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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

432 hedge funds and large institutions have $8.27B invested in SPDR Portfolio S&P 500 Value ETF in 2021 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 207 increasing their positions, 106 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+49
Holders Change %
+12.79%
% of All Funds
7.61%
Holding in Top 10
68
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.25%
% of All Funds
1.2%
New
80
Increased
207
Reduced
106
Closed
27
Calls
$5.82M
Puts
$799K
Net Calls
+$5.02M
Net Calls Change
+$4.95M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.8B
2
HC
2
Hamilton Capital
Ohio
$472M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$234M
4
Franklin Resources
4
Franklin Resources
California
$278M
5
SW
5
SVB Wealth
Massachusetts
$133M

Top Sellers

1
DCM
1
Dupont Capital Management
Delaware
$257M
2
SS
2
Simplicity Solutions
Minnesota
$2.21M
3
CWM
3
Connecticut Wealth Management
Connecticut
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$101M
5
AO
5
Advisor OS
Illinois
$397K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$1.11M -$366K -9,645 -25%
JSL
227
JT Stratford LLC
Georgia
$1.1M +$41K +1,083 +4%
IHWM
228
Iron Horse Wealth Management
Iowa
$1.08M +$28K +739 +3%
HWM
229
Howard Wealth Management
Connecticut
$1.07M +$236K +6,231 +28%
QCM
230
Quest Capital Management
Texas
$1.07M +$83.6K +2,206 +9%
SPC
231
Sigma Planning Corp
Michigan
$1.02M +$27.2K +717 +3%
CA
232
Centerpoint Advisors
Massachusetts
$1.01M – – –
OIA
233
OneDigital Investment Advisors
Kansas
$1M +$345K +9,112 +52%
AF
234
Arrow Financial
New York
$982K -$71.1K -1,875 -7%
EE
235
EWG Elevate
California
$968K +$377K +9,947 +64%
PF
236
Phoenix Financial
Israel
$962K +$962K +25,385 New
JFS
237
JD Financial Services
Pennsylvania
$956K +$159K +4,188 +20%
Thrivent Financial for Lutherans
238
Thrivent Financial for Lutherans
Minnesota
$942K +$29.3K +503 +3%
OWA
239
Opal Wealth Advisors
New York
$937K +$120K +3,167 +15%
GL
240
Graypoint LLC
New York
$933K – – –
CB
241
Community Bank
New York
$925K -$2.46K -65 -0.3%
PA
242
PFG Advisors
Arizona
$908K -$39.4K -1,041 -4%
FIM
243
Fernwood Investment Management
Massachusetts
$900K +$1.33K +35 +0.1%
TWP
244
Tower Wealth Partners
Pennsylvania
$893K +$893K +23,564 New
FAIM
245
Financial Advocates Investment Management
Washington
$892K -$29.9K -790 -3%
TFA
246
Tobias Financial Advisors
Florida
$888K -$65.5K -1,728 -7%
CWM
247
Cornerstone Wealth Management
Missouri
$886K +$51.7K +1,364 +6%
SFS
248
Sowell Financial Services
Arkansas
$869K +$41.3K +1,031 +5%
PC
249
Permanens Capital
New York
$857K -$180K -4,756 -17%
KFGK
250
Keystone Financial Group (Kentucky)
Kentucky
$842K +$162K +4,277 +24%
8 9
10
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