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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 %
AIC
301
Ayalon Insurance Company
Israel
$20K +$10.9K +354 +119%
S
302
SignatureFD
Georgia
$15K -$119K -4,061 -89%
CAGAS
303
Capital Advisory Group Advisory Services
Minnesota
$15K – – –
AWM
304
Atticus Wealth Management
Florida
$12K +$12K +408 New
CAL
305
Capital Advisors Ltd
Ohio
$8K -$20.2K -695 -72%
FHA
306
First Horizon Advisors
Tennessee
$8K -$9.37K -321 -54%
ACA
307
Aptus Capital Advisors
Alabama
$7K – – –
JCM
308
Jacobi Capital Management
Pennsylvania
$6K – – –
BFC
309
Bedel Financial Consulting
Indiana
$5K +$29 +1 +0.6%
MF
310
Manchester Financial
California
$5K +$665 +23 +15%
SIM
311
Sonora Investment Management
Arizona
$3K – – –
RIM
312
Rockbridge Investment Management
New York
$2K – – –
FP
313
Financial Perspectives
Minnesota
$1.59K – – –
CPA
314
Clear Perspective Advisors
Illinois
$1.2K +$1.2K +6,721 New
FCM
315
Firestone Capital Management
Florida
$1K – – –
Koshinski Asset Management
316
Koshinski Asset Management
Illinois
$272 -$68 -2,150 -20%
RIM
317
Redwood Investment Management
Arizona
– -$16.6M -570,336 Closed
CNC
318
Citizens & Northern Corp
Pennsylvania
– -$4.76M -164,203 Closed
ECM
319
ExodusPoint Capital Management
New York
– -$4.75M -163,800 Closed
OMC
320
Old Mission Capital
Illinois
– -$3.12M -107,502 Closed
AI
321
Atria Investments
North Carolina
– -$1.62M -55,893 Closed
CAPTRUST Financial Advisors
322
CAPTRUST Financial Advisors
North Carolina
– -$1.51M -52,083 Closed
Renaissance Technologies
323
Renaissance Technologies
New York
– -$1.45M -50,100 Closed
Jane Street
324
Jane Street
New York
– -$1.17M -40,383 Closed
CCMG
325
Clark Capital Management Group
Pennsylvania
– -$966K -33,321 Closed
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