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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 %
CA
201
Centerpoint Advisors
Massachusetts
$916K – – –
Citadel Advisors
202
Citadel Advisors
Florida
$900K -$139K -4,031 -13%
SPC
203
Sigma Planning Corp
Michigan
$898K +$115K +3,352 +15%
QCM
204
Quest Capital Management
Texas
$891K +$17.2K +499 +2%
TFA
205
Tobias Financial Advisors
Florida
$865K +$42.5K +1,235 +5%
PA
206
PFG Advisors
Arizona
$860K +$56.9K +1,656 +7%
GL
207
Graypoint LLC
New York
$847K – – –
CSPAM
208
Cary Street Partners Asset Management
Virginia
$847K +$847K +24,640 New
CB
209
Community Bank
New York
$842K -$24.9K -725 -3%
FAIM
210
Financial Advocates Investment Management
Washington
$840K -$2.31K -67 -0.3%
Thrivent Financial for Lutherans
211
Thrivent Financial for Lutherans
Minnesota
$827K -$330K -6,245 -29%
FIM
212
Fernwood Investment Management
Massachusetts
$815K +$6.09K +177 +0.8%
TSS
213
Two Sigma Securities
New York
$799K +$799K +23,229 New
CG
214
Cutler Group
California
$780K -$1.1M -31,900 -58%
CWP
215
Concord Wealth Partners
Virginia
$778K +$778K +22,630 New
PIA
216
Perennial Investment Advisors
California
$774K +$774K +22,515 New
ISWM
217
Independent Solutions Wealth Management
New York
$772K -$41.8K -1,216 -5%
LJAC
218
L.J. Altfest & Co
New York
$765K -$78.3K -2,279 -9%
CWM
219
Cornerstone Wealth Management
Missouri
$757K +$457K +13,278 +152%
HWM
220
Howard Wealth Management
Connecticut
$756K +$170K +4,941 +29%
ASN
221
Advisory Services Network
Georgia
$742K +$179K +5,204 +32%
OWA
222
Opal Wealth Advisors
New York
$741K +$741K +21,554 New
RFA
223
Reilly Financial Advisors
California
$737K +$8.46K +246 +1%
JFS
224
JD Financial Services
Pennsylvania
$723K +$723K +21,038 New
SFS
225
Sowell Financial Services
Arkansas
$710K -$475K -13,811 -40%
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