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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 %
AIS
176
American Investment Services
Massachusetts
$1.45M +$248K +7,200 +21%
WWM
177
Western Wealth Management
Colorado
$1.45M +$486K +14,139 +50%
Creative Planning
178
Creative Planning
Kansas
$1.4M -$430K -12,516 -23%
KFI
179
Key Financial Inc
Pennsylvania
$1.4M +$262K +7,615 +23%
IAN
180
Integrated Advisors Network
Texas
$1.39M -$154K -4,480 -10%
CIBC Private Wealth Group
181
CIBC Private Wealth Group
Georgia
$1.36M +$1.36M +39,608 New
RCA
182
Rowland Carmichael Advisors
Arizona
$1.36M +$49.3K +1,434 +4%
IA
183
IFP Advisors
Florida
$1.34M +$54.4K +1,582 +4%
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$1.34M +$1.34M +38,924 New
LFF
185
Level Four Financial
Texas
$1.34M +$1.34M +38,849 New
GRP
186
Global Retirement Partners
California
$1.31M +$14K +406 +1%
UR
187
USCA RIA
Texas
$1.28M -$3.71K -108 -0.3%
FLPIM
188
F.L. Putnam Investment Management
Massachusetts
$1.25M +$95.4K +2,775 +8%
EGA
189
E&G Advisors
Texas
$1.23M +$15.8K +460 +1%
BA
190
Bridge Advisory
California
$1.22M +$1.22M +35,595 New
SWA
191
Stratos Wealth Advisors
Ohio
$1.22M +$1.22M +35,409 New
HHGC
192
Hunting Hill Global Capital
New York
$1.18M +$1.18M +34,200 New
AWA
193
Arete Wealth Advisors
Illinois
$1.17M +$145K +4,236 +14%
CWM
194
Cedar Wealth Management
California
$1.17M +$75.1K +2,184 +7%
AF
195
Advisornet Financial
Minnesota
$1.12M -$56.1K -1,633 -5%
RC
196
RegentAtlantic Capital
New Jersey
$1.1M +$1.1M +31,932 New
JSL
197
JT Stratford LLC
Georgia
$959K +$83K +2,415 +9%
IHWM
198
Iron Horse Wealth Management
Iowa
$957K +$957K +27,826 New
AF
199
Arrow Financial
New York
$955K +$229K +6,650 +31%
PC
200
Permanens Capital
New York
$941K +$186K +5,397 +25%
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