SPYV icon

SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

317 hedge funds and large institutions have $4.36B invested in SPDR Portfolio S&P 500 Value ETF in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 154 increasing their positions, 109 reducing their positions, and 37 closing their positions.

Holders
317
Holders Change
-15
Holders Change %
-4.52%
% of All Funds
6.41%
Holding in Top 10
50
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.04%
% of All Funds
1.01%
New
25
Increased
154
Reduced
109
Closed
37
Calls
$4.54M
Puts
$1.97M
Net Calls
+$2.57M
Net Calls Change
+$1.99M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$911M
2
ACM
2
AlphaStar Capital Management
North Carolina
$33.3M
3
Stifel Financial
3
Stifel Financial
Missouri
$95.2M
4
DCM
4
Dupont Capital Management
Delaware
$66.4M
5
EH
5
Equitable Holdings
New York
$34.8M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$121M
2
PI
2
PFS Investments
Georgia
$68.7M
3
APP
3
Avantax Planning Partners
Iowa
$2.88M
4
RIM
4
Redwood Investment Management
Arizona
$0
5
PAG
5
Private Advisor Group
New Jersey
$8.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
26
Benjamin F. Edwards & Company
Missouri
$36.2M +$12.7M +419,781 +54%
BlackRock
27
BlackRock
New York
$35.7M +$5.04M +166,912 +16%
EH
28
Equitable Holdings
New York
$34.8M +$17.6M +581,583 +102%
ACM
29
AlphaStar Capital Management
North Carolina
$33.3M +$29.3M +947,277 +732%
MWPCG
30
Measured Wealth Private Client Group
New Hampshire
$30.6M +$2.36M +78,173 +8%
NEWAS
31
N.E.W. Advisory Services
Wisconsin
$28.3M +$1.4M +46,348 +5%
EWA
32
ERTS Wealth Advisors
Michigan
$26.9M +$104K +3,448 +0.4%
RWM
33
Reston Wealth Management
Virginia
$26.5M +$1.06M +34,953 +4%
PSUF
34
People's United Financial
Connecticut
$26.3M -$1.61M -53,447 -6%
Wells Fargo
35
Wells Fargo
California
$25.6M +$1.77M +58,555 +7%
SS
36
Simplicity Solutions
Minnesota
$25.6M +$333K +11,024 +1%
IWA
37
Inspirion Wealth Advisors
Illinois
$25.2M -$1.44M -47,775 -5%
BCI
38
Brinker Capital Investments
Pennsylvania
$25.1M -$1.18M -39,087 -4%
ONB
39
Old National Bancorp
Indiana
$24.5M +$2.04M +67,604 +9%
AWM
40
AE Wealth Management
Kansas
$24.2M -$54.7K -1,812 -0.2%
AIA
41
Alera Investment Advisors
Illinois
$23.9M +$11.8M +390,777 +98%
MFG
42
Magnus Financial Group
New York
$23.2M +$7.35M +243,407 +46%
FFS
43
Founders Financial Securities
Maryland
$22.9M -$483K -15,999 -2%
FFG
44
Ford Financial Group
California
$22.6M -$4.79M -158,507 -17%
NB
45
Nicolet Bankshares
Wisconsin
$22.2M +$1.95M +64,431 +10%
ARG
46
Advisory Resource Group
Oklahoma
$21.3M +$1.58M +52,289 +8%
CIM
47
Confluence Investment Management
Missouri
$21M +$7.08M +234,306 +51%
KA
48
Klingman & Associates
New York
$20.4M +$433K +14,346 +2%
MD
49
Money Design
Japan
$20.3M -$2.96M -97,943 -13%
LFAS
50
Level Four Advisory Services
Texas
$19.8M +$268K +8,858 +1%
1
2
3 4 5