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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 %
MIAN
101
Mariner Independent Advisor Network
Kansas
$4.35M +$459K +15,207 +12%
PLU
102
Performa Ltd (US)
South Carolina
$4.32M +$845K +27,977 +24%
JFA
103
JNBA Financial Advisors
Minnesota
$4.29M +$1.09M +36,055 +34%
PFG
104
PAX Financial Group
Texas
$4.2M +$22.6K +748 +0.5%
MW
105
Marcum Wealth
Ohio
$4.12M -$417K -13,794 -9%
DWM
106
Doyle Wealth Management
Florida
$4.1M +$1.38M +45,612 +51%
LFA
107
Lighthouse Financial Advisors
Maryland
$3.99M +$37.6K +1,246 +1%
SFP
108
Strategic Financial Partners
Oregon
$3.98M +$144K +4,766 +4%
ML
109
McAdam LLC
Pennsylvania
$3.85M -$52K -1,723 -1%
AWM
110
Avior Wealth Management
Nebraska
$3.82M +$339K +11,233 +10%
Goldman Sachs
111
Goldman Sachs
New York
$3.82M -$12.4K -410 -0.3%
FPIS
112
Financial Planning & Information Services
Wisconsin
$3.75M +$561K +18,575 +18%
Truist Financial
113
Truist Financial
North Carolina
$3.74M -$671K -22,210 -15%
GFPC
114
Global Financial Private Client
Florida
$3.61M +$255K +8,428 +8%
IB
115
Intrust Bank
Kansas
$3.56M -$1.17M -38,769 -25%
CAM
116
Cozad Asset Management
Illinois
$3.3M -$24.6K -815 -0.7%
RWMH
117
Riverpoint Wealth Management Holdings
Illinois
$3.27M -$74.8K -2,478 -2%
FIM
118
Freedom Investment Management
Connecticut
$3.22M +$3.29K +109 +0.1%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$3.08M +$438K +14,521 +17%
BWFA
120
Baltimore-Washington Financial Advisors
Maryland
$3.02M -$75K -2,485 -2%
BI
121
Ballast Inc
Kentucky
$2.97M -$500K -16,564 -14%
GIA
122
GHP Investment Advisors
Colorado
$2.93M +$620K +20,540 +27%
WAS
123
Winch Advisory Services
Wisconsin
$2.89M +$102K +3,373 +4%
APP
124
Avantax Planning Partners
Iowa
$2.88M -$60M -1,986,283 -95%
GB
125
Gunma Bank
Japan
$2.85M +$2.85M +94,500 New
3 4
5
6 7