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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 %
RIA
476
Richwood Investment Advisors
Ohio
$92K +$92K +2,180 New
EW
477
Element Wealth
Mississippi
$86K – – –
NL
478
NVWM LLC
Pennsylvania
$86K +$8.58K +204 +11%
CSWM
479
Cassady Schiller Wealth Management
Ohio
$66K +$66K +1,575 New
TCWM
480
Total Clarity Wealth Management
Illinois
$64K – – –
WWM
481
Wagner Wealth Management
South Carolina
$64K +$380 +9 +0.6%
VRM
482
Vectors Research Management
New York
$60K – – –
HNB
483
Huntington National Bank
Ohio
$55K -$51K – –
FFWM
484
Future Financial Wealth Management
Ohio
$55K +$55K +1,300 New
ACA
485
Atlas Capital Advisors
Wyoming
$52.8K -$35.7K -850 -40%
BW
486
Bison Wealth
Georgia
$51K – – –
PB
487
Pinnacle Bancorp
Nebraska
$51K – – –
PWMG
488
Prestige Wealth Management Group
New Jersey
$50K -$11.5K -277 -19%
FHA
489
First Horizon Advisors
Tennessee
$46K +$3.39K +82 +8%
TA
490
Tectonic Advisors
Texas
$45K +$45K +1,080 New
HF
491
Halpern Financial
Virginia
$44.8K – – –
TIM
492
Tortoise Investment Management
New York
$44K -$33.3K -800 -43%
ADL
493
Asset Dedication LLC
California
$44K +$44K +1,049 New
DI
494
Disciplined Investments
Oklahoma
$42K +$42K +1,000 New
GWS
495
Glassman Wealth Services
Virginia
$41K +$41K +987 New
PMFA
496
Plante Moran Financial Advisors
Michigan
$39K – – –
MBFW
497
Morton Brown Family Wealth
Pennsylvania
$39K +$39K +939 New
LS
498
Leelyn Smith
Illinois
$37K +$37K +870 New
SAM
499
Strategic Asset Management
Minnesota
$36K +$1.87K +44 +5%
Bessemer Group
500
Bessemer Group
New Jersey
$35K +$35K +827 New
18 19
20
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