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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
1
Financial Engines Advisors
California
$1.8B
2
HC
2
Hamilton Capital
Ohio
$472M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$234M
4
Franklin Resources
4
Franklin Resources
California
$278M
5
SW
5
SVB Wealth
Massachusetts
$133M

Top Sellers

1
DCM
1
Dupont Capital Management
Delaware
$257M
2
SS
2
Simplicity Solutions
Minnesota
$2.21M
3
CWM
3
Connecticut Wealth Management
Connecticut
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$101M
5
AO
5
Advisor OS
Illinois
$397K
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
26
Accredited Investors
Minnesota
$64.8M +$3.45M +91,050 +6%
LFS
27
Lutz Financial Services
Nebraska
$63.8M +$3.83M +101,133 +6%
TC
28
TownSquare Capital
Utah
$61.4M +$279K +7,373 +0.5%
GWM
29
Geneos Wealth Management
Colorado
$57.3M +$1.42M +36,007 +3%
KW
30
KWB Wealth
California
$56.7M +$1.16M +30,604 +2%
BlackRock
31
BlackRock
New York
$54M +$4.48M +118,320 +9%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$51.2M +$1.33M +35,190 +3%
AWM
33
AE Wealth Management
Kansas
$46.4M +$12.1M +318,289 +35%
NA
34
Nottingham Advisors
New York
$45.9M +$10.2M +268,110 +29%
NEWAS
35
N.E.W. Advisory Services
Wisconsin
$42.9M +$4.21M +110,380 +11%
EWA
36
ERTS Wealth Advisors
Michigan
$42.2M +$8.12M +214,215 +24%
MWPCG
37
Measured Wealth Private Client Group
New Hampshire
$42.1M +$2.03M +53,645 +5%
Wells Fargo
38
Wells Fargo
California
$40.6M +$566K +14,931 +1%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$40.3M -$7.18M -189,427 -15%
ONB
40
Old National Bancorp
Indiana
$39.6M +$6.6M +174,218 +20%
CCMG
41
Clark Capital Management Group
Pennsylvania
$36.4M +$31.9M +840,468 +703%
MFG
42
Magnus Financial Group
New York
$34.9M +$2.01M +52,943 +6%
RWM
43
Reston Wealth Management
Virginia
$34.1M +$249K +6,560 +0.7%
CFG
44
Compton Financial Group
Maryland
$33.1M +$1.32M +34,720 +4%
AIA
45
Alera Investment Advisors
Illinois
$32M +$662K +17,465 +2%
NB
46
Nicolet Bankshares
Wisconsin
$31.5M +$1.54M +40,540 +5%
FFS
47
Founders Financial Securities
Maryland
$31.4M +$1.79M +47,185 +6%
RC
48
RegentAtlantic Capital
New Jersey
$31M +$29.8M +787,229 +2,465%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$30.8M +$1.73M +45,774 +6%
IWA
50
Inspirion Wealth Advisors
Illinois
$30.7M -$602K -15,894 -2%
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