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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 %
JPMPWA
51
J.P. Morgan Private Wealth Advisors
California
$23.8M +$1.66M +48,402 +8%
KA
52
Klingman & Associates
New York
$23.2M -$76K -2,210 -0.3%
CWM
53
Connecticut Wealth Management
Connecticut
$22.6M +$13M +270,778 +135%
LFAS
54
Level Four Advisory Services
Texas
$21.8M -$779K -22,655 -3%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$21.7M +$2.2M +62,575 +11%
ARG
56
Advisory Resource Group
Oklahoma
$21.5M -$2.76M -80,154 -11%
AWM
57
Altium Wealth Management
New York
$20.8M +$1.4M +40,630 +7%
CWA
58
Choice Wealth Advisors
Maine
$20.8M +$20.8M +604,351 New
EDRIA
59
Edmonds Duncan Registered Investment Advisors
Kansas
$19.1M +$5.98M +166,121 +46%
PFA
60
Pure Financial Advisors
California
$18.5M -$1.11M -32,244 -6%
SFM
61
Signet Financial Management
New Jersey
$17.9M +$1.04M +30,140 +6%
MAS
62
Managed Account Services
Florida
$17.9M +$2.19M +61,781 +14%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$16.9M +$2.71M +78,695 +19%
FI
64
FormulaFolio Investments
Michigan
$16.6M +$8.87M +258,008 +115%
IWM
65
IHT Wealth Management
Illinois
$16.5M +$646K +18,778 +4%
Ameriprise
66
Ameriprise
Minnesota
$16.2M -$1.22M -35,419 -7%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$16.1M +$2.07M +60,212 +15%
RA
68
Riversedge Advisors
Delaware
$16.1M +$207K +6,019 +1%
HighTower Advisors
69
HighTower Advisors
Illinois
$15.6M +$1.08M +31,406 +7%
RA
70
Rodgers & Associates
Pennsylvania
$15M +$15M +435,727 New
5L
71
55I LLC
Massachusetts
$14.6M +$185K +5,393 +1%
FNT
72
First National Trust
Pennsylvania
$14.4M +$225K +6,554 +2%
LFG
73
Larson Financial Group
Missouri
$12.1M +$339K +9,846 +3%
UCFA
74
United Capital Financial Advisors
Texas
$12.1M -$782K -22,752 -6%
WCM
75
Windsor Capital Management
Arizona
$11.9M +$5.92M +172,203 +99%
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