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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 %
AIC
276
Ameritas Investment Company
Nebraska
$324K -$83.2K -2,417 -20%
FWI
277
Facet Wealth Inc
Maryland
$321K +$321K +9,320 New
Carson Wealth (CWM LLC)
278
Carson Wealth (CWM LLC)
Nebraska
$319K – – –
PP
279
Professional Planning
California
$309K +$309K +8,989 New
Koshinski Asset Management
280
Koshinski Asset Management
Illinois
$307K +$11.3K +328 +4%
CIC
281
Carnegie Investment Counsel
Ohio
$306K – – –
BBNA
282
Bremer Bank National Association
Minnesota
$305K – – –
KAS
283
Kestra Advisory Services
Texas
$301K +$301K +8,811 New
C
284
Certuity
Florida
$290K – – –
BRWA
285
B. Riley Wealth Advisors
Florida
$288K -$76.7K -2,222 -21%
FMN
286
Financial Management Network
California
$288K +$288K +8,113 New
SW
287
SVB Wealth
Massachusetts
$286K +$286K +8,317 New
Mercer Global Advisors
288
Mercer Global Advisors
Colorado
$281K -$75.1K -2,182 -21%
CFG
289
Citizens Financial Group
Rhode Island
$275K -$147K -4,270 -35%
CPA
290
Clear Perspective Advisors
Illinois
$270K +$39.3K +1,144 +17%
SHJ
291
Sharkey, Howes & Javer
Colorado
$267K – – –
EWA
292
Exencial Wealth Advisors
Oklahoma
$265K +$265K +7,705 New
GEA
293
Glen Eagle Advisors
New Jersey
$259K -$481 -14 -0.2%
CGFA
294
Colton Groome Financial Advisors
North Carolina
$258K +$9.25K +269 +4%
SAM
295
SignalPoint Asset Management
Missouri
$252K +$10.5K +306 +4%
MCM
296
MAI Capital Management
Ohio
$245K +$245K +7,124 New
CCM
297
Condor Capital Management
New Jersey
$243K -$1.01M -29,315 -81%
CWM
298
Cahaba Wealth Management
Georgia
$243K -$27.3K -782 -10%
SL
299
Salomon & Ludwin
Virginia
$241K -$14.8K -430 -6%
RIA
300
Regal Investment Advisors
Michigan
$237K +$237K +6,901 New
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