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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$587M 20,272,449 +9,893,252 +95%
HI
2
Horizon Investments
North Carolina
$302M 10,408,150 +8,804,426 +549%
VA
3
Valmark Advisers
Ohio
$242M 8,365,097 -9,855 -0.1%
AF
4
Allworth Financial
California
$140M 4,835,619 +118,049 +3%
PI
5
PFS Investments
Georgia
$135M 4,646,495 +3,722,219 +403%
Morgan Stanley
6
Morgan Stanley
New York
$129M 4,465,184 +2,027,875 +83%
Bank of America
7
Bank of America
North Carolina
$125M 4,320,441 -32,504 -0.7%
LPL Financial
8
LPL Financial
California
$119M 4,111,970 +288,219 +8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$94.7M 3,267,393 +2,111,611 +183%
AA
10
Alesco Advisors
New York
$87.5M 3,020,299 +3,020,299 New
NAS
11
Nicolet Advisory Services
Wisconsin
$84M 2,899,441 +200,853 +7%
NP
12
NorthRock Partners
Minnesota
$73.1M 2,522,119 +518,873 +26%
GI
13
Gradient Investments
Minnesota
$69.5M 2,399,207 +25,358 +1%
Stifel Financial
14
Stifel Financial
Missouri
$69M 2,379,767 -69,101 -3%
UBS Group
15
UBS Group
Switzerland
$66.4M 2,290,673 +719,325 +46%
APP
16
Avantax Planning Partners
Iowa
$60.3M 2,081,472 +2,070,811 +19,424%
TAIM
17
TD Ameritrade Investment Management
Nebraska
$53.6M 1,851,236 +144,051 +8%
KFA
18
Kays Financial Advisory
Georgia
$51.1M 1,762,870 +59,978 +4%
Osaic Holdings
19
Osaic Holdings
Arizona
$49.8M 1,717,108 +696,912 +68%
AA
20
Advisory Alpha
Michigan
$49.6M 1,584,400 +109,556 +7%
AI
21
Accredited Investors
Minnesota
$45.4M 1,567,209 -350,503 -18%
DCM
22
Dupont Capital Management
Delaware
$45.2M 1,559,776 +1,559,776 New
TC
23
TownSquare Capital
Utah
$43.9M 1,502,477 +12,245 +0.8%
LFS
24
Lutz Financial Services
Nebraska
$40.9M 1,409,800 +171,238 +14%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$35.3M 1,217,469 +88,071 +8%
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