SPYV icon

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 %
BA
401
Ballast Advisors
Minnesota
$194K +$7.01K +180 +4%
US Bancorp
402
US Bancorp
Minnesota
$189K -$15.8K -405 -8%
CFD
403
Creative Financial Designs
Indiana
$188K -$11.1K -286 -6%
OSNBOA
404
Old Second National Bank of Aurora
Illinois
$180K +$4.69K +120 +3%
LWANC
405
Laurel Wealth Advisors (North Carolina)
North Carolina
$173K +$27.3K +700 +19%
VNA
406
Valley National Advisers
Pennsylvania
$170K – – –
CWP
407
Concord Wealth Partners
Virginia
$155K -$29K -746 -16%
AWM
408
Accel Wealth Management
Iowa
$134K -$17.6K -450 -12%
PP
409
PrairieView Partners
Minnesota
$132K -$3K -77 -2%
OIA
410
Optimum Investment Advisors
Illinois
$125K -$305K -7,800 -71%
PNC Financial Services Group
411
PNC Financial Services Group
Pennsylvania
$124K – – –
ST
412
Smithfield Trust
Pennsylvania
$109K – – –
ODG
413
O'Dell Group
Ohio
$106K +$106K +2,713 New
NFG
414
Next Financial Group
Texas
$97K -$9.48K -244 -9%
Vontobel Holding
415
Vontobel Holding
Switzerland
$97K – – –
TFGT
416
TS Financial Group (TSFG)
Illinois
$94K +$156 +4 +0.2%
Toronto Dominion Bank
417
Toronto Dominion Bank
Ontario, Canada
$91K +$91K +2,340 New
RCA
418
Ranch Capital Advisors
Florida
$88K – – –
ACA
419
Atlas Capital Advisors
Wyoming
$82.1K -$35.7K -916 -30%
EW
420
Element Wealth
Mississippi
$80K – – –
LWM
421
Liberty Wealth Management
California
$73K +$350 +9 +0.5%
TIM
422
Tortoise Investment Management
New York
$72K – – –
NL
423
NVWM LLC
Pennsylvania
$72K +$72K +1,841 New
WWM
424
Wagner Wealth Management
South Carolina
$61K +$284 +7 +0.5%
TCWM
425
Total Clarity Wealth Management
Illinois
$59K +$59K +1,525 New
15 16
17
18 19