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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 %
KOC
301
Koss-Olinger Consulting
Florida
$563K +$27.5K +706 +5%
SMA
302
Sage Mountain Advisors
Georgia
$558K +$409K +10,489 +276%
BTWM
303
Baker Tilly Wealth Management
Wisconsin
$555K -$15.8K -405 -3%
TC
304
Trilogy Capital
California
$555K +$12.5K +320 +2%
WA
305
Wambolt & Associates
Colorado
$543K +$96.1K +2,430 +21%
BMD
306
Better Money Decisions
New Mexico
$536K +$2.5K +64 +0.5%
CS
307
Capital Square
Tennessee
$535K +$17.9K +452 +3%
MOS
308
MGO One Seven
Ohio
$531K +$531K +13,026 New
FMN
309
Financial Management Network
California
$527K +$23.3K +592 +5%
AIC
310
Ameritas Investment Company
Nebraska
$519K +$81.8K +2,099 +19%
MAM
311
Meeder Asset Management
Ohio
$516K -$164K -4,195 -24%
SL
312
Salomon & Ludwin
Virginia
$514K +$93.5K +2,399 +22%
VCM
313
Virtue Capital Management
Tennessee
$513K +$513K +13,156 New
PC
314
Permanens Capital
New York
$509K -$44.1K -1,130 -8%
CA
315
Cetera Advisors
Colorado
$506K +$87.4K +2,239 +21%
CL
316
COWA LLC
Oklahoma
$501K -$16.6K -425 -3%
CMO
317
Covenant Multifamily Offices
Texas
$498K +$11.2K +283 +2%
FPCP
318
Fort Point Capital Partners
California
$495K +$495K +12,705 New
C
319
Certuity
Florida
$488K +$155K +3,934 +47%
DWM
320
Dakota Wealth Management
Florida
$486K +$146K +3,741 +43%
BC
321
Brio Consultants
California
$475K -$5.96K -153 -1%
FFG
322
Frisch Financial Group
New York
$475K +$12.8K +329 +3%
MCM
323
MAI Capital Management
Ohio
$473K +$195K +5,010 +70%
LWM
324
Laidlaw Wealth Management
New York
$469K +$222K +5,688 +90%
CG
325
Colony Group
Massachusetts
$457K +$173K +4,434 +61%
11 12
13
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