SPYV icon

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 %
SW
326
SVB Wealth
Massachusetts
$735K -$169M -4,016,263 -100%
ATPW
327
Ashton Thomas Private Wealth
Arizona
$705K +$87.9K +2,093 +14%
WA
328
Wambolt & Associates
Colorado
$691K +$114K +2,712 +20%
MIAS
329
Mason Investment Advisory Services
Virginia
$687K – – –
MAWCM
330
Mine & Arao Wealth Creation & Management
California
$687K +$31.5K +750 +5%
LNC
331
Lincoln National Corp
Pennsylvania
$684K +$7.85K +187 +1%
DA
332
Detalus Advisors
Missouri
$682K – – –
YIH
333
Y-Intercept (HK)
Hong Kong
$669K +$669K +15,929 New
AAS
334
Ameritas Advisory Services
Nebraska
$666K +$666K +15,854 New
AA
335
Argent Advisors
Louisiana
$657K – – –
GLA
336
Good Life Advisors
Pennsylvania
$655K +$185K +4,416 +39%
DHGWA
337
Dixon Hughes Goodman Wealth Advisors
North Carolina
$640K +$640K +15,239 New
SL
338
Salomon & Ludwin
Virginia
$625K +$70.9K +1,687 +13%
CA
339
Cetera Advisors
Colorado
$618K +$73.1K +1,738 +13%
KOC
340
Koss-Olinger Consulting
Florida
$613K +$6.14K +146 +1%
PC
341
Permanens Capital
New York
$607K +$58.3K +1,386 +11%
AWA
342
Arkadios Wealth Advisors
Georgia
$604K +$566K +13,460 +1,471%
CA
343
Clearstead Advisors
Ohio
$601K +$216K +5,143 +56%
RFA
344
Reilly Financial Advisors
California
$593K -$58.8K -1,401 -9%
SMA
345
Sage Mountain Advisors
Georgia
$589K -$11.1K -265 -2%
CS
346
Capital Square
Tennessee
$575K +$2.87K +68 +0.5%
APWA
347
Atlas Private Wealth Advisors
New Jersey
$573K +$109K +2,592 +23%
MCC
348
Money Concepts Capital
Florida
$565K +$565K +13,461 New
BMD
349
Better Money Decisions
New Mexico
$562K -$15.8K -375 -3%
TSWM
350
Tyler-Stone Wealth Management
Ohio
$559K +$559K +13,300 New
12 13
14
15 16