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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
1
Financial Engines Advisors
California
$587M
2
HI
2
Horizon Investments
North Carolina
$302M
3
PI
3
PFS Investments
Georgia
$135M
4
AA
4
Alesco Advisors
New York
$87.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$94.7M

Top Sellers

1
FWM
1
Focused Wealth Management
New York
$425K
2
BL
2
Balentine LLC
Georgia
$12.4M
3
PPA
3
Parametric Portfolio Associates
Washington
$2.58M
4
MW
4
Marcum Wealth
Ohio
$4.35M
5
MD
5
Money Design
Japan
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
151
Great Valley Advisor Group
Delaware
$1.67M +$1.67M +57,493 New
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$1.66M +$82.8K +2,858 +5%
AI
153
Atria Investments
North Carolina
$1.62M +$204K +7,038 +14%
AC
154
Alexandria Capital
Virginia
$1.52M +$22.9K +789 +2%
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$1.51M -$7.82M -269,630 -84%
FHC
156
First Heartland Consultants
Missouri
$1.5M +$1.07M +36,985 +253%
Renaissance Technologies
157
Renaissance Technologies
New York
$1.45M +$1.45M +50,100 New
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$1.45M – – –
HA
159
Harborview Advisors
Maine
$1.43M +$817K +28,182 +132%
Creative Planning
160
Creative Planning
Kansas
$1.43M +$1.43M +49,360 New
IAN
161
Integrated Advisors Network
Texas
$1.41M – – –
GG
162
GenWealth Group
New Jersey
$1.37M +$395K +13,597 +40%
BA
163
Bristlecone Advisors
Washington
$1.29M +$817K +28,200 +174%
CFG
164
Cooper Financial Group
California
$1.28M +$323K +11,132 +34%
CCM
165
Condor Capital Management
New Jersey
$1.19M -$8.93K -308 -0.7%
Jane Street
166
Jane Street
New York
$1.17M -$102K -3,535 -8%
UR
167
USCA RIA
Texas
$1.14M -$57.3K -1,979 -5%
RCA
168
Rowland Carmichael Advisors
Arizona
$1.1M +$147K +5,084 +15%
JSL
169
JT Stratford LLC
Georgia
$1.09M -$218K -7,518 -17%
EGA
170
E&G Advisors
Texas
$995K +$221K +7,625 +29%
AIS
171
American Investment Services
Massachusetts
$994K +$296K +10,230 +42%
M&T Bank
172
M&T Bank
New York
$993K +$305K +10,539 +44%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$991K +$404K +13,942 +69%
BEI
174
Benjamin Edwards Inc
Missouri
$971K +$971K +33,496 New
CCMG
175
Clark Capital Management Group
Pennsylvania
$966K -$2.34M -80,777 -71%
5 6
7
8 9