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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 %
SMA
376
Sage Mountain Advisors
Georgia
$129K – – –
GAM
377
Grandview Asset Management
Pennsylvania
$126K +$126K +3,332 New
PNC Financial Services Group
378
PNC Financial Services Group
Pennsylvania
$120K +$58.6K +1,545 +95%
ST
379
Smithfield Trust
Pennsylvania
$106K +$106K +2,790 New
PB
380
Pinnacle Bancorp
Nebraska
$104K +$265 +7 +0.3%
RCA
381
Ranch Capital Advisors
Florida
$88K – – –
TFGT
382
TS Financial Group (TSFG)
Illinois
$80K +$80K +2,107 New
FHC
383
First Horizon Corporation
Tennessee
$79K – – –
EW
384
Element Wealth
Mississippi
$77K +$77K +2,039 New
HWMA
385
Heritage Wealth Management (Arizona)
Arizona
$66K +$66K +1,741 New
PFGIA
386
Patriot Financial Group Insurance Agency
Massachusetts
$61K -$16.9K -445 -22%
WWM
387
Wagner Wealth Management
South Carolina
$57K +$344 +9 +0.6%
PWMG
388
Prestige Wealth Management Group
New Jersey
$56K – – –
CAAS
389
Capital Asset Advisory Services
Michigan
$56K +$56K +1,490 New
TCWM
390
Total Clarity Wealth Management
Illinois
$53K +$53K +1,400 New
FP
391
Financial Perspectives
Minnesota
$53K +$51.6K +1,961 +3,700%
TIM
392
Tortoise Investment Management
New York
$51K – – –
HNB
393
Huntington National Bank
Ohio
$50K -$45K – –
WP
394
WealthShield Partners
North Carolina
$49K +$49K +1,301 New
CA
395
Clearstead Advisors
Ohio
$45K – – –
FHA
396
First Horizon Advisors
Tennessee
$42K +$30K +809 +249%
SIS
397
Sound Income Strategies
Florida
$39.7K +$6.45K +170 +19%
VRM
398
Vectors Research Management
New York
$39K -$19.3K -514 -33%
PMFA
399
Plante Moran Financial Advisors
Michigan
$35K +$35K +930 New
HFM
400
Hartford Financial Management
Connecticut
$30K +$30K +789 New
14 15
16
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