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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

432 hedge funds and large institutions have $8.27B invested in SPDR Portfolio S&P 500 Value ETF in 2021 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 207 increasing their positions, 106 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+49
Holders Change %
+12.79%
% of All Funds
7.61%
Holding in Top 10
68
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.25%
% of All Funds
1.2%
New
80
Increased
207
Reduced
106
Closed
27
Calls
$5.82M
Puts
$799K
Net Calls
+$5.02M
Net Calls Change
+$4.95M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.8B
2
HC
Hamilton Capital
Ohio
$472M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$234M
4
Franklin Resources
Franklin Resources
California
$278M
5
SW
SVB Wealth
Massachusetts
$133M

Top Sellers

1
DCM
Dupont Capital Management
Delaware
$257M
2
SS
Simplicity Solutions
Minnesota
$2.21M
3
CWM
Connecticut Wealth Management
Connecticut
$0
4
Stifel Financial
Stifel Financial
Missouri
$101M
5
AO
Advisor OS
Illinois
$397K
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
276
Orion Portfolio Solutions
Nebraska
$579K +$75.4K +1,990 +15%
V
277
Veritable
Delaware
$554K +$162K +4,285 +41%
BTWM
278
Baker Tilly Wealth Management
Wisconsin
$551K +$95.5K +2,523 +21%
MP
279
McDonald Partners
Ohio
$548K -$11K -289 -2%
BMD
280
Better Money Decisions
New Mexico
$539K +$539K +14,216 New
Fifth Third Bancorp
281
Fifth Third Bancorp
Ohio
$537K – – –
CS
282
Capital Square
Tennessee
$536K -$11.8K -306 -2%
FPW
283
Flagship Private Wealth
Massachusetts
$535K +$284K +7,386 +113%
PFM
284
Phillips Financial Management
Indiana
$519K -$48.7K -1,284 -9%
CL
285
COWA LLC
Oklahoma
$514K +$141K +3,640 +38%
CCWA
286
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$505K +$505K +13,333 New
B
287
Bridgeworth
Alabama
$489K +$49.7K +1,311 +11%
Simplex Trading
288
Simplex Trading
Illinois
$488K +$488K +12,876 New
M&T Bank
289
M&T Bank
New York
$479K -$1.24M -32,792 -72%
OIA
290
Optimum Investment Advisors
Illinois
$474K – – –
BC
291
Brio Consultants
California
$471K -$32.4K -855 -6%
IWC
292
Integrated Wealth Concepts
Massachusetts
$457K +$71.8K +1,894 +19%
FFG
293
Frisch Financial Group
New York
$450K -$63.8K -1,684 -12%
GLA
294
Good Life Advisors
Pennsylvania
$447K +$447K +11,830 New
Principal Financial Group
295
Principal Financial Group
Iowa
$444K +$30.4K +803 +7%
SFSIG
296
San Francisco Sentry Investment Group
California
$440K +$2.08K +55 +0.5%
FWI
297
Facet Wealth Inc
Maryland
$437K +$83.9K +2,216 +24%
JWCA
298
J.W. Cole Advisors
Florida
$405K +$35.7K +943 +10%
AO
299
Advisor OS
Illinois
$397K -$20.8M -548,113 -98%
FWM
300
Focused Wealth Management
New York
$391K -$134K -3,526 -25%
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