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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

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

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$911M
2
ACM
AlphaStar Capital Management
North Carolina
$33.3M
3
Stifel Financial
Stifel Financial
Missouri
$95.2M
4
DCM
Dupont Capital Management
Delaware
$66.4M
5
EH
Equitable Holdings
New York
$34.8M

Top Sellers

1
HI
Horizon Investments
North Carolina
$121M
2
PI
PFS Investments
Georgia
$68.7M
3
APP
Avantax Planning Partners
Iowa
$2.88M
4
RIM
Redwood Investment Management
Arizona
$0
5
PAG
Private Advisor Group
New Jersey
$8.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
276
WealthShield Partners
North Carolina
$131K +$53.6K +1,774 +69%
LAS
277
Lloyd Advisory Services
Georgia
$130K -$34.3K -1,133 -21%
HF
278
Halpern Financial
Virginia
$124K +$124K +4,092 New
OSNBOA
279
Old Second National Bank of Aurora
Illinois
$121K +$12.1K +399 +11%
VRM
280
Vectors Research Management
New York
$112K -$4.99K -165 -4%
PP
281
PrairieView Partners
Minnesota
$110K -$2K -66 -2%
PB
282
Pinnacle Bancorp
Nebraska
$83K -$6.47K -214 -7%
US Bancorp
283
US Bancorp
Minnesota
$78K -$150 -5 -0.2%
SNT
284
Security National Trust
West Virginia
$69K – – –
FHC
285
First Horizon Corporation
Tennessee
$63K +$63K +2,102 New
LWANC
286
Laurel Wealth Advisors (North Carolina)
North Carolina
$62K +$8.17K +270 +15%
WEC
287
Winslow Evans & Crocker
Massachusetts
$52K – – –
BWM
288
BerganKDV Wealth Management
Minnesota
$51K +$51K +1,693 New
PNC Financial Services Group
289
PNC Financial Services Group
Pennsylvania
$49K +$31.4K +1,039 +179%
CIAS
290
Capital Investment Advisory Services
North Carolina
$47K – – –
PWMG
291
Prestige Wealth Management Group
New Jersey
$45K – – –
TIM
292
Tortoise Investment Management
New York
$41K – – –
CA
293
Clearstead Advisors
Ohio
$36K – – –
PFGIA
294
Patriot Financial Group Insurance Agency
Massachusetts
$35K -$603 -20 -2%
NFG
295
Next Financial Group
Texas
$28K +$28K +931 New
SIS
296
Sound Income Strategies
Florida
$26K +$179 +6 +0.7%
M
297
MOTCO
Texas
$23K – – –
BW
298
Bison Wealth
Georgia
$23K – – –
CDIA
299
Capital Directions Investment Advisors
Georgia
$22K – – –
JAWM
300
J. Arnold Wealth Management
Ohio
$20K +$148 +5 +0.7%
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12
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