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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.

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
1
Financial Engines Advisors
California
$268M
2
Stifel Financial
2
Stifel Financial
Missouri
$63.3M
3
AF
3
Allworth Financial
California
$122M
4
LPL Financial
4
LPL Financial
California
$98.8M
5
NP
5
NorthRock Partners
Minnesota
$51.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$29.9M
2
HI
2
Horizon Investments
North Carolina
$41.4M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$2.95M
4
PPA
4
Parametric Portfolio Associates
Washington
$12.9M
5
BL
5
Balentine LLC
Georgia
$26.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$268M 10,379,197 +8,017,780 +340%
VA
2
Valmark Advisers
Ohio
$216M 8,374,952 +411,383 +5%
AF
3
Allworth Financial
California
$122M 4,717,570 +1,252,139 +36%
Bank of America
4
Bank of America
North Carolina
$112M 4,352,945 -134,257 -3%
LPL Financial
5
LPL Financial
California
$98.8M 3,823,751 +1,093,163 +40%
NAS
6
Nicolet Advisory Services
Wisconsin
$69.7M 2,698,588 +562,139 +26%
Stifel Financial
7
Stifel Financial
Missouri
$63.3M 2,448,868 +2,409,778 +6,165%
Morgan Stanley
8
Morgan Stanley
New York
$63M 2,437,309 +5,107 +0.2%
GI
9
Gradient Investments
Minnesota
$61.3M 2,373,849 +333,478 +16%
NP
10
NorthRock Partners
Minnesota
$51.8M 2,003,246 +1,062,455 +113%
AI
11
Accredited Investors
Minnesota
$49.6M 1,917,712 +462,213 +32%
TAIM
12
TD Ameritrade Investment Management
Nebraska
$44.1M 1,707,185 +494,226 +41%
KFA
13
Kays Financial Advisory
Georgia
$44M 1,702,892 +214,496 +14%
TC
14
TownSquare Capital
Utah
$41.5M 1,490,232 +113,092 +8%
HI
15
Horizon Investments
North Carolina
$41.4M 1,603,724 -5,703,600 -78%
AA
16
Advisory Alpha
Michigan
$40.7M 1,474,844 +587,552 +66%
UBS Group
17
UBS Group
Switzerland
$40.6M 1,571,348 +743,828 +90%
LFS
18
Lutz Financial Services
Nebraska
$32M 1,238,562 -110,602 -8%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$29.9M 1,155,782 -15,346,832 -93%
MD
20
Money Design
Japan
$29.7M 1,150,651 +178,668 +18%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$29.2M 1,129,398 -988,481 -47%
FWM
22
Focused Wealth Management
New York
$27.2M 1,053,320 +33,987 +3%
BL
23
Balentine LLC
Georgia
$26.5M 1,025,541 -2,618,065 -72%
Osaic Holdings
24
Osaic Holdings
Arizona
$26.4M 1,020,196 +1,020,196 New
NA
25
Nottingham Advisors
New York
$24.6M 931,874 +14,505 +2%
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