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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 %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$19.7M -$880K -29,134 -4%
JPMPWA
52
J.P. Morgan Private Wealth Advisors
California
$19.5M +$4.46M +147,669 +30%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$17.6M +$1.28M +40,605 +8%
PFA
54
Pure Financial Advisors
California
$17.2M -$201K -6,651 -1%
AWM
55
Altium Wealth Management
New York
$17.1M +$1.07M +35,272 +7%
Ameriprise
56
Ameriprise
Minnesota
$15.2M +$4.24M +140,530 +39%
SFM
57
Signet Financial Management
New Jersey
$15.1M +$955K +30,971 +7%
RA
58
Riversedge Advisors
Delaware
$14M +$472K +15,644 +4%
IWM
59
IHT Wealth Management
Illinois
$13.9M +$900K +29,786 +7%
MAS
60
Managed Account Services
Florida
$13.9M +$2.08M +66,301 +18%
BL
61
Balentine LLC
Georgia
$13M +$92.4K +3,059 +0.7%
HighTower Advisors
62
HighTower Advisors
Illinois
$12.8M +$932K +30,828 +8%
5L
63
55I LLC
Massachusetts
$12.7M +$3.08M +102,028 +32%
FNT
64
First National Trust
Pennsylvania
$12.5M -$550K -18,227 -4%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$12.4M +$10.1M +334,866 +436%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$12.4M +$229K +7,577 +2%
Betterment LLC
67
Betterment LLC
New York
$11.8M -$1.22M -40,548 -9%
UCFA
68
United Capital Financial Advisors
Texas
$11.3M -$870K -28,804 -7%
EDRIA
69
Edmonds Duncan Registered Investment Advisors
Kansas
$11M +$1.23M +40,755 +13%
TF
70
TIAA FSB
Florida
$10.9M -$2.36M -78,266 -18%
LFG
71
Larson Financial Group
Missouri
$10.4M +$1.49M +49,288 +17%
JWS
72
Juncture Wealth Strategies
Arizona
$9.67M +$370K +12,266 +4%
CI
73
CX Institutional
Indiana
$9.48M +$2.73M +90,393 +40%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$9.14M -$1.37M -45,303 -13%
BC
75
Burney Company
Virginia
$8.57M +$186K +6,172 +2%
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