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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 %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$70.1M +$3.29M +84,381 +5%
AI
27
Accredited Investors
Minnesota
$69.8M +$1.54M +39,418 +2%
TC
28
TownSquare Capital
Utah
$68.3M +$3.96M +101,589 +6%
AWM
29
AE Wealth Management
Kansas
$61.9M +$9.17M +235,084 +17%
TAIM
30
TD Ameritrade Investment Management
Nebraska
$61.6M -$5.71M -189,190 -8%
KW
31
KWB Wealth
California
$60.3M +$2.31M +59,314 +4%
Wells Fargo
32
Wells Fargo
California
$59M +$15.5M +396,627 +36%
NA
33
Nottingham Advisors
New York
$55.6M +$9.71M +245,619 +21%
BlackRock
34
BlackRock
New York
$52.9M +$2.57M +65,926 +5%
NEWAS
35
N.E.W. Advisory Services
Wisconsin
$51.4M +$2.54M +65,014 +5%
CWM
36
Connecticut Wealth Management
Connecticut
$50.7M +$3.94M +101,151 +8%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$50M -$1.82M -46,709 -4%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$48.1M +$3.53M +90,531 +8%
HighTower Advisors
39
HighTower Advisors
Illinois
$43.4M +$3.35M +85,780 +8%
ONB
40
Old National Bancorp
Indiana
$42.3M -$381K -9,763 -0.9%
MFG
41
Magnus Financial Group
New York
$40.1M +$2.91M +74,629 +8%
TVAMP
42
Tennessee Valley Asset Management Partners
Tennessee
$38.8M +$9.64M +247,177 +33%
WFS
43
Weitzel Financial Services
Iowa
$36.9M -$1.96B -36,530,848 -98%
AIA
44
Alera Investment Advisors
Illinois
$36.3M +$1.33M +34,065 +4%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$36.3M +$5.59M +143,309 +18%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$35.6M +$6.94M +168,545 +24%
CFG
47
Compton Financial Group
Maryland
$35.5M +$465K +11,920 +1%
RWM
48
Reston Wealth Management
Virginia
$35.4M -$272K -6,984 -0.8%
MWPCG
49
Measured Wealth Private Client Group
New Hampshire
$35.2M -$9.58M -245,748 -21%
FFS
50
Founders Financial Securities
Maryland
$35M +$93.4K +2,395 +0.3%
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