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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
Financial Engines Advisors
California
$268M
2
Stifel Financial
Stifel Financial
Missouri
$63.3M
3
AF
Allworth Financial
California
$122M
4
LPL Financial
LPL Financial
California
$98.8M
5
NP
NorthRock Partners
Minnesota
$51.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$29.9M
2
HI
Horizon Investments
North Carolina
$41.4M
3
CCMG
Clark Capital Management Group
Pennsylvania
$2.95M
4
PPA
Parametric Portfolio Associates
Washington
$12.9M
5
BL
Balentine LLC
Georgia
$26.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
126
Centaurus Financial
California
$1.84M +$368K +14,234 +25%
MFT
127
Moisand Fitzgerald Tamayo
Florida
$1.84M +$385K +14,892 +26%
OAM
128
Occidental Asset Management
California
$1.81M +$827 +32 +0%
PLU
129
Performa Ltd (US)
South Carolina
$1.81M +$1.81M +70,000 New
IMC Chicago
130
IMC Chicago
Illinois
$1.79M +$1.12M +43,485 +169%
CIM
131
Corda Investment Management
Texas
$1.76M -$56.9K -2,201 -3%
TW
132
Transform Wealth
Colorado
$1.71M -$9.1K -352 -0.5%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$1.6M +$19.1K +738 +1%
NC
134
NewSquare Capital
Pennsylvania
$1.6M +$1.6M +61,960 New
RCAG
135
Rehmann Capital Advisory Group
Michigan
$1.56M +$1.56M +59,837 New
LFAS
136
Level Four Advisory Services
Texas
$1.49M +$1.49M +57,753 New
TAM
137
Tradition Asset Management
Virginia
$1.49M +$110K +4,250 +8%
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$1.45M +$4.95K +195 +0.3%
GIA
139
GHP Investment Advisors
Colorado
$1.44M +$746K +28,857 +108%
RIS
140
Retirement Income Solutions
Michigan
$1.42M +$50.6K +1,959 +4%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$1.41M +$1.27M +49,159 +932%
TFA
142
Tobias Financial Advisors
Florida
$1.39M +$201K +7,777 +17%
LF
143
Lantz Financial
Illinois
$1.39M +$304K +11,774 +28%
SWP
144
Stratos Wealth Partners
Ohio
$1.37M +$108K +4,172 +9%
GWM
145
Geneos Wealth Management
Colorado
$1.35M +$34.1K +1,332 +3%
AC
146
Alexandria Capital
Virginia
$1.33M +$230K +8,882 +21%
AI
147
Atria Investments
North Carolina
$1.26M -$2.42M -93,875 -66%
IAN
148
Integrated Advisors Network
Texas
$1.26M +$344K +13,300 +38%
DWM
149
Doyle Wealth Management
Florida
$1.23M +$260K +10,061 +27%
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
$1.2M +$1.2M +46,265 New
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