SPYV icon

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.

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
1
Financial Engines Advisors
California
$587M
2
HI
2
Horizon Investments
North Carolina
$302M
3
PI
3
PFS Investments
Georgia
$135M
4
AA
4
Alesco Advisors
New York
$87.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$94.7M

Top Sellers

1
FWM
1
Focused Wealth Management
New York
$425K
2
BL
2
Balentine LLC
Georgia
$12.4M
3
PPA
3
Parametric Portfolio Associates
Washington
$2.58M
4
MW
4
Marcum Wealth
Ohio
$4.35M
5
MD
5
Money Design
Japan
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
26
BlackRock
New York
$29.4M +$7.3M +251,941 +33%
MWPCG
27
Measured Wealth Private Client Group
New Hampshire
$27.1M +$4.97M +171,390 +22%
PSUF
28
People's United Financial
Connecticut
$26.8M +$4.38M +151,250 +20%
FFG
29
Ford Financial Group
California
$26.3M +$913K +31,517 +4%
NEWAS
30
N.E.W. Advisory Services
Wisconsin
$25.8M +$25.8M +889,136 New
EWA
31
ERTS Wealth Advisors
Michigan
$25.7M +$2.97M +102,559 +13%
IWA
32
Inspirion Wealth Advisors
Illinois
$25.5M -$313K -10,816 -1%
BCI
33
Brinker Capital Investments
Pennsylvania
$25.2M -$589K -20,337 -2%
RWM
34
Reston Wealth Management
Virginia
$24.4M +$1.98M +68,480 +9%
SS
35
Simplicity Solutions
Minnesota
$24.2M +$12M +413,547 +98%
AWM
36
AE Wealth Management
Kansas
$23.2M +$10.7M +369,188 +85%
Wells Fargo
37
Wells Fargo
California
$22.8M +$9.34M +322,447 +69%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$22.6M +$22.6M +778,989 New
FFS
39
Founders Financial Securities
Maryland
$22.4M +$17M +585,228 +310%
MD
40
Money Design
Japan
$22.3M -$11M -379,837 -33%
ONB
41
Old National Bancorp
Indiana
$21.5M +$1.09M +37,658 +5%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$19.7M +$3.69M +127,444 +23%
NB
43
Nicolet Bankshares
Wisconsin
$19.5M +$4.37M +150,907 +29%
KA
44
Klingman & Associates
New York
$19.2M +$908K +31,333 +5%
ARG
45
Advisory Resource Group
Oklahoma
$19M +$732K +25,264 +4%
LFAS
46
Level Four Advisory Services
Texas
$18.8M +$17.1M +589,490 +1,021%
PAG
47
Private Advisor Group
New Jersey
$18M +$88.3K +3,048 +0.5%
CWM
48
Connecticut Wealth Management
Connecticut
$17.6M +$8.54M +220,162 +94%
PFA
49
Pure Financial Advisors
California
$16.7M -$3.39M -116,809 -17%
RIM
50
Redwood Investment Management
Arizona
$16.6M +$14M +482,983 +553%
1
2
3 4 5