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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 %
TC
301
Trilogy Capital
California
$555K +$555K +13,898 New
QC
302
QCM Cayman
Texas
$551K +$208K +5,267 +61%
KOC
303
Koss-Olinger Consulting
Florida
$543K +$543K +13,736 New
BMD
304
Better Money Decisions
New Mexico
$541K -$21K -532 -4%
ATPW
305
Ashton Thomas Private Wealth
Arizona
$537K +$166K +4,202 +45%
CL
306
COWA LLC
Oklahoma
$528K – – –
AIC
307
Ameritas Investment Company
Nebraska
$524K -$3.82M -81,692 -88%
CS
308
Capital Square
Tennessee
$517K -$31.5K -798 -6%
FMN
309
Financial Management Network
California
$510K +$130K +3,248 +34%
B
310
Bridgeworth
Alabama
$501K -$8.78K -222 -2%
BC
311
Brio Consultants
California
$488K -$3.44K -87 -0.7%
CMO
312
Covenant Multifamily Offices
Texas
$486K +$486K +12,281 New
SFSIG
313
San Francisco Sentry Investment Group
California
$481K +$21.5K +544 +5%
FFG
314
Frisch Financial Group
New York
$468K -$1.86K -47 -0.4%
PFM
315
Phillips Financial Management
Indiana
$462K -$80.1K -2,023 -15%
Bank of Montreal
316
Bank of Montreal
Ontario, Canada
$458K +$458K +11,392 New
WA
317
Wambolt & Associates
Colorado
$450K +$46.1K +1,159 +11%
CPIG
318
Chicago Partners Investment Group
Illinois
$436K +$436K +10,948 New
OIA
319
Optimum Investment Advisors
Illinois
$435K -$59.3K -1,500 -12%
OPS
320
Orion Portfolio Solutions
Nebraska
$431K -$173K -4,381 -29%
FWI
321
Facet Wealth Inc
Maryland
$431K -$24.9K -631 -5%
CPA
322
Clear Perspective Advisors
Illinois
$427K +$21.9K +553 +5%
SL
323
Salomon & Ludwin
Virginia
$426K +$24.5K +619 +6%
CA
324
Cetera Advisors
Colorado
$424K +$62.3K +1,577 +17%
IMC Chicago
325
IMC Chicago
Illinois
$417K +$417K +10,551 New
11 12
13
14 15