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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 %
Bank of New York Mellon
201
Bank of New York Mellon
New York
$459K -$2.19K -85 -0.5%
DAS
202
Dynamic Advisor Solutions
Arizona
$437K +$38.5K +1,490 +10%
PFM
203
Phillips Financial Management
Indiana
$424K – – –
SMG
204
Smart Money Group
Texas
$422K -$2.96M -114,627 -88%
QCM
205
Quest Capital Management
Texas
$421K +$213K +8,244 +102%
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$420K -$77.8K -3,011 -16%
BA
207
Bristlecone Advisors
Washington
$419K – – –
HWM
208
Howard Wealth Management
Connecticut
$413K +$156K +6,042 +61%
WP
209
WealthPLAN Partners
Nebraska
$411K -$4.43M -161,825 -92%
MAWCM
210
Mine & Arao Wealth Creation & Management
California
$405K +$65.6K +2,539 +19%
FNBOO
211
First National Bank of Omaha
Nebraska
$404K +$11.9K +460 +3%
MSAM
212
Moloney Securities Asset Management
Missouri
$403K -$1.03M -39,720 -72%
RFC
213
Regions Financial Corp
Alabama
$403K – – –
EE
214
EWG Elevate
California
$396K -$107K -4,158 -21%
RCA
215
Ranch Capital Advisors
Florida
$390K +$100K +3,881 +35%
FAAS
216
First Allied Advisory Services
California
$389K -$4.69M -181,169 -92%
GCA
217
Greenwood Capital Associates
South Carolina
$378K +$2.97K +115 +0.8%
FHC
218
First Heartland Consultants
Missouri
$377K -$4.82M -186,815 -93%
LNC
219
Lincoln National Corp
Pennsylvania
$373K – – –
JPMPWA
220
J.P. Morgan Private Wealth Advisors
California
$372K +$2.38K +92 +0.6%
IAA
221
Independent Advisor Alliance
North Carolina
$368K -$552K -21,392 -60%
TI
222
Trexquant Investment
Connecticut
$364K +$364K +14,090 New
CWM
223
Cahaba Wealth Management
Georgia
$360K -$130K -5,048 -27%
CBFP
224
Cedar Brook Financial Partners
Ohio
$358K -$959K -37,082 -73%
MOS
225
MGO One Seven
Ohio
$356K +$35.2K +1,365 +11%
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9
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