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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.

New
Increased
Maintained
Reduced
Closed
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
Financial Engines Advisors
California
$911M
2
ACM
AlphaStar Capital Management
North Carolina
$33.3M
3
Stifel Financial
Stifel Financial
Missouri
$95.2M
4
DCM
Dupont Capital Management
Delaware
$66.4M
5
EH
Equitable Holdings
New York
$34.8M

Top Sellers

1
HI
Horizon Investments
North Carolina
$121M
2
PI
PFS Investments
Georgia
$68.7M
3
APP
Avantax Planning Partners
Iowa
$2.88M
4
RIM
Redwood Investment Management
Arizona
$0
5
PAG
Private Advisor Group
New Jersey
$8.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMM
126
American Money Management
California
$2.82M +$93.9K +3,108 +3%
PPA
127
Parametric Portfolio Associates
Washington
$2.78M +$92.3K +3,058 +3%
SW
128
SkyOak Wealth
Michigan
$2.56M +$608K +20,149 +31%
CC
129
Courier Capital
New York
$2.53M +$374K +11,989 +17%
TW
130
Transform Wealth
Colorado
$2.51M +$95.1K +3,150 +4%
MWM
131
Meridian Wealth Management
Kentucky
$2.47M +$2.26M +74,897 +1,085%
RFN
132
RDA Financial Network
Iowa
$2.46M +$80.3K +2,660 +3%
RIS
133
Retirement Income Solutions
Michigan
$2.45M +$709K +23,485 +41%
FFG
134
Fullen Financial Group
Ohio
$2.44M +$19.7K +654 +0.8%
CF
135
Centaurus Financial
California
$2.42M -$10.3K -341 -0.4%
CSPIA
136
Cary Street Partners Investment Advisory
Virginia
$2.36M +$2.09M +69,035 +764%
TI
137
tru Independence
Oregon
$2.33M +$2.33M +77,246 New
OAM
138
Occidental Asset Management
California
$2.32M +$74.6K +2,469 +3%
Invesco
139
Invesco
Georgia
$2.31M -$32.4K -1,074 -1%
RJA
140
Raymond James & Associates
Florida
$2.26M +$131K +4,338 +6%
GM
141
GeoWealth Management
Illinois
$2.26M +$493K +16,329 +28%
MFT
142
Moisand Fitzgerald Tamayo
Florida
$2.24M +$60.9K +2,017 +3%
CIM
143
Corda Investment Management
Texas
$2.14M -$261K -8,648 -11%
GG
144
GenWealth Group
New Jersey
$2.14M +$674K +21,754 +46%
GVAG
145
Great Valley Advisor Group
Delaware
$2.04M +$304K +10,058 +17%
NC
146
NewSquare Capital
Pennsylvania
$2.02M +$67.2K +2,225 +3%
ACA
147
Ackerman Capital Advisors
Texas
$1.99M -$388K -12,859 -16%
IWP
148
IAG Wealth Partners
Wisconsin
$1.97M -$154K -5,107 -7%
GWM
149
Geneos Wealth Management
Colorado
$1.95M +$140K +4,714 +8%
RMAM
150
Raab & Moskowitz Asset Management
New Jersey
$1.93M -$217K -7,171 -10%
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6
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