SPYV icon

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 %
PAG
76
Private Advisor Group
New Jersey
$8.51M -$10.3M -340,016 -55%
EFL
77
ERn Financial LLC
Wisconsin
$8.5M -$65.8K -2,180 -0.8%
PWPS
78
Pinnacle Wealth Planning Services
Ohio
$8.45M +$72.4K +2,527 +0.9%
FWM
79
Foresight Wealth Management
Utah
$8.36M +$110K +3,658 +1%
TFA
80
TPG Financial Advisors
Oregon
$7.3M -$182K -6,035 -2%
SL
81
Systelligence LLC
Minnesota
$6.94M -$6.72M -222,505 -49%
SAM
82
Shone Asset Management
California
$6.9M +$545K +17,432 +9%
FI
83
FormulaFolio Investments
Michigan
$6.79M +$4.52M +149,538 +199%
Mariner
84
Mariner
Kansas
$6.55M -$1.18M -39,134 -15%
MPM
85
Meritage Portfolio Management
Kansas
$6.51M +$6.51M +215,681 New
DI
86
Diligent Investors
California
$6.46M +$327K +10,817 +5%
OC
87
Oarsman Capital
Wisconsin
$6.28M +$405K +13,404 +7%
SC
88
Savant Capital
Illinois
$6.21M -$230K -7,617 -4%
WI
89
WrapManager Inc
California
$6.18M -$238K -7,871 -4%
PWP
90
Personal Wealth Partners
Minnesota
$6.17M +$1.62M +53,639 +36%
CWM
91
Connecticut Wealth Management
Connecticut
$6.05M -$7.64M -252,983 -56%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$5.51M +$409K +13,550 +8%
WFPG
93
Waller Financial Planning Group
Ohio
$5.51M -$85.5K -2,832 -2%
KWM
94
Kingsview Wealth Management
Oregon
$5.36M -$866K -28,665 -14%
WCM
95
Windsor Capital Management
Arizona
$5.24M +$5.24M +173,648 New
MML Investors Services
96
MML Investors Services
Massachusetts
$5.24M -$60.1K -1,990 -1%
LBC
97
Lowe Brockenbrough & Co
Virginia
$5.18M +$84.4K +2,795 +2%
SFG
98
StrategIQ Financial Group
Indiana
$4.71M +$1.07M +35,362 +29%
SCM
99
Southport Capital Management
Tennessee
$4.59M +$140K +4,623 +3%
PA
100
Probity Advisors
Texas
$4.44M +$180K +5,965 +4%
2 3
4
5 6