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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 %
LAS
376
Lloyd Advisory Services
Georgia
$439K +$20.4K +487 +5%
MSAM
377
Moloney Securities Asset Management
Missouri
$437K +$1.18K +28 +0.3%
APA
378
American Portfolios Advisors
New York
$437K +$34.9K +832 +9%
HSG
379
Helen Stephens Group
Texas
$436K +$436K +10,389 New
WSTAM
380
Wilbanks Smith & Thomas Asset Management
Virginia
$424K +$77.3K +1,838 +22%
FPOC
381
Financial Planners of Cleveland
Ohio
$419K +$419K +10,643 New
SB
382
Strategic Blueprint
Georgia
$418K +$110K +2,620 +36%
FWM
383
Focused Wealth Management
New York
$407K +$1.09K +26 +0.3%
BBNA
384
Bremer Bank National Association
Minnesota
$402K – – –
QPWM
385
Quadrant Private Wealth Management
Pennsylvania
$401K +$155K +3,699 +63%
AO
386
Advisor OS
Illinois
$400K +$5.47K +130 +1%
AWM
387
Axxcess Wealth Management
California
$400K +$400K +9,520 New
IA
388
Inspire Advisors
Idaho
$396K +$396K +9,436 New
BBPWM
389
Blue Bell Private Wealth Management
Pennsylvania
$389K -$69.3K -1,650 -15%
GEA
390
Glen Eagle Advisors
New Jersey
$383K +$20.9K +497 +6%
AFP
391
Ausdal Financial Partners
Iowa
$380K +$87.8K +2,091 +30%
MCM
392
MAI Capital Management
Ohio
$376K -$134K -3,184 -26%
MA
393
Mutual Advisors
Nebraska
$376K +$252 +6 +0.1%
CIC
394
Carnegie Investment Counsel
Ohio
$373K – – –
FAM
395
Formidable Asset Management
Ohio
$373K +$373K +8,890 New
CS
396
Credit Suisse
Switzerland
$370K +$370K +8,812 New
SIA
397
Soltis Investment Advisors
Utah
$369K +$11.1K +264 +3%
HVIA
398
Hudson Valley Investment Advisors
New York
$367K -$4.24K -101 -1%
VCM
399
Vivaldi Capital Management
Illinois
$362K +$362K +8,621 New
MFG
400
Merit Financial Group
Georgia
$353K +$353K +8,406 New
14 15
16
17 18