SPYV icon

SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

554 hedge funds and large institutions have $10.3B invested in SPDR Portfolio S&P 500 Value ETF in 2021 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 261 increasing their positions, 115 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
+76
Holders Change %
+15.9%
% of All Funds
8.56%
Holding in Top 10
83
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+20.29%
% of All Funds
1.28%
New
118
Increased
261
Reduced
115
Closed
35
Calls
$3.32M
Puts
$802K
Net Calls
+$2.52M
Net Calls Change
-$2.45M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.49B
2
Morgan Stanley
2
Morgan Stanley
New York
$314M
3
EWA
3
ERTS Wealth Advisors
Michigan
$61.2M
4
LPL Financial
4
LPL Financial
California
$435M
5
WCAMG
5
Woodard & Company Asset Management Group
North Carolina
$30.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$216M
2
SW
2
SVB Wealth
Massachusetts
$735K
3
AssetMark Inc
3
AssetMark Inc
California
$156K
4
BCI
4
Brinker Capital Investments
Pennsylvania
$2.38M
5
Wells Fargo
5
Wells Fargo
California
$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
26
Accredited Investors
Minnesota
$76.5M +$1.35M +32,152 +2%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$76.2M +$652K +15,513 +0.9%
AWM
28
AE Wealth Management
Kansas
$73.6M +$6.88M +163,833 +10%
EWA
29
ERTS Wealth Advisors
Michigan
$61.2M +$60.8M +1,446,694 +14,093%
BlackRock
30
BlackRock
New York
$58.9M +$1.93M +45,879 +3%
CWM
31
Connecticut Wealth Management
Connecticut
$58.3M +$3.7M +88,203 +7%
KW
32
KWB Wealth
California
$57.1M -$7.81M -185,879 -12%
NEWAS
33
N.E.W. Advisory Services
Wisconsin
$55.8M +$515K +12,273 +0.9%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$53.1M +$1.34M +31,792 +3%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$52.9M -$938K -22,337 -2%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$50.6M +$16.4M +391,069 +48%
HighTower Advisors
37
HighTower Advisors
Illinois
$49.8M +$3.09M +73,607 +7%
NA
38
Nottingham Advisors
New York
$49.5M -$9.74M -231,384 -16%
ONB
39
Old National Bancorp
Indiana
$46.3M +$804K +19,136 +2%
TVAMP
40
Tennessee Valley Asset Management Partners
Tennessee
$45.7M +$3.92M +93,335 +9%
MFG
41
Magnus Financial Group
New York
$44.8M +$1.63M +38,781 +4%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$44.1M +$5.06M +120,516 +13%
Wells Fargo
43
Wells Fargo
California
$42.3M -$21.2M -505,932 -33%
NB
44
Nicolet Bankshares
Wisconsin
$41.9M +$4.74M +112,875 +13%
CA
45
CoreCap Advisors
Michigan
$41.3M +$41.3M +983,283 New
WFS
46
Weitzel Financial Services
Iowa
$40.6M +$453K +7,756 +1%
Ameriprise
47
Ameriprise
Minnesota
$40.4M +$11.3M +270,753 +39%
AIA
48
Alera Investment Advisors
Illinois
$39.8M +$681K +16,202 +2%
FFS
49
Founders Financial Securities
Maryland
$38.8M +$1.11M +26,502 +3%
RWM
50
Reston Wealth Management
Virginia
$38.1M +$11.2K +266 +0%
1
2
3 4 5