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

Top Sellers

1
FWM
Focused Wealth Management
New York
$425K
2
BL
Balentine LLC
Georgia
$12.4M
3
PPA
Parametric Portfolio Associates
Washington
$2.58M
4
MW
Marcum Wealth
Ohio
$4.35M
5
MD
Money Design
Japan
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
276
B. Riley Wealth Advisors
Florida
$214K +$214K +7,325 New
JPG
277
Jordan Park Group
California
$209K -$569K -19,581 -73%
APWA
278
Atlas Private Wealth Advisors
New Jersey
$207K +$207K +7,154 New
MWM
279
Meridian Wealth Management
Kentucky
$200K +$200K +6,902 New
CFD
280
Creative Financial Designs
Indiana
$186K -$348 -12 -0.2%
LAS
281
Lloyd Advisory Services
Georgia
$157K +$11.3K +390 +8%
William Blair & Company
282
William Blair & Company
Illinois
$156K -$15.7K -542 -9%
S
283
SignatureFD
Georgia
$133K -$78.5K -2,700 -37%
BA
284
Ballast Advisors
Minnesota
$129K -$1.33K -46 -1%
VNA
285
Valley National Advisers
Pennsylvania
$126K – – –
RCA
286
Ranch Capital Advisors
Florida
$124K -$344K -11,123 -74%
VRM
287
Vectors Research Management
New York
$112K – – –
PP
288
PrairieView Partners
Minnesota
$107K -$181K -6,278 -63%
OSNBOA
289
Old Second National Bank of Aurora
Illinois
$105K -$9.9K -340 -9%
PB
290
Pinnacle Bancorp
Nebraska
$86K – – –
US Bancorp
291
US Bancorp
Minnesota
$75K -$8.6K -299 -10%
WP
292
WealthShield Partners
North Carolina
$74K -$90.8K -3,142 -55%
SNT
293
Security National Trust
West Virginia
$66K – – –
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
$60K +$59.6K +2,074 +15,954%
LWANC
295
Laurel Wealth Advisors (North Carolina)
North Carolina
$52K – – –
WEC
296
Winslow Evans & Crocker
Massachusetts
$50K +$14K +479 +39%
CFG
297
Citizens Financial Group
Rhode Island
$47K -$47.5K -1,656 -50%
CIAS
298
Capital Investment Advisory Services
North Carolina
$45K – – –
PWMG
299
Prestige Wealth Management Group
New Jersey
$43K -$294K -10,098 -87%
TIM
300
Tortoise Investment Management
New York
$39K +$11K +380 +39%
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