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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.

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 %
Truist Financial
101
Truist Financial
North Carolina
$4.23M +$1.42M +48,979 +51%
PA
102
Probity Advisors
Texas
$4.09M +$208K +7,166 +5%
PFG
103
PAX Financial Group
Texas
$4.01M +$14.5K +502 +0.4%
ACM
104
AlphaStar Capital Management
North Carolina
$3.88M +$1.63M +54,176 +72%
LFA
105
Lighthouse Financial Advisors
Maryland
$3.76M +$96.4K +3,349 +3%
MIAN
106
Mariner Independent Advisor Network
Kansas
$3.75M +$2.85M +98,221 +320%
ML
107
McAdam LLC
Pennsylvania
$3.74M +$2.53M +87,283 +209%
SFP
108
Strategic Financial Partners
Oregon
$3.68M -$690K -23,798 -16%
Goldman Sachs
109
Goldman Sachs
New York
$3.67M -$1.97M -67,840 -35%
SFG
110
StrategIQ Financial Group
Indiana
$3.5M +$586K +20,223 +20%
AWM
111
Avior Wealth Management
Nebraska
$3.34M +$461K +15,906 +16%
TRCT
112
Tower Research Capital (TRC)
New York
$3.34M +$3.34M +115,169 New
BI
113
Ballast Inc
Kentucky
$3.33M +$80.5K +2,780 +2%
PLU
114
Performa Ltd (US)
South Carolina
$3.33M +$1.3M +45,000 +64%
GFPC
115
Global Financial Private Client
Florida
$3.22M +$3.22M +111,076 New
RWMH
116
Riverpoint Wealth Management Holdings
Illinois
$3.21M +$38.7K +1,334 +1%
CAM
117
Cozad Asset Management
Illinois
$3.19M +$3.19M +110,035 New
OMC
118
Old Mission Capital
Illinois
$3.12M +$3.12M +107,502 New
FIM
119
Freedom Investment Management
Connecticut
$3.08M -$295K -10,195 -9%
JFA
120
JNBA Financial Advisors
Minnesota
$3.07M +$333K +11,499 +12%
FPIS
121
Financial Planning & Information Services
Wisconsin
$3.06M +$466K +16,078 +18%
BWFA
122
Baltimore-Washington Financial Advisors
Maryland
$2.97M -$31.5K -1,088 -1%
WAS
123
Winch Advisory Services
Wisconsin
$2.67M +$2.63M +90,685 +5,990%
AMM
124
American Money Management
California
$2.62M +$60.2K +2,078 +2%
DWM
125
Doyle Wealth Management
Florida
$2.61M +$1.23M +42,444 +89%
3 4
5
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