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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 %
CL
351
COWA LLC
Oklahoma
$558K +$18.9K +450 +4%
CPA
352
Clear Perspective Advisors
Illinois
$558K +$69.4K +1,650 +14%
FPCP
353
Fort Point Capital Partners
California
$548K +$14.8K +353 +3%
MOS
354
MGO One Seven
Ohio
$547K – – –
JCM
355
Jacobi Capital Management
Pennsylvania
$542K +$215K +5,127 +66%
LWM
356
Laidlaw Wealth Management
New York
$538K +$32.6K +776 +6%
CG
357
Colony Group
Massachusetts
$523K +$30.6K +728 +6%
BC
358
Brio Consultants
California
$513K +$1.43K +34 +0.3%
FFG
359
Frisch Financial Group
New York
$510K +$2.75K +66 +0.5%
FMN
360
Financial Management Network
California
$507K -$62.8K -1,475 -11%
HCWM
361
Harrison & Co Wealth Management
Virginia
$507K +$507K +12,063 New
OPS
362
Orion Portfolio Solutions
Nebraska
$501K +$39.2K +933 +8%
JWCA
363
J.W. Cole Advisors
Florida
$483K +$483K +11,500 New
WAM
364
Wallington Asset Management
Indiana
$478K -$139K -3,310 -23%
KM
365
Kalos Management
Georgia
$469K +$13.6K +329 +3%
KIA
366
Kraematon Investment Advisors
Massachusetts
$469K +$469K +11,160 New
W
367
WorthPointe
California
$468K +$468K +11,834 New
AF
368
Arrow Financial
New York
$465K -$192K -4,563 -29%
FWI
369
Facet Wealth Inc
Maryland
$464K +$7.6K +181 +2%
BAM
370
Belpointe Asset Management
Nevada
$455K +$455K +10,845 New
Lido Advisors
371
Lido Advisors
California
$450K +$164K +3,918 +58%
RWM
372
Rockwood Wealth Management
Pennsylvania
$450K +$450K +10,712 New
ACM
373
Advance Capital Management
Michigan
$448K +$448K +10,676 New
SEI Investments
374
SEI Investments
Pennsylvania
$446K -$4.41K -105 -1%
EI
375
Ellevest Inc
New York
$442K +$84 +2 +0%
13 14
15
16 17