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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
+$256M
2
HC
Hamilton Capital
Ohio
+$158M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$148M
4
Franklin Resources
Franklin Resources
California
+$134M
5
SW
SVB Wealth
Massachusetts
+$133M

Top Sellers

1
DCM
Dupont Capital Management
Delaware
-$125M
2
SS
Simplicity Solutions
Minnesota
-$33.2M
3
CWM
Connecticut Wealth Management
Connecticut
-$22.6M
4
Stifel Financial
Stifel Financial
Missouri
-$21.3M
5
AO
Advisor OS
Illinois
-$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
M
401
MOTCO
Texas
$29K – – –
BW
402
Bison Wealth
Georgia
$29K – – –
TRCT
403
Tower Research Capital (TRC)
New York
$27K -$42K -1,089 -61%
CHC
404
City Holding Co
West Virginia
$27K – – –
JAWM
405
J. Arnold Wealth Management
Ohio
$26K +$152 +4 +0.6%
ACA
406
Atlas Capital Advisors
Wyoming
$23.5K – – –
VFA
407
Valeo Financial Advisors
Indiana
$20K -$31.5K -848 -61%
ATC
408
Adirondack Trust Company
New York
$19K – – –
RWB
409
RMR Wealth Builders
New Jersey
$18K +$18K +478 New
ACA
410
Aptus Capital Advisors
Alabama
$17K – – –
SCA
411
Stonebridge Capital Advisors
Minnesota
$16K +$16K +428 New
GT
412
Glenmede Trust
Pennsylvania
$16K +$16K +437 New
AWM
413
Atticus Wealth Management
Florida
$15K – – –
TWM
414
Tradition Wealth Management
Minnesota
$12K – – –
CAL
415
Capital Advisors Ltd
Ohio
$10K – – –
DA
416
DCM Advisors
New York
$10K – – –
CAL
417
Capital Analysts LLC
Pennsylvania
$8K -$528K -13,140 -99%
TFS
418
TrustCore Financial Services
Tennessee
$8K +$8K +206 New
BFC
419
Bedel Financial Consulting
Indiana
$7K +$80 +2 +1%
1WM
420
1900 Wealth Management
Texas
$5.27K -$69 -1,808 -1%
LWM
421
Liberty Wealth Management
California
$5K – – –
HFA
422
Hoover Financial Advisors
Pennsylvania
$5K +$5K +115 New
WWM
423
Wolff Wiese Magana
California
$4K +$4K +93 New
Barclays
424
Barclays
United Kingdom
$4K +$4K +100 New
FGAM
425
Financial Gravity Asset Management
Texas
$3.07K +$610 +10,818 +25%
15 16
17
18 19