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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 %
WP
401
WealthSource Partners
California
$352K -$30.7K -730 -8%
DCM
402
Donaldson Capital Management
Indiana
$349K +$349K +8,300 New
BI
403
Ballast Inc
Kentucky
$335K -$105K -2,510 -24%
CL
404
Choreo LLC
Illinois
$330K +$330K +7,860 New
EWA
405
Exencial Wealth Advisors
Oklahoma
$329K +$329K +7,837 New
EFG
406
Erickson Financial Group
Pennsylvania
$328K +$328K +7,815 New
CGFA
407
Colton Groome Financial Advisors
North Carolina
$326K -$1.81K -43 -0.6%
TIM
408
Thompson Investment Management
Wisconsin
$321K +$6.89K +164 +2%
IP
409
Investment Partners
Ohio
$318K -$20.2K -480 -6%
TCMP
410
Thrive Capital Management (Pennsylvania)
Pennsylvania
$318K +$33.9K +806 +12%
TCM
411
Tradewinds Capital Management
Washington
$318K +$42.7K +1,015 +15%
GIA
412
Gladstone Institutional Advisory
Florida
$313K – – –
CWM
413
Cahaba Wealth Management
Georgia
$299K +$1.89K +45 +0.6%
IFPL
414
Investments & Financial Planning LLC
Kentucky
$298K +$298K +7,156 New
SHJ
415
Sharkey, Howes & Javer
Colorado
$297K – – –
ST
416
Somerset Trust
Pennsylvania
$296K – – –
BSW
417
Buckingham Strategic Wealth
Missouri
$296K +$69K +1,644 +30%
GAM
418
Grandview Asset Management
Pennsylvania
$294K +$23.1K +551 +9%
CAGAS
419
Capital Advisory Group Advisory Services
Minnesota
$293K – – –
IA
420
IndexIQ Advisors
New York
$293K +$293K +6,991 New
GI
421
Gradient Investments
Minnesota
$292K -$60.9K -1,451 -17%
AR
422
Apeiron RIA
Texas
$288K +$288K +6,851 New
Northern Trust
423
Northern Trust
Illinois
$284K -$19.3K -460 -6%
GC
424
Grimes & Company
Massachusetts
$277K – – –
SDAM
425
Shulman DeMeo Asset Management
New York
$272K +$272K +6,466 New
15 16
17
18 19