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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$911M 30,160,650 +9,888,201 +49%
VA
2
Valmark Advisers
Ohio
$250M 8,267,732 -97,365 -1%
Bank of America
3
Bank of America
North Carolina
$148M 4,896,337 +575,896 +13%
AF
4
Allworth Financial
California
$139M 4,587,378 -248,241 -5%
Morgan Stanley
5
Morgan Stanley
New York
$133M 4,389,180 -76,004 -2%
LPL Financial
6
LPL Financial
California
$131M 4,330,723 +218,753 +5%
HI
7
Horizon Investments
North Carolina
$121M 3,999,745 -6,408,405 -62%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$97.7M 3,235,770 -31,623 -1%
Stifel Financial
9
Stifel Financial
Missouri
$95.2M 3,153,409 +773,642 +33%
AA
10
Alesco Advisors
New York
$94.6M 3,132,050 +111,751 +4%
NAS
11
Nicolet Advisory Services
Wisconsin
$91.5M 3,030,717 +131,276 +5%
NP
12
NorthRock Partners
Minnesota
$74.9M 2,480,453 -41,666 -2%
UBS Group
13
UBS Group
Switzerland
$74M 2,450,541 +159,868 +7%
GI
14
Gradient Investments
Minnesota
$72.6M 2,404,097 +4,890 +0.2%
PI
15
PFS Investments
Georgia
$68.7M 2,273,419 -2,373,076 -51%
DCM
16
Dupont Capital Management
Delaware
$66.4M 2,197,125 +637,349 +41%
TAIM
17
TD Ameritrade Investment Management
Nebraska
$61.6M 2,041,173 +189,937 +10%
KFA
18
Kays Financial Advisory
Georgia
$55.5M 1,836,957 +74,087 +4%
AA
19
Advisory Alpha
Michigan
$51M 1,647,039 +62,639 +4%
AI
20
Accredited Investors
Minnesota
$48.4M 1,604,123 +36,914 +2%
TC
21
TownSquare Capital
Utah
$47M 1,541,567 +39,090 +3%
LFS
22
Lutz Financial Services
Nebraska
$44.1M 1,460,126 +50,326 +4%
Osaic Holdings
23
Osaic Holdings
Arizona
$42M 1,391,247 -325,861 -19%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$40.3M 1,335,774 +118,305 +10%
NA
25
Nottingham Advisors
New York
$38.4M 1,261,938 +3,443 +0.3%
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