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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 %
PI
26
PFS Investments
Georgia
$23.9M -$63.1M -2,443,339 -73%
IWA
27
Inspirion Wealth Advisors
Illinois
$23M -$151K -5,852 -0.7%
BCI
28
Brinker Capital Investments
Pennsylvania
$23M -$1.26M -48,703 -5%
FFG
29
Ford Financial Group
California
$22.7M +$452K +17,492 +2%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$20.4M +$2.96M +103,547 +17%
EWA
31
ERTS Wealth Advisors
Michigan
$20.3M +$20.3M +785,611 New
RWM
32
Reston Wealth Management
Virginia
$20M +$20M +773,666 New
PSUF
33
People's United Financial
Connecticut
$20M +$17.5M +675,982 +692%
MWPCG
34
Measured Wealth Private Client Group
New Hampshire
$19.7M +$1.73M +66,814 +10%
BlackRock
35
BlackRock
New York
$19.7M +$8.51M +329,296 +76%
ONB
36
Old National Bancorp
Indiana
$18.2M +$2.18M +84,185 +14%
PFA
37
Pure Financial Advisors
California
$17.9M +$10.3M +398,206 +135%
AWM
38
Altium Wealth Management
New York
$17.2M -$2.28M -88,160 -12%
KA
39
Klingman & Associates
New York
$16.3M +$16.3M +630,258 New
ARG
40
Advisory Resource Group
Oklahoma
$16.2M +$16.2M +628,703 New
PAG
41
Private Advisor Group
New Jersey
$16M +$12M +462,850 +297%
Betterment LLC
42
Betterment LLC
New York
$14.3M +$7.97M +308,449 +126%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$14.3M -$4.12M -159,472 -22%
FNT
44
First National Trust
Pennsylvania
$13.9M -$460K -17,787 -3%
MW
45
Marcum Wealth
Ohio
$13.9M +$1.69M +65,277 +14%
SL
46
Systelligence LLC
Minnesota
$13.7M +$8.47M +327,736 +163%
NB
47
Nicolet Bankshares
Wisconsin
$13.5M +$8.57M +331,835 +176%
PPA
48
Parametric Portfolio Associates
Washington
$12.9M -$71.2M -2,756,711 -85%
Wells Fargo
49
Wells Fargo
California
$12M +$2.57M +99,649 +27%
CIM
50
Confluence Investment Management
Missouri
$11.9M +$11.9M +460,956 New
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