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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 %
Qube Research & Technologies (QRT)
351
Qube Research & Technologies (QRT)
United Kingdom
$344K +$157K +4,026 +84%
GEA
352
Glen Eagle Advisors
New Jersey
$336K -$6.12K -157 -2%
SIA
353
Soltis Investment Advisors
Utah
$332K +$13K +333 +4%
GI
354
Gradient Investments
Minnesota
$328K -$80.2M -2,056,411 -100%
KFS
355
Kaizen Financial Strategies
California
$328K +$328K +8,405 New
WSTAM
356
Wilbanks Smith & Thomas Asset Management
Virginia
$322K +$322K +8,247 New
IP
357
Investment Partners
Ohio
$314K +$15.6K +400 +5%
CCWA
358
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$313K +$18K +463 +6%
CGFA
359
Colton Groome Financial Advisors
North Carolina
$304K -$5.42K -139 -2%
JCM
360
Jacobi Capital Management
Pennsylvania
$304K +$165K +4,225 +119%
Bank of Montreal
361
Bank of Montreal
Ontario, Canada
$299K -$155K -3,885 -34%
GIA
362
Gladstone Institutional Advisory
Florida
$291K – – –
TIM
363
Thompson Investment Management
Wisconsin
$291K +$44.8K +1,151 +18%
FHC
364
First Heartland Consultants
Missouri
$289K +$289K +7,420 New
SB
365
Strategic Blueprint
Georgia
$286K +$38.9K +998 +16%
ARC
366
Advisor Resource Council
Texas
$282K -$12.3M -318,525 -98%
Northern Trust
367
Northern Trust
Illinois
$282K +$282K +7,232 New
SHJ
368
Sharkey, Howes & Javer
Colorado
$276K – – –
CWM
369
Cahaba Wealth Management
Georgia
$276K +$1.29K +33 +0.5%
ST
370
Somerset Trust
Pennsylvania
$275K – – –
CAGAS
371
Capital Advisory Group Advisory Services
Minnesota
$272K +$14.6K +375 +6%
AFP
372
Ausdal Financial Partners
Iowa
$271K +$271K +6,958 New
Lido Advisors
373
Lido Advisors
California
$265K – – –
TCMP
374
Thrive Capital Management (Pennsylvania)
Pennsylvania
$263K +$311 +8 +0.1%
GC
375
Grimes & Company
Massachusetts
$257K +$818 +21 +0.3%
13 14
15
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