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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 %
EI
301
Ellevest Inc
New York
$235K +$235K +6,825 New
APWA
302
Atlas Private Wealth Advisors
New Jersey
$234K -$5.15K -150 -2%
APA
303
American Portfolios Advisors
New York
$232K -$64.3K -1,871 -22%
MA
304
Mutual Advisors
Nebraska
$230K +$230K +6,680 New
MSAM
305
Moloney Securities Asset Management
Missouri
$224K +$224K +6,522 New
FPW
306
Flagship Private Wealth
Massachusetts
$222K +$222K +6,510 New
SDAM
307
Shulman DeMeo Asset Management
New York
$220K +$220K +6,399 New
GC
308
Grimes & Company
Massachusetts
$220K +$220K +6,402 New
MCWS
309
McKinley Carter Wealth Services
West Virginia
$220K +$220K +6,414 New
DI
310
DFPG Investments
Utah
$213K -$123K -3,502 -37%
BI
311
Berkeley Inc
Idaho
$210K +$210K +6,104 New
ATPW
312
Ashton Thomas Private Wealth
Arizona
$208K +$208K +6,055 New
HVIA
313
Hudson Valley Investment Advisors
New York
$206K +$206K +5,994 New
GKWIM
314
Gerber Kawasaki Wealth & Investment Management
California
$204K +$204K +5,944 New
MMA
315
Miracle Mile Advisors
California
$203K +$203K +5,894 New
AP
316
Advisor Partners
California
$201K -$240K -6,991 -54%
WEC
317
Winslow Evans & Crocker
Massachusetts
$197K +$138K +4,015 +234%
CFD
318
Creative Financial Designs
Indiana
$181K -$7.54K -219 -4%
LAS
319
Lloyd Advisory Services
Georgia
$173K +$25.1K +729 +17%
Citigroup
320
Citigroup
New York
$156K -$5.37K -156 -3%
BA
321
Ballast Advisors
Minnesota
$155K -$1.3K -38 -0.8%
VNA
322
Valley National Advisers
Pennsylvania
$150K – – –
OSNBOA
323
Old Second National Bank of Aurora
Illinois
$150K +$12.5K +365 +9%
HF
324
Halpern Financial
Virginia
$141K – – –
AWM
325
Accel Wealth Management
Iowa
$133K +$133K +3,868 New
11 12
13
14 15