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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

332 hedge funds and large institutions have $4.04B invested in SPDR Portfolio S&P 500 Value ETF in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 153 increasing their positions, 105 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
6.82%
Holding in Top 10
49
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.26%
% of All Funds
1.01%
New
42
Increased
153
Reduced
105
Closed
39
Calls
$594K
Puts
$6K
Net Calls
+$588K
Net Calls Change
+$792K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$587M
2
HI
Horizon Investments
North Carolina
$302M
3
PI
PFS Investments
Georgia
$135M
4
AA
Alesco Advisors
New York
$87.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$94.7M

Top Sellers

1
FWM
Focused Wealth Management
New York
$425K
2
BL
Balentine LLC
Georgia
$12.4M
3
PPA
Parametric Portfolio Associates
Washington
$2.58M
4
MW
Marcum Wealth
Ohio
$4.35M
5
MD
Money Design
Japan
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
326
Lowe Wealth Advisors
Maryland
$2K – – –
RIM
327
Rockbridge Investment Management
New York
$2K +$2K +60 New
CL
328
Cabana LLC
Arkansas
$2K +$2K +64 New
FP
329
Financial Perspectives
Minnesota
$1.51K – – –
FCM
330
Firestone Capital Management
Florida
$1K – – –
FI
331
Financial Insights
Washington
$202 +$202 +1,970 New
FFG
332
Frisch Financial Group
New York
– -$5.23M -202,394 Closed
SL
333
Stevard LLC
Illinois
– -$3.68M -142,409 Closed
PF
334
Phoenix Financial
Israel
– -$2.98M -117,897 Closed
BCM
335
Brookstone Capital Management
Illinois
– -$2.67M -103,238 Closed
IMC Chicago
336
IMC Chicago
Illinois
– -$1.79M -69,171 Closed
Susquehanna International Group
337
Susquehanna International Group
Pennsylvania
– -$1.2M -46,265 Closed
AWM
338
Aprio Wealth Management
Georgia
– -$1.12M -43,353 Closed
HC
339
HNP Capital
New York
– -$748K -27,546 Closed
SA
340
Stewardship Advisors
Pennsylvania
– -$559K -21,634 Closed
FGAM
341
Financial Gravity Asset Management
Texas
– -$86.1K -19,307 Closed
TAM
342
Todd Asset Management
Kentucky
– -$486K -18,795 Closed
GTAM
343
Global Trust Asset Management
Florida
– -$494K -18,775 Closed
SMG
344
Smart Money Group
Texas
– -$422K -16,341 Closed
MSAM
345
Moloney Securities Asset Management
Missouri
– -$403K -15,590 Closed
IAA
346
Independent Advisor Alliance
North Carolina
– -$368K -14,249 Closed
TI
347
Trexquant Investment
Connecticut
– -$364K -14,090 Closed
MMA
348
Miracle Mile Advisors
California
– -$348K -13,453 Closed
TCA
349
Transcend Capital Advisors
New Jersey
– -$342K -13,253 Closed
TA
350
TCG Advisors
Texas
– -$298K -11,538 Closed
11 12 13
14
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