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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 %
FLPIM
176
F.L. Putnam Investment Management
Massachusetts
$1.02M +$19.9K +659 +2%
KFI
177
Key Financial Inc
Pennsylvania
$997K +$32.5K +1,077 +3%
CWM
178
Cedar Wealth Management
California
$959K -$41.8K -1,385 -4%
Citadel Advisors
179
Citadel Advisors
Florida
$912K -$64.1K -2,124 -7%
AWA
180
Arete Wealth Advisors
Illinois
$904K +$43.5K +1,436 +5%
RCAG
181
Rehmann Capital Advisory Group
Michigan
$879K +$183K +6,046 +26%
CBFP
182
Cedar Brook Financial Partners
Ohio
$857K +$38K +1,257 +5%
WWM
183
Western Wealth Management
Colorado
$846K +$218K +7,221 +35%
22CM
184
20/20 Capital Management
California
$826K -$17.8K -589 -2%
CA
185
Centerpoint Advisors
Massachusetts
$805K +$77.7K +2,571 +11%
JSL
186
JT Stratford LLC
Georgia
$770K -$370K -12,236 -32%
QCM
187
Quest Capital Management
Texas
$767K +$38.3K +1,269 +5%
CB
188
Community Bank
New York
$761K -$4.23K -140 -0.6%
GL
189
Graypoint LLC
New York
$744K +$744K +24,621 New
LJAC
190
L.J. Altfest & Co
New York
$741K -$179K -5,931 -19%
FAIM
191
Financial Advocates Investment Management
Washington
$737K +$15.4K +510 +2%
PA
192
PFG Advisors
Arizona
$723K -$1.18K -38 -0.2%
TFA
193
Tobias Financial Advisors
Florida
$722K -$50.2K -1,664 -7%
ISWM
194
Independent Solutions Wealth Management
New York
$715K +$1.27K +42 +0.2%
FIM
195
Fernwood Investment Management
Massachusetts
$711K +$7.52K +249 +1%
SPC
196
Sigma Planning Corp
Michigan
$688K +$18.2K +604 +3%
PC
197
Permanens Capital
New York
$663K +$296K +9,801 +81%
RFA
198
Reilly Financial Advisors
California
$640K -$147K -4,880 -19%
AF
199
Arrow Financial
New York
$638K -$217K -7,201 -25%
CAN
200
Cetera Advisor Networks
California
$586K -$174K -5,756 -23%
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