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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 %
Osaic Holdings
26
Osaic Holdings
Arizona
$43.9M -$3.99M -116,069 -8%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$43.1M +$1.88M +54,553 +5%
EH
28
Equitable Holdings
New York
$41.8M +$2.18M +63,268 +5%
MWPCG
29
Measured Wealth Private Client Group
New Hampshire
$36.4M +$1.52M +44,297 +4%
Wells Fargo
30
Wells Fargo
California
$36.3M +$7.2M +209,364 +25%
NEWAS
31
N.E.W. Advisory Services
Wisconsin
$34.9M +$2.72M +78,958 +8%
NA
32
Nottingham Advisors
New York
$32.3M -$11.1M -324,141 -26%
SS
33
Simplicity Solutions
Minnesota
$32.2M +$3.04M +88,450 +10%
AWM
34
AE Wealth Management
Kansas
$31.1M +$3.62M +105,355 +13%
EWA
35
ERTS Wealth Advisors
Michigan
$30.9M +$248K +7,199 +0.8%
RWM
36
Reston Wealth Management
Virginia
$30.7M +$519K +15,080 +2%
CFG
37
Compton Financial Group
Maryland
$30M +$30M +838,527 New
ONB
38
Old National Bancorp
Indiana
$29.9M +$2.08M +60,603 +7%
MFG
39
Magnus Financial Group
New York
$29.9M +$3.44M +99,890 +13%
IWA
40
Inspirion Wealth Advisors
Illinois
$28.4M -$223K -6,498 -0.8%
AIA
41
Alera Investment Advisors
Illinois
$28.4M +$1.25M +36,376 +5%
NB
42
Nicolet Bankshares
Wisconsin
$27.2M +$1.9M +55,296 +8%
AO
43
Advisor OS
Illinois
$27M +$27M +558,578 New
FFS
44
Founders Financial Securities
Maryland
$26.8M +$769K +22,376 +3%
BCI
45
Brinker Capital Investments
Pennsylvania
$26.7M -$1.88M -54,765 -7%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$26.4M +$3.98M +115,821 +18%
FFG
47
Ford Financial Group
California
$25.5M -$303K -8,808 -1%
PSUF
48
People's United Financial
Connecticut
$25.4M -$4.53M -131,581 -15%
CIM
49
Confluence Investment Management
Missouri
$24.9M +$980K +28,498 +4%
MD
50
Money Design
Japan
$24.6M +$1.6M +47,012 +7%
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