SPYV icon

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
1
Financial Engines Advisors
California
$911M
2
ACM
2
AlphaStar Capital Management
North Carolina
$33.3M
3
Stifel Financial
3
Stifel Financial
Missouri
$95.2M
4
DCM
4
Dupont Capital Management
Delaware
$66.4M
5
EH
5
Equitable Holdings
New York
$34.8M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$121M
2
PI
2
PFS Investments
Georgia
$68.7M
3
APP
3
Avantax Planning Partners
Iowa
$2.88M
4
RIM
4
Redwood Investment Management
Arizona
$0
5
PAG
5
Private Advisor Group
New Jersey
$8.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
151
Lantz Financial
Illinois
$1.86M -$3.9K -129 -0.2%
Bank of New York Mellon
152
Bank of New York Mellon
New York
$1.78M +$1.28M +42,342 +257%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$1.77M +$36.4K +1,205 +2%
AC
154
Alexandria Capital
Virginia
$1.75M +$170K +5,625 +11%
TF
155
TRH Financial
Iowa
$1.71M -$57.7K -1,912 -3%
CG
156
Cutler Group
California
$1.65M +$1.65M +54,599 New
CFG
157
Cooper Financial Group
California
$1.63M +$294K +9,733 +22%
Creative Planning
158
Creative Planning
Kansas
$1.61M +$119K +3,932 +8%
BEI
159
Benjamin Edwards Inc
Missouri
$1.52M +$510K +16,879 +50%
HA
160
Harborview Advisors
Maine
$1.49M -$7.79K -258 -0.5%
VWA
161
Visionary Wealth Advisors
Illinois
$1.4M +$549K +18,171 +64%
IAN
162
Integrated Advisors Network
Texas
$1.35M -$116K -3,850 -8%
M&T Bank
163
M&T Bank
New York
$1.35M +$314K +10,381 +30%
BA
164
Bristlecone Advisors
Washington
$1.27M -$69.5K -2,300 -5%
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$1.18M +$150K +4,974 +15%
RCA
166
Rowland Carmichael Advisors
Arizona
$1.15M – – –
GRP
167
Global Retirement Partners
California
$1.13M +$127K +4,205 +13%
IA
168
IFP Advisors
Florida
$1.13M +$508K +16,832 +82%
UR
169
USCA RIA
Texas
$1.13M -$53.8K -1,781 -5%
Thrivent Financial for Lutherans
170
Thrivent Financial for Lutherans
Minnesota
$1.12M -$1.8M -35,143 -62%
CCM
171
Condor Capital Management
New Jersey
$1.1M -$137K -4,538 -11%
EGA
172
E&G Advisors
Texas
$1.07M +$31K +1,027 +3%
AIS
173
American Investment Services
Massachusetts
$1.06M +$23.2K +769 +2%
SFS
174
Sowell Financial Services
Arkansas
$1.04M +$1.03M +34,283 +20,407%
AF
175
Advisornet Financial
Minnesota
$1.03M -$6.68M -221,192 -87%
5 6
7
8 9