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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 %
EFL
76
ERn Financial LLC
Wisconsin
$8.22M -$784K -27,045 -9%
PWPS
77
Pinnacle Wealth Planning Services
Ohio
$8.05M -$1.22M -44,462 -13%
BC
78
Burney Company
Virginia
$8.05M -$395K -13,640 -5%
FWM
79
Foresight Wealth Management
Utah
$7.92M -$1.9M -65,682 -19%
Mariner
80
Mariner
Kansas
$7.42M -$25.7K -887 -0.3%
AF
81
Advisornet Financial
Minnesota
$7.4M +$542K +18,708 +8%
TFA
82
TPG Financial Advisors
Oregon
$7.18M +$281K +9,704 +4%
CI
83
CX Institutional
Indiana
$6.48M -$1.2M -41,507 -16%
SAM
84
Shone Asset Management
California
$6.18M +$783K +25,769 +15%
SC
85
Savant Capital
Illinois
$6.18M -$384K -13,268 -6%
WI
86
WrapManager Inc
California
$6.16M -$612K -21,110 -9%
KWM
87
Kingsview Wealth Management
Oregon
$5.97M +$423K +14,580 +8%
DI
88
Diligent Investors
California
$5.88M +$71.3K +2,461 +1%
OC
89
Oarsman Capital
Wisconsin
$5.64M +$1.64M +56,558 +41%
WFPG
90
Waller Financial Planning Group
Ohio
$5.37M -$2.14M -73,678 -28%
MML Investors Services
91
MML Investors Services
Massachusetts
$5.09M +$970K +33,472 +24%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$4.89M -$4.79M -165,133 -49%
LBC
93
Lowe Brockenbrough & Co
Virginia
$4.89M +$435K +15,009 +10%
CNC
94
Citizens & Northern Corp
Pennsylvania
$4.76M +$4.76M +164,203 New
ECM
95
ExodusPoint Capital Management
New York
$4.75M +$4.75M +163,800 New
CIM
96
Corda Investment Management
Texas
$4.7M +$677K +11,469 +17%
IB
97
Intrust Bank
Kansas
$4.54M +$40K +1,381 +0.9%
PWP
98
Personal Wealth Partners
Minnesota
$4.36M +$4.36M +150,557 New
MW
99
Marcum Wealth
Ohio
$4.35M -$11.2M -386,399 -72%
SCM
100
Southport Capital Management
Tennessee
$4.27M +$997K +34,401 +30%
2 3
4
5 6