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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 %
SMFS
326
Squar Milner Financial Services
California
– -$722K -24,917 Closed
Deutsche Bank
327
Deutsche Bank
Germany
– -$567K -19,555 Closed
FG
328
Fiduciary Group
Georgia
– -$549K -18,941 Closed
TSS
329
Two Sigma Securities
New York
– -$481K -16,592 Closed
Franklin Resources
330
Franklin Resources
California
– -$502K -16,508 Closed
CG
331
Colony Group
Massachusetts
– -$416K -14,366 Closed
RIA
332
Regal Investment Advisors
Michigan
– -$386K -13,326 Closed
BSW
333
Buckingham Strategic Wealth
Missouri
– -$368K -12,697 Closed
MOS
334
MGO One Seven
Ohio
– -$349K -12,047 Closed
BF
335
BOK Financial
Oklahoma
– -$339K -11,700 Closed
CCWA
336
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$339K -11,683 Closed
WIC
337
Woodmont Investment Counsel
Tennessee
– -$311K -10,715 Closed
AO
338
Advisor OS
Illinois
– -$291K -10,034 Closed
GCA
339
Greenwood Capital Associates
South Carolina
– -$286K -9,855 Closed
ACG
340
Allen Capital Group
Nebraska
– -$280K -9,652 Closed
PWG
341
Private Wealth Group
Florida
– -$262K -9,050 Closed
PP
342
Professional Planning
California
– -$260K -8,989 Closed
PCM
343
Pennsylvania Capital Management
Pennsylvania
– -$260K -8,989 Closed
MA
344
Mutual Advisors
Nebraska
– -$242K -8,339 Closed
EWA
345
Exencial Wealth Advisors
Oklahoma
– -$230K -7,933 Closed
JPG
346
Jordan Park Group
California
– -$209K -7,196 Closed
William Blair & Company
347
William Blair & Company
Illinois
– -$156K -5,400 Closed
FI
348
Financial Insights
Washington
– -$202 -1,970 Closed
VFA
349
Valeo Financial Advisors
Indiana
– -$29K -992 Closed
ACA
350
Atlas Capital Advisors
Wyoming
– -$18K -621 Closed
11 12 13
14
15