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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 %
LAS
351
Lloyd Advisory Services
Georgia
$225K +$34.9K +921 +18%
VBFP
352
Valtinson Bruner Financial Planning
Minnesota
$225K +$225K +5,780 New
MMA
353
Miracle Mile Advisors
California
$223K – – –
GI
354
Glovista Investments
New Jersey
$221K +$221K +5,840 New
MCWS
355
McKinley Carter Wealth Services
West Virginia
$220K -$23.2K -611 -10%
CG
356
Colony Group
Massachusetts
$220K +$220K +5,799 New
VCM
357
Virtue Capital Management
Tennessee
$220K +$220K +5,802 New
SG
358
StoneX Group
New York
$219K +$219K +5,791 New
AP
359
Advisor Partners
California
$216K -$6.19K -163 -3%
FI
360
Financial Insights
Washington
$215K +$215K +5,684 New
GCP
361
Gill Capital Partners
Colorado
$213K +$213K +5,622 New
CAM
362
Concorde Asset Management
Michigan
$207K +$207K +5,458 New
PG
363
Prostatis Group
Maryland
$204K +$204K +5,383 New
CFD
364
Creative Financial Designs
Indiana
$199K – – –
BA
365
Ballast Advisors
Minnesota
$181K +$9.85K +260 +6%
CAGAS
366
Capital Advisory Group Advisory Services
Minnesota
$181K +$162K +4,275 +871%
OSNBOA
367
Old Second National Bank of Aurora
Illinois
$177K +$11.2K +294 +7%
VNA
368
Valley National Advisers
Pennsylvania
$165K – – –
Citigroup
369
Citigroup
New York
$153K -$18.4K -487 -11%
PSIWM
370
Paradigm Strategies in Wealth Management
Minnesota
$152K +$152K +4,000 New
AWM
371
Accel Wealth Management
Iowa
$147K +$228 +6 +0.2%
ADIM
372
Alpha DNA Investment Management
Maryland
$140K – – –
LWANC
373
Laurel Wealth Advisors (North Carolina)
North Carolina
$138K +$33.2K +875 +32%
JCM
374
Jacobi Capital Management
Pennsylvania
$136K +$129K +3,415 +1,846%
PP
375
PrairieView Partners
Minnesota
$132K -$1.59K -42 -1%
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15
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