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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 %
PFG
351
Pacific Financial Group
Washington
– -$556K -15,915 Closed
SCM
352
Stonehearth Capital Management
Massachusetts
– -$531K -15,200 Closed
NRI
353
NFP Retirement Inc
California
– -$519K -14,905 Closed
NF
354
Nikulski Financial
Iowa
– -$473K -13,726 Closed
VBFP
355
Valtinson Bruner Financial Planning
Minnesota
– -$428K -12,296 Closed
TSS
356
Two Sigma Securities
New York
– -$357K -10,215 Closed
PWM
357
Paulson Wealth Management
Illinois
– -$341K -9,630 Closed
V
358
Veritable
Delaware
– -$334K -9,568 Closed
CCP
359
Corient Capital Partners
California
– -$330K -9,448 Closed
PFS
360
Prospera Financial Services
Texas
– -$315K -9,018 Closed
TC
361
Truvestments Capital
Florida
– -$296K -8,484 Closed
ICMP
362
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$283K -8,130 Closed
PG
363
Prostatis Group
Maryland
– -$276K -7,903 Closed
FMWA
364
Forvis Mazars Wealth Advisors
Missouri
– -$270K -7,741 Closed
BAM
365
Belpointe Asset Management
Nevada
– -$267K -7,669 Closed
JWCA
366
J.W. Cole Advisors
Florida
– -$254K -7,284 Closed
BWP
367
Bernardo Wealth Planning
Pennsylvania
– -$254K -7,279 Closed
TPA
368
Trivium Point Advisory
Connecticut
– -$251K -7,177 Closed
FI
369
Financial Insights
Washington
– -$244K -6,984 Closed
CIBC Private Wealth Group
370
CIBC Private Wealth Group
Georgia
– -$243K -6,958 Closed
Creative Planning
371
Creative Planning
Kansas
– -$240K -6,888 Closed
WAM
372
Wallington Asset Management
Indiana
– -$237K -6,790 Closed
MWM
373
Meridian Wealth Management
Kentucky
– -$235K -6,733 Closed
AA
374
Alesco Advisors
New York
– -$232K -6,643 Closed
ZF
375
Zhang Financial
Michigan
– -$227K -6,438 Closed
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