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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

472 hedge funds and large institutions have $10.4B invested in SPDR Portfolio S&P 500 Value ETF in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 227 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+40
Holders Change %
+9.26%
% of All Funds
8.24%
Holding in Top 10
73
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.35%
% of All Funds
1.27%
New
78
Increased
227
Reduced
122
Closed
34
Calls
$6.97M
Puts
$859K
Net Calls
+$6.11M
Net Calls Change
+$1.09M

Top Buyers

1
WFS
Weitzel Financial Services
Iowa
+$680M
2
Bank of America
Bank of America
North Carolina
+$601M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$169M
4
HI
Horizon Investments
North Carolina
+$77.4M
5
RC
RegentAtlantic Capital
New Jersey
+$72.9M

Top Sellers

1
DCM
Dupont Capital Management
Delaware
-$132M
2
Franklin Resources
Franklin Resources
California
-$121M
3
Osaic Holdings
Osaic Holdings
Arizona
-$66.1M
4
GWM
Geneos Wealth Management
Colorado
-$52.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$51.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$319K – – –
CGFA
352
Colton Groome Financial Advisors
North Carolina
$314K -$2.41K -61 -0.8%
EWA
353
Exencial Wealth Advisors
Oklahoma
$307K +$1.15K +29 +0.4%
IP
354
Investment Partners
Ohio
$302K +$49.6K +1,255 +20%
CCWA
355
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$299K -$228K -5,763 -43%
PWMG
356
Pinnacle Wealth Management Group
Michigan
$296K +$296K +7,490 New
GIA
357
Gladstone Institutional Advisory
Florida
$295K – – –
FIA
358
Foundations Investment Advisors
Arizona
$290K +$290K +7,282 New
CG
359
Colony Group
Massachusetts
$288K +$58.8K +1,489 +26%
GLA
360
Good Life Advisors
Pennsylvania
$287K -$180K -4,567 -39%
HVIA
361
Hudson Valley Investment Advisors
New York
$285K +$27.9K +707 +11%
MCM
362
MAI Capital Management
Ohio
$282K – – –
CWM
363
Cahaba Wealth Management
Georgia
$281K +$1.44K +36 +0.5%
SHJ
364
Sharkey, Howes & Javer
Colorado
$280K – – –
ST
365
Somerset Trust
Pennsylvania
$279K +$279K +7,047 New
JFS
366
JD Financial Services
Pennsylvania
$277K -$721K -18,221 -72%
GI
367
Glovista Investments
New Jersey
$272K +$41.1K +1,040 +18%
Lido Advisors
368
Lido Advisors
California
$269K +$269K +6,808 New
SAM
369
SignalPoint Asset Management
Missouri
$268K – – –
TCMP
370
Thrive Capital Management (Pennsylvania)
Pennsylvania
$267K -$137K -3,462 -34%
CAGAS
371
Capital Advisory Group Advisory Services
Minnesota
$261K +$72.6K +1,835 +39%
GC
372
Grimes & Company
Massachusetts
$260K +$2.25K +57 +0.9%
SDAM
373
Shulman DeMeo Asset Management
New York
$254K +$990 +25 +0.4%
T
374
TRUADVICE
Florida
$251K +$251K +6,305 New
SB
375
Strategic Blueprint
Georgia
$251K +$251K +6,344 New
13 14
15
16 17