SPYV icon

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 %
CPA
301
Clear Perspective Advisors
Illinois
$389K +$90.6K +2,388 +30%
WA
302
Wambolt & Associates
Colorado
$387K +$7.21K +189 +2%
TCMP
303
Thrive Capital Management (Pennsylvania)
Pennsylvania
$387K +$387K +10,210 New
JAG
304
Journey Advisory Group
Kentucky
$385K +$14.3K +377 +4%
SL
305
Salomon & Ludwin
Virginia
$385K +$120K +3,159 +45%
FMN
306
Financial Management Network
California
$378K +$56.6K +1,429 +18%
APWA
307
Atlas Private Wealth Advisors
New Jersey
$359K +$101K +2,670 +39%
ATPW
308
Ashton Thomas Private Wealth
Arizona
$355K +$126K +3,316 +55%
MSAM
309
Moloney Securities Asset Management
Missouri
$354K +$107K +2,822 +43%
BI
310
Ballast Inc
Kentucky
$351K -$17.7K -469 -5%
CFG
311
Citizens Financial Group
Rhode Island
$348K +$45.6K +1,204 +15%
CA
312
Cetera Advisors
Colorado
$347K +$347K +9,149 New
BBNA
313
Bremer Bank National Association
Minnesota
$337K – – –
CIC
314
Carnegie Investment Counsel
Ohio
$337K – – –
FNBT
315
FineMark National Bank & Trust
Florida
$335K +$335K +8,850 New
Renaissance Technologies
316
Renaissance Technologies
New York
$334K +$334K +8,800 New
QC
317
QCM Cayman
Texas
$328K +$328K +8,660 New
C
318
Certuity
Florida
$320K – – –
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$319K – – –
US Bancorp
320
US Bancorp
Minnesota
$317K +$174K +4,588 +121%
GKWIM
321
Gerber Kawasaki Wealth & Investment Management
California
$316K +$91.4K +2,418 +41%
NFG
322
Next Financial Group
Texas
$314K +$279K +7,364 +791%
CWP
323
Concord Wealth Partners
Virginia
$310K -$548K -14,451 -64%
CGFA
324
Colton Groome Financial Advisors
North Carolina
$303K +$18.6K +490 +7%
SIA
325
Soltis Investment Advisors
Utah
$303K +$303K +8,006 New
11 12
13
14 15