SPYV icon

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.

New
Increased
Maintained
Reduced
Closed
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
Financial Engines Advisors
California
$587M
2
HI
Horizon Investments
North Carolina
$302M
3
PI
PFS Investments
Georgia
$135M
4
AA
Alesco Advisors
New York
$87.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$94.7M

Top Sellers

1
FWM
Focused Wealth Management
New York
$425K
2
BL
Balentine LLC
Georgia
$12.4M
3
PPA
Parametric Portfolio Associates
Washington
$2.58M
4
MW
Marcum Wealth
Ohio
$4.35M
5
MD
Money Design
Japan
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
126
Parametric Portfolio Associates
Washington
$2.58M -$11.9M -411,333 -82%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$2.53M +$261 +9 +0%
CF
128
Centaurus Financial
California
$2.33M +$260K +8,981 +13%
FFG
129
Fullen Financial Group
Ohio
$2.33M +$2.33M +80,223 New
TW
130
Transform Wealth
Colorado
$2.31M +$400K +13,814 +21%
RFN
131
RDA Financial Network
Iowa
$2.28M -$3.3K -114 -0.1%
ACA
132
Ackerman Capital Advisors
Texas
$2.28M -$3.83M -132,103 -63%
Invesco
133
Invesco
Georgia
$2.25M -$9.65K -333 -0.4%
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$2.23M +$431K +14,883 +24%
GIA
135
GHP Investment Advisors
Colorado
$2.22M +$606K +20,909 +38%
FI
136
FormulaFolio Investments
Michigan
$2.18M -$4.19M -144,586 -66%
OAM
137
Occidental Asset Management
California
$2.15M +$119K +4,123 +6%
MFT
138
Moisand Fitzgerald Tamayo
Florida
$2.09M +$28.8K +994 +1%
RMAM
139
Raab & Moskowitz Asset Management
New Jersey
$2.06M -$1.07M -36,786 -34%
RJA
140
Raymond James & Associates
Florida
$2.04M -$457K -15,769 -18%
IWP
141
IAG Wealth Partners
Wisconsin
$2.04M -$365K -12,584 -15%
CC
142
Courier Capital
New York
$2.02M +$1.21M +41,698 +151%
NC
143
NewSquare Capital
Pennsylvania
$1.88M +$82.6K +2,850 +5%
SW
144
SkyOak Wealth
Michigan
$1.87M +$1.02M +35,357 +121%
TAM
145
Tradition Asset Management
Virginia
$1.81M +$140K +4,816 +8%
LF
146
Lantz Financial
Illinois
$1.79M +$231K +7,962 +15%
GWM
147
Geneos Wealth Management
Colorado
$1.72M +$224K +7,937 +15%
TF
148
TRH Financial
Iowa
$1.7M +$1.7M +58,498 New
GM
149
GeoWealth Management
Illinois
$1.69M +$1.37M +47,367 +430%
RIS
150
Retirement Income Solutions
Michigan
$1.67M +$80.4K +2,776 +5%
4 5
6
7 8