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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 %
BRWA
276
B. Riley Wealth Advisors
Florida
$780K -$1.55M -39,094 -66%
ISWM
277
Independent Solutions Wealth Management
New York
$771K +$59.8K +1,512 +8%
CB
278
Community Bank
New York
$761K -$204K -5,170 -21%
PFGIA
279
Patriot Financial Group Insurance Agency
Massachusetts
$737K +$673K +17,032 +1,061%
WPW
280
Waldron Private Wealth
Pennsylvania
$736K – – –
LJAC
281
L.J. Altfest & Co
New York
$725K -$12.6K -319 -2%
JPMorgan Chase & Co
282
JPMorgan Chase & Co
New York
$717K -$5.03M -127,311 -88%
PC
283
Pecaut & Co
Iowa
$710K +$710K +17,957 New
PWM
284
Perigon Wealth Management
California
$704K +$119 +3 +0%
FNBOO
285
First National Bank of Omaha
Nebraska
$698K – – –
MAM
286
Meeder Asset Management
Ohio
$689K +$73.3K +1,854 +12%
RFA
287
Reilly Financial Advisors
California
$653K -$31.3K -790 -5%
MIAS
288
Mason Investment Advisory Services
Virginia
$647K – – –
Bank of New York Mellon
289
Bank of New York Mellon
New York
$623K -$5.97K -151 -0.9%
FTS
290
Fifth Third Securities
Ohio
$623K +$362K +9,135 +138%
LNC
291
Lincoln National Corp
Pennsylvania
$621K +$9.21K +233 +2%
RFC
292
Regions Financial Corp
Alabama
$617K – – –
MAWCM
293
Mine & Arao Wealth Creation & Management
California
$616K +$1.46K +37 +0.2%
AA
294
Argent Advisors
Louisiana
$615K +$615K +15,554 New
DA
295
Detalus Advisors
Missouri
$603K -$39.5K -1,000 -6%
BTWM
296
Baker Tilly Wealth Management
Wisconsin
$579K +$3.48K +88 +0.6%
PC
297
Permanens Capital
New York
$561K -$333K -8,425 -37%
MP
298
McDonald Partners
Ohio
$561K -$10.5K -265 -2%
KM
299
Kalos Management
Georgia
$559K -$50.3K -1,253 -8%
GKWIM
300
Gerber Kawasaki Wealth & Investment Management
California
$557K +$226K +5,727 +68%
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