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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 %
CPIG
301
Chicago Partners Investment Group
Illinois
$899K +$129K +3,154 +17%
LJAC
302
L.J. Altfest & Co
New York
$883K -$45.1K -1,074 -5%
CFGS
303
Concourse Financial Group Securities
Alabama
$879K -$588 -14 -0.1%
SPWM
304
Schrum Private Wealth Management
Florida
$872K +$872K +20,751 New
GKWIM
305
Gerber Kawasaki Wealth & Investment Management
California
$863K +$227K +5,410 +36%
RFC
306
Regions Financial Corp
Alabama
$860K +$205K +4,877 +31%
PMG
307
ProVise Management Group
Florida
$850K +$30.4K +723 +4%
CFA
308
Compass Financial Advisors
Indiana
$845K +$845K +20,112 New
SF
309
Summit Financial
New Jersey
$843K +$843K +20,082 New
Bank of New York Mellon
310
Bank of New York Mellon
New York
$839K +$180K +4,284 +27%
BRWA
311
B. Riley Wealth Advisors
Florida
$830K +$3.11K +74 +0.4%
AMG
312
Asset Management Group
Connecticut
$827K +$145K +3,456 +21%
FPW
313
Flagship Private Wealth
Massachusetts
$819K -$202K -4,809 -20%
WAP
314
Wealthcare Advisory Partners
Pennsylvania
$810K -$4.43M -105,484 -85%
ISWM
315
Independent Solutions Wealth Management
New York
$801K -$1.51K -36 -0.2%
PWM
316
Perigon Wealth Management
California
$795K +$47.3K +1,126 +6%
TC
317
Trilogy Capital
California
$784K +$187K +4,454 +31%
WPW
318
Waldron Private Wealth
Pennsylvania
$782K – – –
DWM
319
Dakota Wealth Management
Florida
$771K +$247K +5,871 +47%
WA
320
Wealthstream Advisors
New York
$762K +$762K +18,145 New
CB
321
Community Bank
New York
$761K -$28.6K -680 -4%
FNBOO
322
First National Bank of Omaha
Nebraska
$739K -$7.77K -185 -1%
GT
323
Greenleaf Trust
Michigan
$739K +$1.47K +35 +0.2%
Simplex Trading
324
Simplex Trading
Illinois
$739K +$739K +17,605 New
WMR
325
Wealth Management Resources
Rhode Island
$736K +$736K +17,530 New
11 12
13
14 15