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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.

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

Top Sellers

1
DCM
Dupont Capital Management
Delaware
$136M
2
Franklin Resources
Franklin Resources
California
$169M
3
Osaic Holdings
Osaic Holdings
Arizona
$68.2M
4
GWM
Geneos Wealth Management
Colorado
$5.86M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
476
HRT Financial
New York
– -$5.69M -150,246 Closed
VLC
477
Van Leeuwen & Company
New Jersey
– -$4.72M -124,484 Closed
VFA
478
Voya Financial Advisors
Connecticut
– -$4.11M -107,922 Closed
TI
479
tru Independence
Oregon
– -$4.04M -106,475 Closed
CS
480
Credit Suisse
Switzerland
– -$3.99M -105,317 Closed
SS
481
Simplicity Solutions
Minnesota
– -$2.21M -58,184 Closed
Citadel Advisors
482
Citadel Advisors
Florida
– -$838K -22,111 Closed
IB
483
Intrust Bank
Kansas
– -$679K -17,916 Closed
SWM
484
SigFig Wealth Management
California
– -$650K -17,152 Closed
DAS
485
Dynamic Advisor Solutions
Arizona
– -$586K -15,461 Closed
Simplex Trading
486
Simplex Trading
Illinois
– -$488K -12,876 Closed
M&T Bank
487
M&T Bank
New York
– -$479K -12,654 Closed
Principal Financial Group
488
Principal Financial Group
Iowa
– -$444K -11,713 Closed
Renaissance Technologies
489
Renaissance Technologies
New York
– -$334K -8,800 Closed
CAG
490
Csenge Advisory Group
Florida
– -$276K -7,155 Closed
BCA
491
Biltmore Capital Advisors
New Jersey
– -$253K -6,686 Closed
FFN
492
Focus Financial Network
Minnesota
– -$246K -6,498 Closed
DCM
493
Donaldson Capital Management
Indiana
– -$227K -6,000 Closed
VCM
494
Virtue Capital Management
Tennessee
– -$220K -5,802 Closed
AP
495
Advisor Partners
California
– -$216K -5,692 Closed
CAM
496
Concorde Asset Management
Michigan
– -$207K -5,458 Closed
ADIM
497
Alpha DNA Investment Management
Maryland
– -$140K -3,700 Closed
FHC
498
First Horizon Corporation
Tennessee
– -$79K -2,102 Closed
TCWM
499
Total Clarity Wealth Management
Illinois
– -$53K -1,400 Closed
VFA
500
Valeo Financial Advisors
Indiana
– -$20K -538 Closed
17 18 19
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