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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 %
Mariner
101
Mariner
Kansas
$7.08M -$381K -11,074 -5%
DI
102
Diligent Investors
California
$7.01M -$339K -9,870 -5%
SC
103
Savant Capital
Illinois
$6.88M -$191K -5,544 -3%
MML Investors Services
104
MML Investors Services
Massachusetts
$6.59M +$617K +17,928 +10%
WFPG
105
Waller Financial Planning Group
Ohio
$6.48M +$212K +6,176 +3%
DWM
106
Doyle Wealth Management
Florida
$6.47M +$1.81M +52,488 +39%
KWM
107
Kingsview Wealth Management
Oregon
$6.14M +$41.3K +1,201 +0.7%
LBC
108
Lowe Brockenbrough & Co
Virginia
$6.1M +$207K +6,032 +4%
SCM
109
Southport Capital Management
Tennessee
$6.03M +$803K +23,352 +15%
SFG
110
StrategIQ Financial Group
Indiana
$5.75M +$381K +11,080 +7%
FPIS
111
Financial Planning & Information Services
Wisconsin
$5.72M +$1.45M +42,062 +34%
MCC
112
Money Concepts Capital
Florida
$5.51M +$5.51M +160,293 New
GWM
113
Geneos Wealth Management
Colorado
$5.17M +$4.93M +1,355,832 +2,067%
AWM
114
Avior Wealth Management
Nebraska
$5.16M +$807K +23,470 +19%
1WM
115
1900 Wealth Management
Texas
$4.85M +$4.85M +140,970 New
Truist Financial
116
Truist Financial
North Carolina
$4.72M +$469K +13,650 +11%
PFG
117
PAX Financial Group
Texas
$4.56M -$228K -6,625 -5%
LFA
118
Lighthouse Financial Advisors
Maryland
$4.54M -$2.68K -78 -0.1%
ML
119
McAdam LLC
Pennsylvania
$4.46M -$31.3K -887 -0.7%
Goldman Sachs
120
Goldman Sachs
New York
$4.38M +$34.4K +1,000 +0.8%
PFG
121
Pacific Financial Group
Washington
$4.24M +$4.24M +123,380 New
CCMG
122
Clark Capital Management Group
Pennsylvania
$4.11M +$4.11M +119,636 New
MW
123
Marcum Wealth
Ohio
$4.04M -$652K -18,969 -14%
GIA
124
GHP Investment Advisors
Colorado
$3.92M +$583K +16,954 +17%
CC
125
Courier Capital
New York
$3.91M +$1.12M +32,499 +40%
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