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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
+$680M
2
Bank of America
Bank of America
North Carolina
+$601M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$169M
4
HI
Horizon Investments
North Carolina
+$77.4M
5
RC
RegentAtlantic Capital
New Jersey
+$72.9M

Top Sellers

1
DCM
Dupont Capital Management
Delaware
-$132M
2
Franklin Resources
Franklin Resources
California
-$121M
3
Osaic Holdings
Osaic Holdings
Arizona
-$66.1M
4
GWM
Geneos Wealth Management
Colorado
-$52.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$51.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
251
Quest Capital Management
Texas
$1.15M +$39.9K +1,009 +4%
CWM
252
Cedar Wealth Management
California
$1.06M -$190K -4,818 -15%
OWA
253
Opal Wealth Advisors
New York
$1.02M +$40.7K +1,029 +4%
EE
254
EWG Elevate
California
$1.02M – – –
AF
255
Arrow Financial
New York
$1M -$22.7K -575 -2%
CA
256
Centerpoint Advisors
Massachusetts
$999K -$54.7K -1,383 -5%
KFGK
257
Keystone Financial Group (Kentucky)
Kentucky
$990K +$112K +2,820 +13%
PA
258
PFG Advisors
Arizona
$989K +$41.2K +1,042 +4%
FPW
259
Flagship Private Wealth
Massachusetts
$986K +$436K +11,028 +79%
GL
260
Graypoint LLC
New York
$974K – – –
Thrivent Financial for Lutherans
261
Thrivent Financial for Lutherans
Minnesota
$939K -$69K -1,106 -7%
TWP
262
Tower Wealth Partners
Pennsylvania
$931K -$593 -15 -0.1%
Cetera Investment Advisers
263
Cetera Investment Advisers
Illinois
$928K +$155K +3,928 +20%
FIM
264
Fernwood Investment Management
Massachusetts
$920K -$18.5K -467 -2%
FAIM
265
Financial Advocates Investment Management
Washington
$920K -$10.6K -269 -1%
TFA
266
Tobias Financial Advisors
Florida
$915K -$11.1K -280 -1%
SWA
267
Stratos Wealth Advisors
Ohio
$869K +$80.9K +2,047 +10%
SAM
268
Securian Asset Management
Minnesota
$866K +$866K +21,900 New
CFGS
269
Concourse Financial Group Securities
Alabama
$864K +$44.3K +1,121 +5%
SPIA
270
Steward Partners Investment Advisory
New York
$858K -$16.8K -425 -2%
SCA
271
Snowden Capital Advisors
New York
$842K +$126K +3,184 +18%
SFS
272
Sowell Financial Services
Arkansas
$832K -$25.2K -636 -3%
WP
273
WealthPLAN Partners
Nebraska
$830K +$29K +713 +4%
22CM
274
20/20 Capital Management
California
$796K +$56.4K +1,427 +8%
CP
275
Castleview Partners
Texas
$781K +$781K +19,744 New
9 10
11
12 13