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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 %
XS
351
XR Securities
Illinois
– -$287K -11,120 Closed
S
352
Surevest
California
– -$257K -9,944 Closed
TWM
353
Triton Wealth Management
Arizona
– -$260K -9,209 Closed
AFP
354
Ausdal Financial Partners
Iowa
– -$249K -8,925 Closed
VHAM
355
Van Hulzen Asset Management
California
– -$221K -8,565 Closed
HA
356
HC Advisors
Georgia
– -$201K -7,787 Closed
CFG
357
CMC Financial Group
Georgia
– -$201K -7,787 Closed
SA
358
Strategic Advisors
New York
– -$206K -7,451 Closed
OAM
359
Oppenheimer Asset Management
New York
– -$116K -4,499 Closed
FM
360
Family Management
New York
– -$48K -1,861 Closed
IBOK
361
Independence Bank of Kentucky
Kentucky
– -$46K -1,793 Closed
BC
362
Belmont Capital
California
– -$42K -1,625 Closed
NFG
363
Next Financial Group
Texas
– -$30K -1,179 Closed
WQ
364
Wealth Quarterback
New Jersey
– -$16.2K -628 Closed
SWA
365
Stratos Wealth Advisors
Ohio
– -$14K -528 Closed
HWA
366
HCR Wealth Advisors
California
– -$10K -400 Closed
SF
367
Synovus Financial
Georgia
– -$4K -155 Closed
EWM
368
EPG Wealth Management
Georgia
– -$4K -140 Closed
CFN
369
Cordasco Financial Network
Florida
– -$3K -134 Closed
RFM
370
Royal Fund Management
Florida
– -$3K -122 Closed
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