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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

478 hedge funds and large institutions have $9.72B invested in SPDR Portfolio S&P 500 Value ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 246 increasing their positions, 134 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+6
Holders Change %
+1.27%
% of All Funds
8.39%
Holding in Top 10
69
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.48%
% of All Funds
1.21%
New
50
Increased
246
Reduced
134
Closed
35
Calls
$5.59M
Puts
$616K
Net Calls
+$4.97M
Net Calls Change
-$1.14M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$142M
2
WJA
Willis Johnson & Associates
Texas
+$92.3M
3
BCM
Brookstone Capital Management
Illinois
+$78.4M
4
AssetMark Inc
AssetMark Inc
California
+$76.6M
5
LPL Financial
LPL Financial
California
+$58.3M

Top Sellers

1
WFS
Weitzel Financial Services
Iowa
-$1.96B
2
AIA
Angeles Investment Advisors
California
-$138M
3
DCM
Dupont Capital Management
Delaware
-$130M
4
Bank of America
Bank of America
North Carolina
-$91.5M
5
GI
Gradient Investments
Minnesota
-$80.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
226
Innealta Capital
Texas
$1.45M +$156K +4,001 +12%
FGAM
227
Financial Gravity Asset Management
Texas
$1.44M -$784K -19,675 -35%
CFG
228
Citizens Financial Group
Rhode Island
$1.43M +$1.07M +27,460 +297%
PF
229
Phoenix Financial
Israel
$1.42M +$53.3K +1,367 +4%
EGA
230
E&G Advisors
Texas
$1.37M +$1.37M +35,243 New
EWA
231
Encompass Wealth Advisors
Oregon
$1.33M – – –
APP
232
Avantax Planning Partners
Iowa
$1.33M – – –
PAS
233
Park Avenue Securities
New York
$1.29M +$93.3K +2,391 +8%
HWM
234
Howard Wealth Management
Connecticut
$1.28M +$79.6K +2,041 +7%
CSPAM
235
Cary Street Partners Asset Management
Virginia
$1.27M +$26.7K +684 +2%
USCWA
236
U.S. Capital Wealth Advisors
Texas
$1.23M +$1.23M +31,475 New
SPC
237
Sigma Planning Corp
Michigan
$1.23M +$12.6K +324 +1%
AC
238
AWM Capital
Arizona
$1.22M +$1.22M +29,603 New
TF
239
TRH Financial
Iowa
$1.19M -$1.11M -28,470 -48%
RCAG
240
Rehmann Capital Advisory Group
Michigan
$1.18M -$20.2K -519 -2%
OWA
241
Opal Wealth Advisors
New York
$1.18M +$176K +4,518 +18%
V
242
Veritable
Delaware
$1.15M – – –
LDB
243
Lee, Danner & Bass
Tennessee
$1.13M -$42.9K -1,100 -4%
QCM
244
Quest Capital Management
Texas
$1.12M -$13.6K -348 -1%
KFGK
245
Keystone Financial Group (Kentucky)
Kentucky
$1.11M +$130K +3,336 +13%
SCA
246
Snowden Capital Advisors
New York
$1.08M +$246K +6,311 +30%
IHWM
247
Iron Horse Wealth Management
Iowa
$1.05M -$88.8K -2,276 -8%
Cetera Investment Advisers
248
Cetera Investment Advisers
Illinois
$1.04M +$129K +3,296 +14%
CWM
249
Cedar Wealth Management
California
$1.04M -$3.59K -92 -0.3%
ICG
250
InterOcean Capital Group
Tennessee
$1.03M +$814K +20,860 +369%
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