SPYV icon

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 %
WFS
76
Weitzel Financial Services
Iowa
$11.7M +$11.7M +325,369 New
SWMG
77
Sanchez Wealth Management Group
Florida
$11.6M +$11.6M +338,014 New
Betterment LLC
78
Betterment LLC
New York
$11.6M -$1.83M -53,253 -14%
TF
79
TIAA FSB
Florida
$11.6M -$878K -25,541 -7%
JFA
80
JNBA Financial Advisors
Minnesota
$11.5M +$6.61M +192,327 +136%
JWS
81
Juncture Wealth Strategies
Arizona
$11.2M +$205K +5,953 +2%
PAG
82
Private Advisor Group
New Jersey
$11.1M +$1.36M +39,634 +14%
FWM
83
Foresight Wealth Management
Utah
$11M +$1.45M +42,193 +15%
BC
84
Burney Company
Virginia
$10.2M +$477K +13,880 +5%
ACM
85
AlphaStar Capital Management
North Carolina
$10.2M -$27.6M -785,575 -73%
HG
86
Harbor Group
New Hampshire
$10.1M +$10.1M +285,137 New
TFA
87
TPG Financial Advisors
Oregon
$9.96M +$1.65M +48,038 +20%
CI
88
CX Institutional
Indiana
$9.76M -$1.04M -30,180 -10%
MPM
89
Meritage Portfolio Management
Kansas
$9.72M +$2.3M +66,997 +31%
SFP
90
Strategic Financial Partners
Oregon
$9.65M +$5.12M +148,822 +113%
PWPS
91
Pinnacle Wealth Planning Services
Ohio
$9.51M -$31.9K -985 -0.3%
WAS
92
Winch Advisory Services
Wisconsin
$9.3M +$6.01M +174,797 +183%
EFL
93
ERn Financial LLC
Wisconsin
$9.12M -$564K -16,388 -6%
RJFSA
94
Raymond James Financial Services Advisors
Florida
$8.66M -$1.75M -51,004 -17%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$8.55M +$2.27M +66,140 +36%
SAM
96
Shone Asset Management
California
$8.08M +$598K +17,620 +8%
PWP
97
Personal Wealth Partners
Minnesota
$7.71M +$690K +20,058 +10%
OC
98
Oarsman Capital
Wisconsin
$7.5M +$348K +10,118 +5%
WI
99
WrapManager Inc
California
$7.42M +$385K +11,207 +5%
MIAN
100
Mariner Independent Advisor Network
Kansas
$7.11M +$2.16M +62,706 +44%
2 3
4
5 6