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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 %
TCM
376
Tradewinds Capital Management
Washington
$255K -$25M -642,622 -99%
Fisher Asset Management
377
Fisher Asset Management
Washington
$254K -$143K -3,655 -36%
GAM
378
Grandview Asset Management
Pennsylvania
$252K +$6.09K +156 +2%
JFS
379
JD Financial Services
Pennsylvania
$244K -$29.3K -752 -11%
BA
380
Bridge Advisory
California
$244K +$313 +8 +0.1%
WPC
381
White Pine Capital
Minnesota
$241K – – –
BI
382
Berkeley Inc
Idaho
$238K – – –
VBFP
383
Valtinson Bruner Financial Planning
Minnesota
$238K +$533 +13 +0.2%
CA
384
Cambridge Advisors
Nebraska
$237K – – –
PWMG
385
Pinnacle Wealth Management Group
Michigan
$235K -$56.9K -1,460 -19%
SAM
386
SignalPoint Asset Management
Missouri
$235K -$29K -744 -11%
MMA
387
Miracle Mile Advisors
California
$230K – – –
FI
388
Financial Insights
Washington
$229K – – –
QPWM
389
Quadrant Private Wealth Management
Pennsylvania
$228K +$228K +5,843 New
PG
390
Prostatis Group
Maryland
$228K -$6.08K -156 -3%
FNBT
391
FineMark National Bank & Trust
Florida
$221K -$9.87K -253 -4%
JFGIW
392
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$220K +$5.4K +138 +3%
OPA
393
Old Port Advisors
Maine
$220K +$220K +5,546 New
GCP
394
Gill Capital Partners
Colorado
$219K – – –
JAG
395
Journey Advisory Group
Kentucky
$217K -$168K -4,302 -44%
BSW
396
Buckingham Strategic Wealth
Missouri
$211K +$211K +5,410 New
SI
397
Stephens Inc
Arkansas
$203K +$203K +5,203 New
RIA
398
Regal Investment Advisors
Michigan
$202K -$30.3K -778 -13%
DAS
399
Dynamic Advisor Solutions
Arizona
$202K +$202K +5,180 New
FFW
400
Fusion Family Wealth
New York
$200K – – –
14 15
16
17 18