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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
+$207M
2
Stifel Financial
Stifel Financial
Missouri
+$62.3M
3
AF
Allworth Financial
California
+$32.4M
4
LPL Financial
LPL Financial
California
+$28.2M
5
NP
NorthRock Partners
Minnesota
+$27.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$397M
2
HI
Horizon Investments
North Carolina
-$147M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$106M
4
PPA
Parametric Portfolio Associates
Washington
-$71.2M
5
BL
Balentine LLC
Georgia
-$67.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
326
Evoke Wealth
California
$1.73K +$1.73K +67 New
FP
327
Financial Perspectives
Minnesota
$1.34K +$26 +1 +2%
FCM
328
Firestone Capital Management
Florida
$1K -$62.9K -2,200 -98%
JCM
329
Jacobi Capital Management
Pennsylvania
$1K – – –
BFG
330
Barber Financial Group
Kansas
– -$18.8M -538,356 Closed
VCM
331
Virtue Capital Management
Tennessee
– -$18.5M -531,004 Closed
NEIRG
332
New England Investment & Retirement Group
Massachusetts
– -$9.56M -273,758 Closed
CWA
333
Clarus Wealth Advisors
Arizona
– -$7.56M -216,254 Closed
BRWA
334
B. Riley Wealth Advisors
Florida
– -$7.19M -205,791 Closed
VFA
335
Voya Financial Advisors
Connecticut
– -$4.33M -124,386 Closed
SRSA
336
S.R. Schill & Associates
Washington
– -$3.58M -102,616 Closed
RIA
337
Regal Investment Advisors
Michigan
– -$3.32M -95,039 Closed
Citadel Advisors
338
Citadel Advisors
Florida
– -$3.09M -88,416 Closed
BSAM
339
Blue Sky Asset Management
Colorado
– -$2.76M -78,995 Closed
CAG
340
Csenge Advisory Group
Florida
– -$2.74M -78,511 Closed
EWM
341
Executive Wealth Management
Michigan
– -$2.64M -75,659 Closed
HTC
342
Haverford Trust Company
Pennsylvania
– -$2.14M -61,195 Closed
Cohen & Steers
343
Cohen & Steers
New York
– -$2.07M -59,138 Closed
LI
344
LVZ Inc
Michigan
– -$1.62M -46,492 Closed
TCM
345
Tradewinds Capital Management
Washington
– -$1.47M -42,006 Closed
GSIS
346
Global Strategic Investment Solutions
Arizona
– -$763K -21,855 Closed
OMC
347
Old Mission Capital
Illinois
– -$712K -20,392 Closed
CPA
348
Clear Perspective Advisors
Illinois
– -$585K -16,744 Closed
LSA
349
Lion Street Advisors
Texas
– -$578K -16,538 Closed
IWC
350
Integrated Wealth Concepts
Massachusetts
– -$560K -16,052 Closed
12 13
14
15 16