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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 %
PA
101
Probity Advisors
Texas
$3.46M +$79.8K +3,087 +2%
LFA
102
Lighthouse Financial Advisors
Maryland
$3.29M +$132K +5,104 +4%
PF
103
Phoenix Financial
Israel
$2.98M -$3.77M -149,541 -56%
CCMG
104
Clark Capital Management Group
Pennsylvania
$2.95M -$106M -4,089,779 -97%
SCM
105
Southport Capital Management
Tennessee
$2.92M +$2.92M +112,834 New
BI
106
Ballast Inc
Kentucky
$2.9M +$232K +8,968 +9%
RWMH
107
Riverpoint Wealth Management Holdings
Illinois
$2.83M +$446K +17,256 +19%
VCP
108
Verus Capital Partners
Arizona
$2.82M +$332K +12,861 +13%
RMAM
109
Raab & Moskowitz Asset Management
New Jersey
$2.79M -$824K -31,907 -23%
BWFA
110
Baltimore-Washington Financial Advisors
Maryland
$2.68M +$73.5K +2,846 +3%
BCM
111
Brookstone Capital Management
Illinois
$2.67M -$697K -26,958 -21%
SFG
112
StrategIQ Financial Group
Indiana
$2.59M +$782K +30,249 +43%
AWM
113
Avior Wealth Management
Nebraska
$2.57M +$1.06M +40,945 +70%
Truist Financial
114
Truist Financial
North Carolina
$2.5M -$1.96M -75,750 -44%
JFA
115
JNBA Financial Advisors
Minnesota
$2.44M +$938K +36,324 +63%
FPIS
116
Financial Planning & Information Services
Wisconsin
$2.32M +$90K +3,483 +4%
AMM
117
American Money Management
California
$2.28M -$19.2K -744 -0.8%
Baird Financial Group
118
Baird Financial Group
Wisconsin
$2.26M -$339K -13,111 -13%
RIM
119
Redwood Investment Management
Arizona
$2.26M +$218K +8,435 +11%
RJA
120
Raymond James & Associates
Florida
$2.23M +$432K +16,734 +24%
MIAS
121
Mason Investment Advisory Services
Virginia
$2.19M -$815K -31,542 -27%
IWP
122
IAG Wealth Partners
Wisconsin
$2.14M -$1.13M -43,533 -34%
RFN
123
RDA Financial Network
Iowa
$2.04M +$151K +5,854 +8%
ACM
124
AlphaStar Capital Management
North Carolina
$2.03M -$30.2M -1,119,925 -94%
Invesco
125
Invesco
Georgia
$2.01M -$347K -13,422 -15%
3 4
5
6 7