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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 %
LWAC
201
Laurel Wealth Advisors (California)
California
$673K -$280K -9,660 -29%
SPC
202
Sigma Planning Corp
Michigan
$642K -$117K -4,051 -15%
WWM
203
Western Wealth Management
Colorado
$602K -$97K -3,349 -14%
CFGS
204
Concourse Financial Group Securities
Alabama
$599K +$467K +16,108 +354%
IA
205
IFP Advisors
Florida
$590K +$27.8K +972 +5%
Deutsche Bank
206
Deutsche Bank
Germany
$567K +$567K +19,555 New
FG
207
Fiduciary Group
Georgia
$549K -$53.1K -1,832 -9%
KM
208
Kalos Management
Georgia
$531K -$13.2K -425 -2%
HWM
209
Howard Wealth Management
Connecticut
$505K +$41.8K +1,442 +9%
Franklin Resources
210
Franklin Resources
California
$502K -$319K -10,491 -39%
DA
211
Detalus Advisors
Missouri
$501K -$162K -5,582 -24%
TSS
212
Two Sigma Securities
New York
$481K +$481K +16,592 New
LNC
213
Lincoln National Corp
Pennsylvania
$480K +$62.2K +2,146 +15%
Bank of New York Mellon
214
Bank of New York Mellon
New York
$477K -$37.8K -1,307 -7%
MIAS
215
Mason Investment Advisory Services
Virginia
$474K -$1.98M -68,355 -81%
ASN
216
Advisory Services Network
Georgia
$470K +$274K +9,480 +140%
WP
217
WealthPLAN Partners
Nebraska
$467K – – –
PFM
218
Phillips Financial Management
Indiana
$455K -$42.5K -1,467 -9%
MAWCM
219
Mine & Arao Wealth Creation & Management
California
$455K +$956 +33 +0.2%
FNBOO
220
First National Bank of Omaha
Nebraska
$453K – – –
RFC
221
Regions Financial Corp
Alabama
$452K – – –
SPIA
222
Steward Partners Investment Advisory
New York
$447K -$145K -5,004 -24%
EE
223
EWG Elevate
California
$445K – – –
WAP
224
Wealthcare Advisory Partners
Pennsylvania
$428K +$399K +13,779 +1,378%
FWM
225
Focused Wealth Management
New York
$425K -$30.1M -1,038,663 -99%
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