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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

554 hedge funds and large institutions have $10.3B invested in SPDR Portfolio S&P 500 Value ETF in 2021 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 261 increasing their positions, 115 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
+76
Holders Change %
+15.9%
% of All Funds
8.56%
Holding in Top 10
83
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+20.29%
% of All Funds
1.28%
New
118
Increased
261
Reduced
115
Closed
35
Calls
$3.32M
Puts
$802K
Net Calls
+$2.52M
Net Calls Change
-$2.45M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.49B
2
Morgan Stanley
2
Morgan Stanley
New York
$314M
3
EWA
3
ERTS Wealth Advisors
Michigan
$61.2M
4
LPL Financial
4
LPL Financial
California
$435M
5
WCAMG
5
Woodard & Company Asset Management Group
North Carolina
$30.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$216M
2
SW
2
SVB Wealth
Massachusetts
$735K
3
AssetMark Inc
3
AssetMark Inc
California
$156K
4
BCI
4
Brinker Capital Investments
Pennsylvania
$2.38M
5
Wells Fargo
5
Wells Fargo
California
$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
226
Collaborative Wealth Management
Florida
$2.24M +$2.24M +53,300 New
RWMH
227
Riverpoint Wealth Management Holdings
Illinois
$2.21M -$339K -8,069 -13%
OIA
228
OneDigital Investment Advisors
Kansas
$2.18M -$128K -3,037 -6%
CAM
229
Cozad Asset Management
Illinois
$2.16M -$605K -14,415 -22%
BIP
230
Blueprint Investment Partners
North Carolina
$2.14M +$2.14M +50,976 New
1SB
231
1ST Source Bank
Indiana
$2.11M +$90.7K +2,160 +4%
GB
232
Gunma Bank
Japan
$2.1M -$2.1M -50,000 -50%
Invesco
233
Invesco
Georgia
$2.1M -$336K -8,000 -14%
PWM
234
Peterson Wealth Management
Nevada
$1.99M +$121K +2,886 +6%
Susquehanna International Group
235
Susquehanna International Group
Pennsylvania
$1.98M -$378K -8,989 -16%
AIA
236
Acute Investment Advisory
Arizona
$1.97M +$1.97M +46,986 New
C
237
Clearshares
New York
$1.96M – – –
BA
238
Bristlecone Advisors
Washington
$1.96M +$42.5K +1,012 +2%
SWM
239
SFG Wealth Management
Maryland
$1.96M +$1.96M +46,620 New
MWM
240
Modera Wealth Management
New Jersey
$1.93M +$1.93M +45,858 New
EA
241
Eclectic Associates
California
$1.81M +$3.36K +80 +0.2%
Millennium Management
242
Millennium Management
New York
$1.77M +$1.77M +42,103 New
CAC
243
Certified Advisory Corp
Florida
$1.76M -$135K -3,214 -7%
MDCM
244
Morgan Dempsey Capital Management
Wisconsin
$1.76M +$1.76M +41,801 New
FLPIM
245
F.L. Putnam Investment Management
Massachusetts
$1.71M +$9.41K +224 +0.6%
IC
246
Innealta Capital
Texas
$1.71M +$151K +3,593 +10%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$1.7M +$1.7M +40,512 New
APP
248
Avantax Planning Partners
Iowa
$1.7M +$269K +6,414 +19%
IWC
249
Integrated Wealth Concepts
Massachusetts
$1.58M -$746K -17,765 -32%
WWM
250
WJ Wealth Management
Arizona
$1.55M -$43.9K -1,045 -3%
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