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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 %
WI
76
WrapManager Inc
California
$6.04M -$1.91M -73,964 -24%
CWM
77
Connecticut Wealth Management
Connecticut
$6.02M -$17.8M -688,749 -75%
SC
78
Savant Capital
Illinois
$5.85M -$93K -3,598 -2%
MAS
79
Managed Account Services
Florida
$5.81M +$2.1M +84,580 +57%
FI
80
FormulaFolio Investments
Michigan
$5.68M +$4.04M +156,183 +246%
ACA
81
Ackerman Capital Advisors
Texas
$5.45M +$5.45M +210,878 New
FFG
82
Frisch Financial Group
New York
$5.23M +$233K +9,017 +5%
DI
83
Diligent Investors
California
$5.18M +$301K +11,631 +6%
JWS
84
Juncture Wealth Strategies
Arizona
$5.13M +$607K +23,500 +13%
5L
85
55I LLC
Massachusetts
$5.09M +$4.7M +166,441 +1,191%
SAM
86
Shone Asset Management
California
$5.08M +$5.08M +177,515 New
Goldman Sachs
87
Goldman Sachs
New York
$5.03M +$2.31M +89,592 +85%
KWM
88
Kingsview Wealth Management
Oregon
$4.95M +$1.99M +77,073 +67%
FFS
89
Founders Financial Securities
Maryland
$4.87M -$2.59M -100,179 -35%
HighTower Advisors
90
HighTower Advisors
Illinois
$4.6M -$3.33M -128,614 -42%
FIM
91
Freedom Investment Management
Connecticut
$4.07M +$42.3K +1,210 +1%
IB
92
Intrust Bank
Kansas
$4.01M +$1.25M +48,291 +45%
LBC
93
Lowe Brockenbrough & Co
Virginia
$3.97M +$3.97M +153,584 New
SFP
94
Strategic Financial Partners
Oregon
$3.9M -$1.49M -57,822 -28%
PFG
95
PAX Financial Group
Texas
$3.86M +$242K +8,677 +7%
SL
96
Stevard LLC
Illinois
$3.68M – – –
MML Investors Services
97
MML Investors Services
Massachusetts
$3.67M +$200K +7,727 +6%
BC
98
Brio Consultants
California
$3.65M +$152K +5,866 +4%
OC
99
Oarsman Capital
Wisconsin
$3.57M -$273K -10,579 -7%
CA
100
Centerpoint Advisors
Massachusetts
$3.53M -$327K -12,667 -8%
2 3
4
5 6