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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 %
WAP
301
Wealthcare Advisory Partners
Pennsylvania
$26K +$26K +1,000 New
TIM
302
Tortoise Investment Management
New York
$25K – – –
CAL
303
Capital Advisors Ltd
Ohio
$25K – – –
Citigroup
304
Citigroup
New York
$24K +$15.3K +583 +176%
SIS
305
Sound Income Strategies
Florida
$22K +$205 +8 +0.9%
BW
306
Bison Wealth
Georgia
$20K – – –
M
307
MOTCO
Texas
$20K +$20K +774 New
CDIA
308
Capital Directions Investment Advisors
Georgia
$19K – – –
JAWM
309
J. Arnold Wealth Management
Ohio
$17K -$20.6K -805 -55%
WQ
310
Wealth Quarterback
New Jersey
$16.2K +$13.1K +508 +423%
ACA
311
Atlas Capital Advisors
Wyoming
$16K – – –
PNC Financial Services Group
312
PNC Financial Services Group
Pennsylvania
$15K – – –
SWA
313
Stratos Wealth Advisors
Ohio
$14K +$14K +528 New
HWA
314
HCR Wealth Advisors
California
$10K – – –
FHA
315
First Horizon Advisors
Tennessee
$8K -$10.2K -395 -56%
SFS
316
Sowell Financial Services
Arkansas
$7K -$56.4K -2,239 -89%
ACA
317
Aptus Capital Advisors
Alabama
$6K – – –
AIC
318
Ayalon Insurance Company
Israel
$5K -$1.01M -44,792 -100%
BFC
319
Bedel Financial Consulting
Indiana
$4K +$23 +1 +0.6%
EWM
320
EPG Wealth Management
Georgia
$4K +$1.46K +51 +57%
MF
321
Manchester Financial
California
$4K +$4K +150 New
SF
322
Synovus Financial
Georgia
$4K +$4K +155 New
RFM
323
Royal Fund Management
Florida
$3K -$3.11M -126,539 -100%
CFN
324
Cordasco Financial Network
Florida
$3K – – –
LWA
325
Lowe Wealth Advisors
Maryland
$2K +$2K +81 New
11 12
13
14 15