SPYV icon

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
1
Financial Engines Advisors
California
$268M
2
Stifel Financial
2
Stifel Financial
Missouri
$63.3M
3
AF
3
Allworth Financial
California
$122M
4
LPL Financial
4
LPL Financial
California
$98.8M
5
NP
5
NorthRock Partners
Minnesota
$51.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$29.9M
2
HI
2
Horizon Investments
North Carolina
$41.4M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$2.95M
4
PPA
4
Parametric Portfolio Associates
Washington
$12.9M
5
BL
5
Balentine LLC
Georgia
$26.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$11.3M +$2.36M +91,488 +26%
SFM
52
Signet Financial Management
New Jersey
$11.3M +$2.04M +73,907 +22%
RA
53
Riversedge Advisors
Delaware
$11.3M +$11.3M +435,814 New
AWM
54
AE Wealth Management
Kansas
$11.2M -$2.3M -88,894 -17%
SS
55
Simplicity Solutions
Minnesota
$10.9M -$2.58M -99,771 -19%
Ameriprise
56
Ameriprise
Minnesota
$10.3M -$2.84M -109,822 -22%
UCFA
57
United Capital Financial Advisors
Texas
$10.2M -$5.16M -199,627 -34%
IWM
58
IHT Wealth Management
Illinois
$9.64M +$8.98M +347,443 +1,358%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$9.15M +$984K +38,068 +12%
FWM
60
Foresight Wealth Management
Utah
$8.76M +$284K +11,004 +3%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$8.63M -$5.15M -199,439 -37%
EDRIA
62
Edmonds Duncan Registered Investment Advisors
Kansas
$8.19M +$8.19M +316,848 New
EFL
63
ERn Financial LLC
Wisconsin
$8.03M +$627K +24,262 +8%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$7.95M -$3.17M -128,433 -29%
PWPS
65
Pinnacle Wealth Planning Services
Ohio
$7.93M +$1.94M +82,471 +32%
BC
66
Burney Company
Virginia
$7.53M +$810K +31,340 +12%
EH
67
Equitable Holdings
New York
$7.21M +$5.57M +215,705 +342%
MFG
68
Magnus Financial Group
New York
$7.02M +$7.02M +271,837 New
LFG
69
Larson Financial Group
Missouri
$6.86M +$1.58M +61,214 +30%
CI
70
CX Institutional
Indiana
$6.85M +$407K +15,758 +6%
WFPG
71
Waller Financial Planning Group
Ohio
$6.69M +$1.02M +39,663 +18%
Mariner
72
Mariner
Kansas
$6.64M +$3.44M +132,980 +107%
AIA
73
Alera Investment Advisors
Illinois
$6.47M +$6.47M +52,779 New
TFA
74
TPG Financial Advisors
Oregon
$6.15M -$247K -9,556 -4%
AF
75
Advisornet Financial
Minnesota
$6.12M +$4.39M +169,818 +254%
1 2
3
4 5