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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

472 hedge funds and large institutions have $10.4B invested in SPDR Portfolio S&P 500 Value ETF in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 227 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+40
Holders Change %
+9.26%
% of All Funds
8.24%
Holding in Top 10
73
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.35%
% of All Funds
1.27%
New
78
Increased
227
Reduced
122
Closed
34
Calls
$6.97M
Puts
$859K
Net Calls
+$6.11M
Net Calls Change
+$1.09M

Top Buyers

1
WFS
Weitzel Financial Services
Iowa
$686M
2
Bank of America
Bank of America
North Carolina
$818M
3
Financial Engines Advisors
Financial Engines Advisors
California
$2.05B
4
HI
Horizon Investments
North Carolina
$211M
5
RC
RegentAtlantic Capital
New Jersey
$105M

Top Sellers

1
DCM
Dupont Capital Management
Delaware
$136M
2
Franklin Resources
Franklin Resources
California
$169M
3
Osaic Holdings
Osaic Holdings
Arizona
$68.2M
4
GWM
Geneos Wealth Management
Colorado
$5.86M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLPIM
226
F.L. Putnam Investment Management
Massachusetts
$1.59M +$79.1K +2,000 +5%
GRP
227
Global Retirement Partners
California
$1.57M +$332K +8,386 +27%
HI
228
Harbour Investments
Wisconsin
$1.49M +$35.8K +905 +2%
UR
229
USCA RIA
Texas
$1.45M +$40 +1 +0%
NA
230
NewEdge Advisors
Louisiana
$1.44M +$1.44M +36,321 New
EGA
231
E&G Advisors
Texas
$1.4M -$1.36M -35,817 Closed
PF
232
Phoenix Financial
Israel
$1.39M +$384K +9,706 +38%
WWM
233
WJ Wealth Management
Arizona
$1.39M +$172K +4,364 +14%
EWA
234
Encompass Wealth Advisors
Oregon
$1.35M – – –
APP
235
Avantax Planning Partners
Iowa
$1.35M -$1.38M -34,815 -51%
IC
236
Innealta Capital
Texas
$1.31M +$1.31M +33,053 New
AAS
237
Avantax Advisory Services
Texas
$1.29M +$1.05M +26,545 +444%
LWAC
238
Laurel Wealth Advisors (California)
California
$1.28M +$35.8K +906 +3%
JSL
239
JT Stratford LLC
Georgia
$1.27M +$125K +3,150 +11%
CSPAM
240
Cary Street Partners Asset Management
Virginia
$1.26M – – –
SPC
241
Sigma Planning Corp
Michigan
$1.23M +$170K +4,295 +16%
RCAG
242
Rehmann Capital Advisory Group
Michigan
$1.23M +$28.6K +718 +2%
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$1.23M +$69.8K +1,765 +6%
AF
244
Advisornet Financial
Minnesota
$1.22M -$101K -2,556 -8%
HWM
245
Howard Wealth Management
Connecticut
$1.22M +$102K +2,575 +9%
PAS
246
Park Avenue Securities
New York
$1.21M +$1.21M +30,578 New
CWM
247
Cornerstone Wealth Management
Missouri
$1.2M +$273K +6,914 +30%
LDB
248
Lee, Danner & Bass
Tennessee
$1.19M – – –
V
249
Veritable
Delaware
$1.17M +$587K +14,850 +102%
IHWM
250
Iron Horse Wealth Management
Iowa
$1.15M +$22.6K +572 +2%
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