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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 %
LWM
376
Laidlaw Wealth Management
New York
$251K +$251K +6,345 New
TIM
377
Thompson Investment Management
Wisconsin
$250K -$10.5K -265 -4%
GAM
378
Grandview Asset Management
Pennsylvania
$249K +$117K +2,973 +89%
BA
379
Bridge Advisory
California
$247K +$317 +8 +0.1%
WPC
380
White Pine Capital
Minnesota
$246K +$246K +6,178 New
BI
381
Berkeley Inc
Idaho
$241K – – –
TFA
382
Teamwork Financial Advisors
Texas
$241K +$241K +6,090 New
AWA
383
Alta Wealth Advisors
Massachusetts
$240K +$240K +6,061 New
CA
384
Cambridge Advisors
Nebraska
$240K +$240K +6,080 New
PG
385
Prostatis Group
Maryland
$237K +$24.5K +619 +11%
RIA
386
Regal Investment Advisors
Michigan
$236K +$236K +5,970 New
FNBT
387
FineMark National Bank & Trust
Florida
$234K -$116K -2,929 -33%
MMA
388
Miracle Mile Advisors
California
$233K – – –
VBFP
389
Valtinson Bruner Financial Planning
Minnesota
$231K +$518 +13 +0.2%
SG
390
StoneX Group
New York
$230K +$1.3K +33 +0.6%
Citigroup
391
Citigroup
New York
$228K +$68.3K +1,729 +43%
ICG
392
InterOcean Capital Group
Tennessee
$224K +$224K +5,653 New
MCWS
393
McKinley Carter Wealth Services
West Virginia
$222K -$7.39K -187 -3%
GCP
394
Gill Capital Partners
Colorado
$222K – – –
JFGIW
395
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$217K -$23.7K -600 -10%
NRI
396
NFP Retirement Inc
California
$214K +$214K +5,424 New
MA
397
Mutual Advisors
Nebraska
$209K +$209K +5,297 New
US Bancorp
398
US Bancorp
Minnesota
$208K -$124K -3,124 -37%
KA
399
Kovack Advisors
Florida
$205K +$205K +5,186 New
KCM
400
Karp Capital Management
California
$204K +$204K +5,151 New
14 15
16
17 18