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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 %
NFG
351
Next Financial Group
Texas
$32K – – –
SIS
352
Sound Income Strategies
Florida
$30K +$171 +5 +0.6%
M
353
MOTCO
Texas
$27K – – –
BW
354
Bison Wealth
Georgia
$27K – – –
CDIA
355
Capital Directions Investment Advisors
Georgia
$25K – – –
CHC
356
City Holding Co
West Virginia
$24K +$24K +705 New
JAWM
357
J. Arnold Wealth Management
Ohio
$23K +$135 +4 +0.6%
ACA
358
Atlas Capital Advisors
Wyoming
$21.4K +$21.4K +621 New
CAGAS
359
Capital Advisory Group Advisory Services
Minnesota
$17K – – –
RWA
360
Ropes Wealth Advisors
Massachusetts
$17K +$17K +500 New
ATC
361
Adirondack Trust Company
New York
$17K +$17K +510 New
ACA
362
Aptus Capital Advisors
Alabama
$15K +$6.57K +195 +78%
AWM
363
Atticus Wealth Management
Florida
$14K – – –
FHA
364
First Horizon Advisors
Tennessee
$11K +$1.73K +51 +19%
TWM
365
Tradition Wealth Management
Minnesota
$11K +$11K +312 New
CAL
366
Capital Advisors Ltd
Ohio
$9K – – –
DA
367
DCM Advisors
New York
$9K +$9K +267 New
S
368
SignatureFD
Georgia
$8K -$9.46K -278 -54%
JCM
369
Jacobi Capital Management
Pennsylvania
$6K – – –
MF
370
Manchester Financial
California
$6K – – –
BFC
371
Bedel Financial Consulting
Indiana
$6K +$34 +1 +0.6%
LWM
372
Liberty Wealth Management
California
$5K +$5K +150 New
OIM
373
Oder Investment Management
California
$4K +$4K +114 New
SIAG
374
Safeguard Investment Advisory Group
California
$4K +$4K +145 New
CRI
375
Colonial River Investments
Virginia
$2.15K +$2.15K +60,190 New
13 14
15
16 17