SPYV icon

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 %
CFGS
201
Concourse Financial Group Securities
Alabama
$575K -$49K -1,622 -8%
FDCDDQ
202
Federation des caisses Desjardins du Quebec
Quebec, Canada
$574K +$574K +19,000 New
BFG
203
Barber Financial Group
Kansas
$571K +$571K +18,905 New
WPW
204
Waldron Private Wealth
Pennsylvania
$562K +$153K +5,082 +37%
KM
205
Kalos Management
Georgia
$554K -$8.18K -249 -1%
DA
206
Detalus Advisors
Missouri
$533K +$11.3K +375 +2%
LWAC
207
Laurel Wealth Advisors (California)
California
$532K -$170K -5,616 -24%
HWM
208
Howard Wealth Management
Connecticut
$514K -$11.5K -382 -2%
FAAS
209
First Allied Advisory Services
California
$506K -$260K -8,597 -34%
FNBOO
210
First National Bank of Omaha
Nebraska
$503K +$30.8K +1,019 +7%
ASN
211
Advisory Services Network
Georgia
$495K +$4.53K +150 +0.9%
MIAS
212
Mason Investment Advisory Services
Virginia
$494K – – –
PFM
213
Phillips Financial Management
Indiana
$474K – – –
WP
214
WealthPLAN Partners
Nebraska
$473K -$12.8K -396 -3%
RFC
215
Regions Financial Corp
Alabama
$471K – – –
SPIA
216
Steward Partners Investment Advisory
New York
$471K +$4.68K +155 +1%
LNC
217
Lincoln National Corp
Pennsylvania
$468K -$33.3K -1,100 -7%
MAWCM
218
Mine & Arao Wealth Creation & Management
California
$467K -$7.8K -258 -2%
WAP
219
Wealthcare Advisory Partners
Pennsylvania
$467K +$20.3K +671 +5%
EE
220
EWG Elevate
California
$463K – – –
DAS
221
Dynamic Advisor Solutions
Arizona
$441K +$423 +14 +0.1%
CS
222
Capital Square
Tennessee
$422K +$422K +14,003 New
FWM
223
Focused Wealth Management
New York
$420K -$23.1K -764 -5%
PWM
224
Perigon Wealth Management
California
$413K +$413K +13,685 New
BC
225
Brio Consultants
California
$400K -$453 -15 -0.1%
7 8
9
10 11