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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
$268M
2
Stifel Financial
Stifel Financial
Missouri
$63.3M
3
AF
Allworth Financial
California
$122M
4
LPL Financial
LPL Financial
California
$98.8M
5
NP
NorthRock Partners
Minnesota
$51.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$29.9M
2
HI
Horizon Investments
North Carolina
$41.4M
3
CCMG
Clark Capital Management Group
Pennsylvania
$2.95M
4
PPA
Parametric Portfolio Associates
Washington
$12.9M
5
BL
Balentine LLC
Georgia
$26.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
376
Smith Capital Management
Arkansas
– -$222K -6,345 Closed
CA
377
Cetera Advisors
Colorado
– -$220K -6,328 Closed
SDAM
378
Shulman DeMeo Asset Management
New York
– -$221K -6,317 Closed
LS
379
Leelyn Smith
Illinois
– -$158 -4,525 Closed
PCIA
380
Prime Capital Investment Advisors
Kansas
– -$128K -3,656 Closed
IFWM
381
Institute for Wealth Management
Colorado
– -$118K -3,380 Closed
Deutsche Bank
382
Deutsche Bank
Germany
– -$111K -3,186 Closed
MCWS
383
McKinley Carter Wealth Services
West Virginia
– -$95K -2,731 Closed
TRCT
384
Tower Research Capital (TRC)
New York
– -$78K -2,240 Closed
Bessemer Group
385
Bessemer Group
New Jersey
– -$78K -2,240 Closed
BWA
386
BDO Wealth Advisors
Florida
– -$67K -1,912 Closed
TCWM
387
Total Clarity Wealth Management
Illinois
– -$52K -1,500 Closed
AAP
388
Arax Advisory Partners
Colorado
– -$45K -1,280 Closed
BRC
389
Bell Rock Capital
Delaware
– -$31K -875 Closed
APW
390
Acima Private Wealth
Virginia
– -$30K -846 Closed
MIM
391
Macroview Investment Management
Maryland
– -$22K -642 Closed
TWA
392
TCI Wealth Advisors
Arizona
– -$13K -367 Closed
PA
393
PSI Advisors
Florida
– -$10K -300 Closed
CL
394
Cabana LLC
Arkansas
– -$8K -224 Closed
EI
395
Ellevest Inc
New York
– -$6K -167 Closed
SIAP
396
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$4K -117 Closed
EAM
397
Eukles Asset Management
Ohio
– -$2K -48 Closed
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