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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 %
WAM
326
Wallington Asset Management
Indiana
$301K +$301K +7,950 New
EWA
327
Exencial Wealth Advisors
Oklahoma
$294K +$1.52K +40 +0.5%
GEA
328
Glen Eagle Advisors
New Jersey
$283K -$1.78K -47 -0.6%
GIA
329
Gladstone Institutional Advisory
Florida
$283K +$283K +7,463 New
CAG
330
Csenge Advisory Group
Florida
$276K +$276K +7,155 New
MCM
331
MAI Capital Management
Ohio
$270K – – –
SHJ
332
Sharkey, Howes & Javer
Colorado
$268K -$26K -688 -9%
EI
333
Ellevest Inc
New York
$268K +$9.65K +255 +4%
CWM
334
Cahaba Wealth Management
Georgia
$265K +$1.7K +45 +0.6%
CAN
335
Cetera Advisor Networks
California
$259K +$259K +6,830 New
SAM
336
SignalPoint Asset Management
Missouri
$257K -$20.6K -544 -7%
BCA
337
Biltmore Capital Advisors
New Jersey
$253K +$253K +6,686 New
FTS
338
Fifth Third Securities
Ohio
$251K +$251K +6,602 New
TIM
339
Thompson Investment Management
Wisconsin
$250K +$250K +6,587 New
GC
340
Grimes & Company
Massachusetts
$247K +$4.58K +121 +2%
HVIA
341
Hudson Valley Investment Advisors
New York
$247K +$19.6K +517 +9%
FFN
342
Focus Financial Network
Minnesota
$246K +$246K +6,498 New
SDAM
343
Shulman DeMeo Asset Management
New York
$242K -$417 -11 -0.2%
IP
344
Investment Partners
Ohio
$242K +$242K +6,392 New
PAG
345
Pinnacle Advisory Group
Maryland
$241K +$241K +6,366 New
BA
346
Bridge Advisory
California
$236K -$1.11M -29,365 -82%
BI
347
Berkeley Inc
Idaho
$231K – – –
JFGIW
348
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$230K +$230K +6,089 New
DCM
349
Donaldson Capital Management
Indiana
$227K +$227K +6,000 New
AAS
350
Avantax Advisory Services
Texas
$226K +$226K +5,974 New
12 13
14
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