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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 %
CFG
251
Citizens Financial Group
Rhode Island
$1.55M +$3.65K +87 +0.2%
LF
252
Lantz Financial
Illinois
$1.52M -$330K -7,848 -18%
EGA
253
E&G Advisors
Texas
$1.48M -$252 -6 -0%
PAS
254
Park Avenue Securities
New York
$1.46M +$72.5K +1,727 +5%
BCA
255
Biltmore Capital Advisors
New Jersey
$1.46M +$1.46M +34,675 New
IFA
256
Index Fund Advisors
California
$1.45M +$1.45M +34,627 New
HWM
257
Howard Wealth Management
Connecticut
$1.45M +$74.7K +1,780 +5%
EWA
258
Encompass Wealth Advisors
Oregon
$1.44M – – –
OWA
259
Opal Wealth Advisors
New York
$1.39M +$117K +2,777 +9%
SPC
260
Sigma Planning Corp
Michigan
$1.37M +$44.4K +1,056 +3%
CSPAM
261
Cary Street Partners Asset Management
Virginia
$1.34M -$23.8K -567 -2%
USCWA
262
U.S. Capital Wealth Advisors
Texas
$1.32M +$84 +2 +0%
MFT
263
Moisand Fitzgerald Tamayo
Florida
$1.31M -$1.05M -25,058 -45%
KFGK
264
Keystone Financial Group (Kentucky)
Kentucky
$1.3M +$111K +2,637 +9%
RCAG
265
Rehmann Capital Advisory Group
Michigan
$1.29M +$9.95K +237 +0.8%
AC
266
AWM Capital
Arizona
$1.25M +$7.52K +179 +0.6%
V
267
Veritable
Delaware
$1.24M – – –
LDB
268
Lee, Danner & Bass
Tennessee
$1.22M – – –
FTS
269
Fifth Third Securities
Ohio
$1.21M +$377K +8,965 +45%
QCM
270
Quest Capital Management
Texas
$1.2M -$7.6K -181 -0.6%
LBC
271
Lowe Brockenbrough & Co
Virginia
$1.2M +$89K +2,119 +8%
Cetera Investment Advisers
272
Cetera Investment Advisers
Illinois
$1.19M +$62.5K +1,489 +6%
CAPTRUST Financial Advisors
273
CAPTRUST Financial Advisors
North Carolina
$1.15M +$44.3K +1,054 +4%
IHWM
274
Iron Horse Wealth Management
Iowa
$1.12M -$3.99K -95 -0.4%
EE
275
EWG Elevate
California
$1.1M – – –
9 10
11
12 13