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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 %
GFPC
126
Global Financial Private Client
Florida
$3.9M -$213K -6,187 -5%
FIM
127
Freedom Investment Management
Connecticut
$3.89M +$224K +6,503 +6%
RWMH
128
Riverpoint Wealth Management Holdings
Illinois
$3.75M +$23.8K +691 +0.6%
Baird Financial Group
129
Baird Financial Group
Wisconsin
$3.43M -$78.6K -2,285 -2%
OAM
130
Occidental Asset Management
California
$3.4M +$760K +22,092 +29%
AMM
131
American Money Management
California
$3.38M +$168K +4,885 +5%
SA
132
Shilanski & Associates
Alaska
$3.35M +$3.35M +97,463 New
SW
133
SkyOak Wealth
Michigan
$3.29M +$373K +10,848 +13%
FHA
134
Flagship Harbor Advisors
Massachusetts
$3.27M +$2.84M +82,565 +656%
RJA
135
Raymond James & Associates
Florida
$3.09M +$522K +15,173 +20%
AFS
136
Annapolis Financial Services
Maryland
$3.02M +$3.02M +87,818 New
CA
137
CGN Advisors
Kansas
$2.96M +$2.96M +86,127 New
GVAG
138
Great Valley Advisor Group
Delaware
$2.93M +$611K +17,777 +26%
MWM
139
Meridian Wealth Management
Kentucky
$2.9M +$82.1K +2,386 +3%
FFG
140
Fullen Financial Group
Ohio
$2.89M +$105K +3,064 +4%
RIS
141
Retirement Income Solutions
Michigan
$2.86M +$75.1K +2,183 +3%
ACA
142
Ackerman Capital Advisors
Texas
$2.86M +$591K +17,201 +26%
TW
143
Transform Wealth
Colorado
$2.85M -$7.53K -219 -0.3%
RFN
144
RDA Financial Network
Iowa
$2.71M -$90.3K -2,625 -3%
TFA
145
Tranquilli Financial Advisor
New Jersey
$2.61M +$2.61M +75,856 New
BWFA
146
Baltimore-Washington Financial Advisors
Maryland
$2.55M -$889K -25,852 -26%
CIM
147
Corda Investment Management
Texas
$2.52M +$77.7K +2,258 +3%
Invesco
148
Invesco
Georgia
$2.48M -$152K -4,413 -6%
CF
149
Centaurus Financial
California
$2.44M -$309K -8,985 -11%
GG
150
GenWealth Group
New Jersey
$2.44M +$64.9K +1,886 +3%
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6
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