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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 %
SCA
276
Snowden Capital Advisors
New York
$1.09M -$69.9K -1,664 -6%
CWM
277
Cedar Wealth Management
California
$1.09M -$31.5K -751 -3%
FIM
278
Fernwood Investment Management
Massachusetts
$1.08M +$38.3K +911 +4%
TF
279
TRH Financial
Iowa
$1.07M -$215K -5,129 -17%
PA
280
PFG Advisors
Arizona
$1.05M +$6.68K +159 +0.6%
LFM
281
Lumina Fund Management
New York
$1.05M +$1.05M +25,000 New
HLOC
282
H.L. Ormond & Company
North Carolina
$1.05M +$1.05M +25,054 New
CA
283
Centerpoint Advisors
Massachusetts
$1.04M – – –
PCIA
284
Prime Capital Investment Advisors
Kansas
$1.03M +$1.03M +24,526 New
JPMorgan Chase & Co
285
JPMorgan Chase & Co
New York
$1.03M +$162K +3,864 +19%
HI
286
Harbour Investments
Wisconsin
$1.03M -$41.8K -996 -4%
TFA
287
Teamwork Financial Advisors
Texas
$996K +$120K +2,857 +14%
KFS
288
Kaizen Financial Strategies
California
$995K +$642K +15,294 +182%
TWP
289
Tower Wealth Partners
Pennsylvania
$990K -$4.66K -111 -0.5%
FAIM
290
Financial Advocates Investment Management
Washington
$985K -$33.9K -808 -3%
AF
291
Advisornet Financial
Minnesota
$982K +$19.5K +464 +2%
B
292
Bridgeworth
Alabama
$957K +$244K +5,811 +34%
ACM
293
Advisors Capital Management
New Jersey
$956K -$1.25M -29,785 -57%
GL
294
Graypoint LLC
New York
$953K -$78.7K -1,875 -8%
BF
295
BOK Financial
Oklahoma
$951K – – –
Thrivent Financial for Lutherans
296
Thrivent Financial for Lutherans
Minnesota
$939K -$7.24K -116 -0.8%
WP
297
WealthPLAN Partners
Nebraska
$938K +$33K +800 +4%
SPIA
298
Steward Partners Investment Advisory
New York
$937K -$83.6K -1,990 -8%
CWMGP
299
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$932K +$932K +22,196 New
SFS
300
Sowell Financial Services
Arkansas
$925K +$65.9K +1,568 +8%
10 11
12
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