SPYV icon

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 %
US Bancorp
326
US Bancorp
Minnesota
$130K +$40.4K +1,176 +45%
ADIM
327
Alpha DNA Investment Management
Maryland
$127K +$127K +3,700 New
PP
328
PrairieView Partners
Minnesota
$122K -$3.56K -103 -3%
SMA
329
Sage Mountain Advisors
Georgia
$117K +$117K +3,391 New
AIC
330
Ayalon Insurance Company
Israel
$109K +$86.6K +2,519 +387%
LWANC
331
Laurel Wealth Advisors (North Carolina)
North Carolina
$95K +$24.6K +715 +35%
PB
332
Pinnacle Bancorp
Nebraska
$94K – – –
RCA
333
Ranch Capital Advisors
Florida
$80K -$88.9K -2,603 -53%
SNT
334
Security National Trust
West Virginia
$78K – – –
AssetMark Inc
335
AssetMark Inc
California
$73K -$191K -5,578 -72%
FHC
336
First Horizon Corporation
Tennessee
$72K – – –
PFGIA
337
Patriot Financial Group Insurance Agency
Massachusetts
$71K +$30.8K +891 +77%
NL
338
NVWM LLC
Pennsylvania
$64K +$64K +1,854 New
TRCT
339
Tower Research Capital (TRC)
New York
$62K -$193K -5,574 -76%
PNC Financial Services Group
340
PNC Financial Services Group
Pennsylvania
$56K – – –
FCH
341
Freestone Capital Holdings
Washington
$56K +$56K +1,628 New
BWM
342
Baystate Wealth Management
Massachusetts
$54K +$54K +1,578 New
VRM
343
Vectors Research Management
New York
$53K -$73.7K -2,154 -58%
PWMG
344
Prestige Wealth Management Group
New Jersey
$51K – – –
WWM
345
Wagner Wealth Management
South Carolina
$51K +$51K +1,482 New
VFA
346
Valeo Financial Advisors
Indiana
$48K +$48K +1,386 New
TIM
347
Tortoise Investment Management
New York
$47K – – –
KPCM
348
Kings Point Capital Management
New York
$47K +$47K +1,364 New
HNB
349
Huntington National Bank
Ohio
$45K – – –
CA
350
Clearstead Advisors
Ohio
$41K – – –
12 13
14
15 16