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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
$1.8B
2
HC
Hamilton Capital
Ohio
$472M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$234M
4
Franklin Resources
Franklin Resources
California
$278M
5
SW
SVB Wealth
Massachusetts
$133M

Top Sellers

1
DCM
Dupont Capital Management
Delaware
$257M
2
SS
Simplicity Solutions
Minnesota
$2.21M
3
CWM
Connecticut Wealth Management
Connecticut
$0
4
Stifel Financial
Stifel Financial
Missouri
$101M
5
AO
Advisor OS
Illinois
$397K
Name Holding Trade Value Shares
Change 		Shares
Change %
MF
426
Manchester Financial
California
$3K -$4.11K -100 -58%
RG
427
Retirement Group
California
$3K +$3K +82 New
RIM
428
Rockbridge Investment Management
New York
$2K – – –
TCOV
429
Trust Company of Vermont
Vermont
$2K +$2K +60 New
FCM
430
Firestone Capital Management
Florida
$1K – – –
AA
431
Ancora Advisors
Ohio
$1K +$783 +18 +360%
CWM
432
Connecticut Wealth Management
Connecticut
– -$22.6M -470,964 Closed
GM
433
GeoWealth Management
Illinois
– -$2.23M -64,926 Closed
IAN
434
Integrated Advisors Network
Texas
– -$1.39M -40,320 Closed
LFF
435
Level Four Financial
Texas
– -$1.34M -38,849 Closed
TSS
436
Two Sigma Securities
New York
– -$799K -23,229 Closed
CG
437
Cutler Group
California
– -$780K -22,699 Closed
PP
438
Professional Planning
California
– -$309K -8,989 Closed
CCM
439
Condor Capital Management
New Jersey
– -$243K -7,065 Closed
RIA
440
Regal Investment Advisors
Michigan
– -$237K -6,901 Closed
MA
441
Mutual Advisors
Nebraska
– -$230K -6,680 Closed
DI
442
DFPG Investments
Utah
– -$213K -6,054 Closed
HF
443
Halpern Financial
Virginia
– -$141K -4,092 Closed
AIC
444
Ayalon Insurance Company
Israel
– -$109K -3,170 Closed
SNT
445
Security National Trust
West Virginia
– -$78K -2,276 Closed
NL
446
NVWM LLC
Pennsylvania
– -$64K -1,854 Closed
FCH
447
Freestone Capital Holdings
Washington
– -$56K -1,628 Closed
BWM
448
Baystate Wealth Management
Massachusetts
– -$54K -1,578 Closed
KPCM
449
Kings Point Capital Management
New York
– -$47K -1,364 Closed
CDIA
450
Capital Directions Investment Advisors
Georgia
– -$25K -720 Closed
15 16 17
18
19