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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.

New
Increased
Maintained
Reduced
Closed
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 %
EH
51
Equitable Holdings
New York
$16.5M +$8.42M +290,556 +104%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$15.6M -$6.03M -198,401 -28%
AWM
53
Altium Wealth Management
New York
$15.3M -$3.91M -134,982 -20%
MFG
54
Magnus Financial Group
New York
$15.2M +$7.36M +254,069 +93%
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$14.4M +$14M +482,688 +3,352%
SFM
56
Signet Financial Management
New Jersey
$14.3M +$1.56M +49,911 +12%
CIM
57
Confluence Investment Management
Missouri
$13.4M +$31K +1,071 +0.2%
SL
58
Systelligence LLC
Minnesota
$13.1M -$2.21M -76,348 -14%
RA
59
Riversedge Advisors
Delaware
$12.9M +$314K +10,835 +2%
TF
60
TIAA FSB
Florida
$12.7M +$12.7M +439,882 New
IWM
61
IHT Wealth Management
Illinois
$12.5M +$1.7M +58,716 +16%
Betterment LLC
62
Betterment LLC
New York
$12.5M -$3.56M -122,808 -22%
FNT
63
First National Trust
Pennsylvania
$12.5M -$3.11M -107,251 -20%
BL
64
Balentine LLC
Georgia
$12.4M -$17.4M -599,351 -58%
UCFA
65
United Capital Financial Advisors
Texas
$11.7M +$243K +8,371 +2%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$11.6M +$1.37M +47,330 +13%
AIA
67
Alera Investment Advisors
Illinois
$11.6M +$10M +346,551 +657%
HighTower Advisors
68
HighTower Advisors
Illinois
$11.4M +$6.24M +215,339 +121%
MAS
69
Managed Account Services
Florida
$11.4M +$4.32M +142,954 +61%
Ameriprise
70
Ameriprise
Minnesota
$10.6M -$944K -32,563 -8%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$10.1M -$2.63M -90,747 -21%
EDRIA
72
Edmonds Duncan Registered Investment Advisors
Kansas
$9.38M +$199K +6,856 +2%
5L
73
55I LLC
Massachusetts
$9.2M +$3.98M +137,190 +76%
JWS
74
Juncture Wealth Strategies
Arizona
$8.92M +$3.17M +109,251 +55%
LFG
75
Larson Financial Group
Missouri
$8.51M +$821K +28,314 +11%
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