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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 %
MFT
151
Moisand Fitzgerald Tamayo
Florida
$2.4M -$148K -4,304 -6%
APP
152
Avantax Planning Partners
Iowa
$2.39M -$881K -25,607 -27%
RMAM
153
Raab & Moskowitz Asset Management
New Jersey
$2.35M +$150K +4,355 +7%
NC
154
NewSquare Capital
Pennsylvania
$2.31M – – –
IB
155
Intrust Bank
Kansas
$2.27M -$1.79M -52,068 -44%
GM
156
GeoWealth Management
Illinois
$2.23M -$336K -9,795 -13%
LF
157
Lantz Financial
Illinois
$2.22M +$109K +3,160 +5%
IWP
158
IAG Wealth Partners
Wisconsin
$2.21M -$30.2K -879 -1%
CSPIA
159
Cary Street Partners Investment Advisory
Virginia
$2.11M -$577K -16,780 -21%
TF
160
TRH Financial
Iowa
$2.1M +$152K +4,422 +8%
CWA
161
Centennial Wealth Advisory
Michigan
$2.07M +$2.07M +60,201 New
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$2.06M +$50.1K +1,456 +2%
CAM
163
Cozad Asset Management
Illinois
$2.03M -$1.73M -50,320 -46%
CFG
164
Cooper Financial Group
California
$2.01M +$148K +4,301 +8%
BFG
165
Barber Financial Group
Kansas
$2.01M +$1.35M +39,388 +208%
AC
166
Alexandria Capital
Virginia
$1.95M -$43.9K -1,277 -2%
BEI
167
Benjamin Edwards Inc
Missouri
$1.87M +$138K +4,013 +8%
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$1.83M +$487K +14,175 +36%
VWA
169
Visionary Wealth Advisors
Illinois
$1.83M +$232K +6,751 +15%
EA
170
Eclectic Associates
California
$1.57M +$1.57M +45,624 New
M&T Bank
171
M&T Bank
New York
$1.56M +$27.2K +791 +2%
HA
172
Harborview Advisors
Maine
$1.55M -$139K -4,039 -8%
WFA
173
Wells Financial Advisors
Massachusetts
$1.54M +$1.54M +44,792 New
FGAM
174
Financial Gravity Asset Management
Texas
$1.49M +$1.49M +43,582 New
BA
175
Bristlecone Advisors
Washington
$1.45M +$5.85K +170 +0.4%
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7
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