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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
1
Financial Engines Advisors
California
$268M
2
Stifel Financial
2
Stifel Financial
Missouri
$63.3M
3
AF
3
Allworth Financial
California
$122M
4
LPL Financial
4
LPL Financial
California
$98.8M
5
NP
5
NorthRock Partners
Minnesota
$51.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$29.9M
2
HI
2
Horizon Investments
North Carolina
$41.4M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$2.95M
4
PPA
4
Parametric Portfolio Associates
Washington
$12.9M
5
BL
5
Balentine LLC
Georgia
$26.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JSL
151
JT Stratford LLC
Georgia
$1.17M +$62.7K +2,426 +6%
Jane Street
152
Jane Street
New York
$1.14M -$645K -24,956 -36%
AWM
153
Aprio Wealth Management
Georgia
$1.12M -$2.01M -77,693 -64%
ML
154
McAdam LLC
Pennsylvania
$1.08M +$1.08M +41,862 New
CCM
155
Condor Capital Management
New Jersey
$1.07M -$29.8K -1,154 -3%
UR
156
USCA RIA
Texas
$1.06M +$113K +4,376 +12%
PC
157
Permanens Capital
New York
$1.03M -$10.1M -390,139 -91%
AF
158
Arrow Financial
New York
$996K -$904 -35 -0.1%
22CM
159
20/20 Capital Management
California
$950K -$77.6K -2,800 -8%
LJAC
160
L.J. Altfest & Co
New York
$937K -$152K -5,894 -14%
CAGAS
161
Capital Advisory Group Advisory Services
Minnesota
$935K -$2.38M -92,242 -72%
GG
162
GenWealth Group
New Jersey
$872K -$3.3M -127,864 -79%
CFG
163
Cooper Financial Group
California
$857K +$374K +14,485 +78%
RCA
164
Rowland Carmichael Advisors
Arizona
$853K – – –
LWAC
165
Laurel Wealth Advisors (California)
California
$850K +$38.3K +1,483 +5%
FLPIM
166
F.L. Putnam Investment Management
Massachusetts
$797K +$797K +30,838 New
RFA
167
Reilly Financial Advisors
California
$782K -$183K -7,098 -19%
MIAN
168
Mariner Independent Advisor Network
Kansas
$771K +$231K +9,189 +43%
SW
169
SkyOak Wealth
Michigan
$757K +$287K +11,095 +61%
AWA
170
Arete Wealth Advisors
Illinois
$749K +$125K +4,822 +20%
CC
171
Courier Capital
New York
$748K +$143K +5,251 +24%
HC
172
HNP Capital
New York
$748K +$748K +27,546 New
Franklin Resources
173
Franklin Resources
California
$698K +$427K +16,508 +157%
JPG
174
Jordan Park Group
California
$692K +$692K +26,777 New
EGA
175
E&G Advisors
Texas
$690K -$157K -6,065 -19%
5 6
7
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