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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$29.9M
2
HI
Horizon Investments
North Carolina
$41.4M
3
CCMG
Clark Capital Management Group
Pennsylvania
$2.95M
4
PPA
Parametric Portfolio Associates
Washington
$12.9M
5
BL
Balentine LLC
Georgia
$26.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMFS
176
Squar Milner Financial Services
California
$689K -$1.02M -39,438 -60%
SPC
177
Sigma Planning Corp
Michigan
$678K +$234K +9,031 +53%
BSW
178
Buckingham Strategic Wealth
Missouri
$677K +$677K +26,217 New
BF
179
BOK Financial
Oklahoma
$664K +$664K +25,701 New
PA
180
PFG Advisors
Arizona
$648K -$17.4K -626 -3%
FAIM
181
Financial Advocates Investment Management
Washington
$623K +$88.7K +3,430 +17%
WWM
182
Western Wealth Management
Colorado
$622K +$3.07K +119 +0.5%
AIS
183
American Investment Services
Massachusetts
$622K +$45.2K +1,750 +8%
CAN
184
Cetera Advisor Networks
California
$622K +$452K +17,495 +265%
VWA
185
Visionary Wealth Advisors
Illinois
$621K +$621K +24,035 New
M&T Bank
186
M&T Bank
New York
$614K +$614K +23,735 New
ISWM
187
Independent Solutions Wealth Management
New York
$609K +$43.6K +1,688 +8%
FIM
188
Fernwood Investment Management
Massachusetts
$594K +$159K +6,169 +37%
DA
189
Detalus Advisors
Missouri
$591K -$1.83M -70,854 -76%
SA
190
Stewardship Advisors
Pennsylvania
$559K -$255K -9,878 -31%
HA
191
Harborview Advisors
Maine
$550K +$550K +21,301 New
FG
192
Fiduciary Group
Georgia
$537K +$263K +10,182 +96%
CAC
193
Certified Advisory Corp
Florida
$532K -$116K -4,489 -18%
SPIA
194
Steward Partners Investment Advisory
New York
$528K -$1.98M -76,617 -79%
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$523K -$193K -7,452 -27%
IA
196
IFP Advisors
Florida
$520K -$1.69M -63,753 -76%
CB
197
Community Bank
New York
$503K -$4.39K -170 -0.9%
GTAM
198
Global Trust Asset Management
Florida
$494K -$348K -13,239 -41%
KM
199
Kalos Management
Georgia
$493K -$939K -33,380 -66%
TAM
200
Todd Asset Management
Kentucky
$486K +$486K +18,795 New
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