
Security National Trust
West Virginia
$59K – – –
FM
290
Family Management
New York
$48K – – –
PFGIA
291
Patriot Financial Group Insurance Agency
Massachusetts
$46K -$1.25M -48,903 -96%
LWANC
292
Laurel Wealth Advisors (North Carolina)
North Carolina
$46K – – –
IBOK
293
Independence Bank of Kentucky
Kentucky
$46K – – –
BC
294
Belmont Capital
California
$42K – – –
CIAS
295
Capital Investment Advisory Services
North Carolina
$40K +$12.9K +500 +48%
WAS
296
Winch Advisory Services
Wisconsin
$39K -$4.3M -166,972 -99%
WEC
297
Winslow Evans & Crocker
Massachusetts
$32K +$23.7K +916 +286%
NFG
298
Next Financial Group
Texas
$30K +$4.63K +182 +18%
VFA
299
Valeo Financial Advisors
Indiana
$27K +$27K +992 New
AssetMark Inc
300
AssetMark Inc
California
$26K -$12.1M -463,739 -100%
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