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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 %
CAC
176
Certified Advisory Corp
Florida
$966K +$369K +12,735 +62%
GRP
177
Global Retirement Partners
California
$966K +$887K +30,593 +1,121%
CWM
178
Cedar Wealth Management
California
$960K +$960K +33,133 New
FLPIM
179
F.L. Putnam Investment Management
Massachusetts
$958K +$63.9K +2,204 +7%
Citadel Advisors
180
Citadel Advisors
Florida
$937K +$937K +32,329 New
KFI
181
Key Financial Inc
Pennsylvania
$916K +$557K +19,410 +155%
LJAC
182
L.J. Altfest & Co
New York
$883K -$168K -5,784 -16%
22CM
183
20/20 Capital Management
California
$862K -$195K -6,321 -18%
AWA
184
Arete Wealth Advisors
Illinois
$823K -$16.5K -571 -2%
AF
185
Arrow Financial
New York
$821K -$296K -10,220 -27%
VWA
186
Visionary Wealth Advisors
Illinois
$819K +$122K +4,217 +18%
CBFP
187
Cedar Brook Financial Partners
Ohio
$786K +$384K +13,258 +96%
RFA
188
Reilly Financial Advisors
California
$756K -$122K -4,191 -14%
TFA
189
Tobias Financial Advisors
Florida
$741K -$820K -28,305 -53%
FAAS
190
First Allied Advisory Services
California
$735K +$299K +10,318 +69%
CB
191
Community Bank
New York
$734K +$170K +5,875 +30%
CAN
192
Cetera Advisor Networks
California
$730K +$31.5K +1,087 +5%
SMFS
193
Squar Milner Financial Services
California
$722K -$51.2K -1,766 -7%
QCM
194
Quest Capital Management
Texas
$699K +$227K +7,837 +48%
CA
195
Centerpoint Advisors
Massachusetts
$698K -$3.26M -112,424 -82%
FAIM
196
Financial Advocates Investment Management
Washington
$692K -$5.47K -189 -0.8%
ISWM
197
Independent Solutions Wealth Management
New York
$684K +$1.94K +67 +0.3%
PA
198
PFG Advisors
Arizona
$682K +$3.99K +137 +0.6%
FIM
199
Fernwood Investment Management
Massachusetts
$675K +$8.5K +293 +1%
RCAG
200
Rehmann Capital Advisory Group
Michigan
$673K -$1.07M -36,772 -61%
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