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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 %
PWMG
426
Prestige Wealth Management Group
New Jersey
$58K +$47.1K +1,200 +433%
VRM
427
Vectors Research Management
New York
$56K +$15.6K +400 +39%
HNB
428
Huntington National Bank
Ohio
$51K -$52K – –
HWMA
429
Heritage Wealth Management (Arizona)
Arizona
$47K -$19.3K -500 -29%
PB
430
Pinnacle Bancorp
Nebraska
$47K – – –
BW
431
Bison Wealth
Georgia
$47K +$16.9K +434 +56%
CDIA
432
Capital Directions Investment Advisors
Georgia
$43K +$315 +8 +0.7%
HF
433
Halpern Financial
Virginia
$41.6K +$41.6K +1,067 New
FHA
434
First Horizon Advisors
Tennessee
$40K -$7.57K -195 -16%
CG
435
Cutler Group
California
$37K -$351K -9,000 -90%
PMFA
436
Plante Moran Financial Advisors
Michigan
$36K – – –
AWA
437
Arkadios Wealth Advisors
Georgia
$35K – – –
SAM
438
Strategic Asset Management
Minnesota
$32K +$32K +804 New
CIAS
439
Capital Investment Advisory Services
North Carolina
$31K -$4.3K -110 -12%
HFM
440
Hartford Financial Management
Connecticut
$31K – – –
FDCDDQ
441
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.8K +$28.8K +739 New
BCWM
442
Bartlett & Co Wealth Management
Ohio
$27.3K +$27.3K +700 New
CHC
443
City Holding Co
West Virginia
$27K – – –
BC
444
Bartlett & Co
Ohio
$27K +$27K +700 New
Citigroup
445
Citigroup
New York
$21K -$203K -5,233 -91%
LF
446
Lee Financial
Texas
$21K +$39 +1 +0.2%
GT
447
Glenmede Trust
Pennsylvania
$17K – – –
AWM
448
Atticus Wealth Management
Florida
$16K – – –
JWA
449
JFS Wealth Advisors
Pennsylvania
$16K +$16K +422 New
Barclays
450
Barclays
United Kingdom
$12K -$125K -3,099 -91%
16 17
18
19 20