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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

472 hedge funds and large institutions have $10.4B invested in SPDR Portfolio S&P 500 Value ETF in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 227 increasing their positions, 122 reducing their positions, and 34 closing their positions.

Holders
472
Holders Change
+40
Holders Change %
+9.26%
% of All Funds
8.24%
Holding in Top 10
73
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.35%
% of All Funds
1.27%
New
78
Increased
227
Reduced
122
Closed
34
Calls
$6.97M
Puts
$859K
Net Calls
+$6.11M
Net Calls Change
+$1.09M

Top Buyers

1
WFS
1
Weitzel Financial Services
Iowa
$686M
2
Bank of America
2
Bank of America
North Carolina
$818M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$2.05B
4
HI
4
Horizon Investments
North Carolina
$211M
5
RC
5
RegentAtlantic Capital
New Jersey
$105M

Top Sellers

1
DCM
1
Dupont Capital Management
Delaware
$136M
2
Franklin Resources
2
Franklin Resources
California
$169M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$68.2M
4
GWM
4
Geneos Wealth Management
Colorado
$5.86M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFS
26
Lutz Financial Services
Nebraska
$70.2M +$3.68M +93,084 +6%
AI
27
Accredited Investors
Minnesota
$69.2M +$1.68M +42,459 +2%
Osaic Holdings
28
Osaic Holdings
Arizona
$68.2M -$66.1M -1,669,275 -49%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$67.7M -$7.67M -194,003 -10%
TC
30
TownSquare Capital
Utah
$65.1M +$1.16M +29,323 +2%
KW
31
KWB Wealth
California
$56.4M -$296K -7,816 -0.5%
AWM
32
AE Wealth Management
Kansas
$53.5M +$5.11M +129,354 +11%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$52.5M -$872K -22,053 -2%
BlackRock
34
BlackRock
New York
$51M -$5.27M -133,239 -9%
EWA
35
ERTS Wealth Advisors
Michigan
$50.9M +$6.9M +174,505 +16%
NEWAS
36
N.E.W. Advisory Services
Wisconsin
$49.5M +$5.03M +127,163 +11%
CWM
37
Connecticut Wealth Management
Connecticut
$47.4M +$47.4M +1,198,198 New
NA
38
Nottingham Advisors
New York
$45.9M -$1.77M -44,748 -4%
MWPCG
39
Measured Wealth Private Client Group
New Hampshire
$45.5M +$1.5M +38,009 +3%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$45.2M +$3.12M +78,904 +7%
Wells Fargo
41
Wells Fargo
California
$44.1M +$1.79M +45,271 +4%
ONB
42
Old National Bancorp
Indiana
$43.3M +$1.93M +48,821 +5%
HighTower Advisors
43
HighTower Advisors
Illinois
$40.6M +$11.4M +287,624 +39%
MFG
44
Magnus Financial Group
New York
$37.7M +$1.28M +32,254 +3%
RWM
45
Reston Wealth Management
Virginia
$36.1M +$604K +15,281 +2%
CFG
46
Compton Financial Group
Maryland
$35.5M +$968K +24,475 +3%
AIA
47
Alera Investment Advisors
Illinois
$35.4M +$2.07M +52,436 +6%
FFS
48
Founders Financial Securities
Maryland
$35.4M +$2.68M +67,804 +8%
NB
49
Nicolet Bankshares
Wisconsin
$33.8M +$900K +22,762 +3%
BCM
50
Brookstone Capital Management
Illinois
$32.9M +$30.9M +778,848 +1,544%
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