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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

478 hedge funds and large institutions have $9.72B invested in SPDR Portfolio S&P 500 Value ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 246 increasing their positions, 134 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+6
Holders Change %
+1.27%
% of All Funds
8.39%
Holding in Top 10
69
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.48%
% of All Funds
1.21%
New
50
Increased
246
Reduced
134
Closed
35
Calls
$5.59M
Puts
$616K
Net Calls
+$4.97M
Net Calls Change
-$1.14M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$2.16B
2
WJA
Willis Johnson & Associates
Texas
$92.3M
3
BCM
Brookstone Capital Management
Illinois
$111M
4
AssetMark Inc
AssetMark Inc
California
$85.4M
5
LPL Financial
LPL Financial
California
$374M

Top Sellers

1
WFS
Weitzel Financial Services
Iowa
$36.9M
2
AIA
Angeles Investment Advisors
California
$34M
3
DCM
Dupont Capital Management
Delaware
$4.45M
4
Bank of America
Bank of America
North Carolina
$715M
5
GI
Gradient Investments
Minnesota
$328K
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
276
Fifth Third Securities
Ohio
$769K +$156K +3,990 +25%
BRWA
277
B. Riley Wealth Advisors
Florida
$768K -$1.21K -31 -0.2%
PMG
278
ProVise Management Group
Florida
$761K -$846K -21,680 -53%
ISWM
279
Independent Solutions Wealth Management
New York
$746K -$14.5K -371 -2%
CB
280
Community Bank
New York
$733K -$17.7K -455 -2%
WPW
281
Waldron Private Wealth
Pennsylvania
$726K – – –
PWM
282
Perigon Wealth Management
California
$695K +$117 +3 +0%
FNBOO
283
First National Bank of Omaha
Nebraska
$693K -$25K -640 -3%
GT
284
Greenleaf Trust
Michigan
$684K +$684K +17,550 New
B
285
Bridgeworth
Alabama
$662K +$168K +4,299 +34%
MIAS
286
Mason Investment Advisory Services
Virginia
$638K – – –
DA
287
Detalus Advisors
Missouri
$634K +$39K +1,000 +7%
AMG
288
Asset Management Group
Connecticut
$633K +$288K +7,379 +83%
LNC
289
Lincoln National Corp
Pennsylvania
$628K +$15.8K +404 +3%
MP
290
McDonald Partners
Ohio
$624K +$70.5K +1,808 +13%
EWA
291
ERTS Wealth Advisors
Michigan
$615K -$76.5M -1,277,272 -99%
Bank of New York Mellon
292
Bank of New York Mellon
New York
$612K -$2.42K -62 -0.4%
AA
293
Argent Advisors
Louisiana
$610K +$3.12K +80 +0.5%
AF
294
Arrow Financial
New York
$609K -$378K -9,700 -38%
MAWCM
295
Mine & Arao Wealth Creation & Management
California
$609K +$1.17K +30 +0.2%
RFC
296
Regions Financial Corp
Alabama
$608K – – –
RFA
297
Reilly Financial Advisors
California
$605K -$38.4K -985 -6%
GKWIM
298
Gerber Kawasaki Wealth & Investment Management
California
$590K +$41.2K +1,058 +8%
ATPW
299
Ashton Thomas Private Wealth
Arizona
$573K +$43.8K +1,122 +8%
WAM
300
Wallington Asset Management
Indiana
$573K +$184K +4,710 +47%
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