SPYV icon

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 %
WIM
476
Westside Investment Management
California
$79 +$16 +399 +24%
Fidelity International
477
Fidelity International
Bermuda
– -$10.6M -268,165 Closed
HHGC
478
Hunting Hill Global Capital
New York
– -$6.17M -156,149 Closed
CI
479
Cavalier Investments
Georgia
– -$2.98M -75,277 Closed
CRI
480
Colonial River Investments
Virginia
– -$2.83M -71,460 Closed
First Trust Advisors
481
First Trust Advisors
Illinois
– -$2.56M -64,744 Closed
SAM
482
Sequent Asset Management
Texas
– -$1.92M -48,546 Closed
AWM
483
Aprio Wealth Management
Georgia
– -$1.7M -43,061 Closed
DA
484
Doliver Advisors
Texas
– -$1.68M -42,443 Closed
LWAC
485
Laurel Wealth Advisors (California)
California
– -$1.28M -32,265 Closed
QC
486
QCM Cayman
Texas
– -$551K -13,927 Closed
IMC Chicago
487
IMC Chicago
Illinois
– -$417K -10,551 Closed
JWCA
488
J.W. Cole Advisors
Florida
– -$413K -10,448 Closed
TI
489
Trexquant Investment
Connecticut
– -$391K -9,896 Closed
Wolverine Trading
490
Wolverine Trading
Illinois
– -$321K -8,153 Closed
EWA
491
Exencial Wealth Advisors
Oklahoma
– -$307K -7,774 Closed
FIA
492
Foundations Investment Advisors
Arizona
– -$290K -7,282 Closed
GI
493
Glovista Investments
New Jersey
– -$272K -6,880 Closed
SDAM
494
Shulman DeMeo Asset Management
New York
– -$254K -6,413 Closed
T
495
TRUADVICE
Florida
– -$251K -6,305 Closed
SG
496
StoneX Group
New York
– -$230K -5,824 Closed
MCWS
497
McKinley Carter Wealth Services
West Virginia
– -$222K -5,616 Closed
NRI
498
NFP Retirement Inc
California
– -$214K -5,424 Closed
KA
499
Kovack Advisors
Florida
– -$205K -5,186 Closed
KCM
500
Karp Capital Management
California
– -$204K -5,151 Closed
17 18 19
20
21