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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
1
Financial Engines Advisors
California
$2.16B
2
WJA
2
Willis Johnson & Associates
Texas
$92.3M
3
BCM
3
Brookstone Capital Management
Illinois
$111M
4
AssetMark Inc
4
AssetMark Inc
California
$85.4M
5
LPL Financial
5
LPL Financial
California
$374M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$36.9M
2
AIA
2
Angeles Investment Advisors
California
$34M
3
DCM
3
Dupont Capital Management
Delaware
$4.45M
4
Bank of America
4
Bank of America
North Carolina
$715M
5
GI
5
Gradient Investments
Minnesota
$328K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
451
Tradition Wealth Management
Minnesota
$12K – – –
CAL
452
Capital Advisors Ltd
Ohio
$11K – – –
PFBT
453
Parkside Financial Bank & Trust
Missouri
$10K +$10K +266 New
CTC
454
Central Trust Company
Missouri
$9K +$9K +225 New
AL
455
ADE LLC
Maryland
$9K +$9K +227 New
OSAM
456
O'Shaughnessy Asset Management
Connecticut
$9K +$9K +227 New
ACA
457
Aptus Capital Advisors
Alabama
$8K – – –
FWP
458
FAS Wealth Partners
Kansas
$8K – – –
TFS
459
TrustCore Financial Services
Tennessee
$8K +$38 +1 +0.5%
CTB
460
Country Trust Bank
Illinois
$7K – – –
BFC
461
Bedel Financial Consulting
Indiana
$7K +$40 +1 +0.6%
William Blair & Company
462
William Blair & Company
Illinois
$4K -$2.63K -73 -40%
CAL
463
Capital Analysts LLC
Pennsylvania
$3K -$3.52K -102 -54%
RG
464
Retirement Group
California
$3K – – –
HWM
465
Holloway Wealth Management
Florida
$3K -$2K – –
SIS
466
Sound Income Strategies
Florida
$3K – – –
WWM
467
Wolff Wiese Magana
California
$3K +$3K +67 New
FP
468
Financial Perspectives
Minnesota
$2.09K +$39 +1 +2%
CAAS
469
Capital Asset Advisory Services
Michigan
$2K -$1.18K -26 -37%
RIM
470
Rockbridge Investment Management
New York
$2K – – –
HFS
471
Hantz Financial Services
Michigan
$2K – – –
GWSG
472
GPS Wealth Strategies Group
Colorado
$2K +$2K +53 New
CB
473
CNB Bank
Pennsylvania
$1K – – –
FCM
474
Firestone Capital Management
Florida
$1K – – –
BWM
475
Baystate Wealth Management
Massachusetts
$1K +$1K +29 New
17 18
19
20 21