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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 %
KM
326
Kalos Management
Georgia
$456K -$121K -2,925 -21%
CPA
327
Clear Perspective Advisors
Illinois
$453K +$32K +820 +8%
GWAG
328
Garrett Wealth Advisory Group
Texas
$438K +$438K +11,241 New
GLA
329
Good Life Advisors
Pennsylvania
$436K +$153K +3,920 +54%
APWA
330
Atlas Private Wealth Advisors
New Jersey
$431K +$31K +796 +8%
OPS
331
Orion Portfolio Solutions
Nebraska
$429K +$3.59K +92 +0.8%
PFM
332
Phillips Financial Management
Indiana
$428K -$27.6K -706 -6%
BBPWM
333
Blue Bell Private Wealth Management
Pennsylvania
$426K +$31.2K +800 +8%
FWI
334
Facet Wealth Inc
Maryland
$424K -$1.17K -30 -0.3%
SEI Investments
335
SEI Investments
Pennsylvania
$419K +$65.9K +1,687 +19%
EI
336
Ellevest Inc
New York
$410K +$39 +1 +0%
BI
337
Ballast Inc
Kentucky
$409K +$26.6K +683 +7%
MSAM
338
Moloney Securities Asset Management
Missouri
$405K -$117 -3 -0%
AWA
339
Alta Wealth Advisors
Massachusetts
$395K +$159K +4,070 +67%
LAS
340
Lloyd Advisory Services
Georgia
$389K +$41.9K +1,074 +12%
FWM
341
Focused Wealth Management
New York
$377K -$20.5K -526 -5%
W
342
WealthOne
New York
$374K +$374K +9,579 New
BBNA
343
Bremer Bank National Association
Minnesota
$373K +$27.3K +702 +8%
APA
344
American Portfolios Advisors
New York
$373K +$34.8K +892 +10%
AO
345
Advisor OS
Illinois
$366K -$42.1K -1,079 -10%
CA
346
Clearstead Advisors
Ohio
$358K +$321K +8,221 +867%
WP
347
WealthSource Partners
California
$355K +$355K +9,110 New
MA
348
Mutual Advisors
Nebraska
$349K +$142K +3,641 +69%
CIC
349
Carnegie Investment Counsel
Ohio
$347K – – –
HVIA
350
Hudson Valley Investment Advisors
New York
$345K +$63.6K +1,631 +23%
12 13
14
15 16