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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$216M
2
SW
SVB Wealth
Massachusetts
$735K
3
AssetMark Inc
AssetMark Inc
California
$156K
4
BCI
Brinker Capital Investments
Pennsylvania
$2.38M
5
Wells Fargo
Wells Fargo
California
$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
501
Hartford Financial Management
Connecticut
$33K – – –
CIAS
502
Capital Investment Advisory Services
North Carolina
$33K – – –
FDCDDQ
503
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31K – – –
Optiver Holding
504
Optiver Holding
Netherlands
$31K +$31K +737 New
TC
505
TAP Consulting
Missouri
$31K +$31K +740 New
FFG
506
Ford Financial Group
California
$29.4K -$1.59K -37,941 -5%
CHC
507
City Holding Co
West Virginia
$29K – – –
CFB
508
Cullen/Frost Bankers
Texas
$28K +$28K +666 New
S
509
SignatureFD
Georgia
$28K +$27.6K +669 +7,433%
SMC
510
Smith, Moore & Co
Missouri
$26K +$26K +617 New
LF
511
Lee Financial
Texas
$25K +$2.17K +51 +9%
FAG
512
Fortitude Advisory Group
Washington
$21K +$21K +495 New
GT
513
Glenmede Trust
Pennsylvania
$18K – – –
JWA
514
JFS Wealth Advisors
Pennsylvania
$18K – – –
SWM
515
Selective Wealth Management
Virginia
$18K +$18K +420 New
RI
516
Rinkey Investments
California
$18K +$18K +430 New
CP
517
Castleview Partners
Texas
$17.2K +$17.2K +720,552 New
TWC
518
TD Waterhouse Canada
Ontario, Canada
$17K +$17K +400 New
AWM
519
Atticus Wealth Management
Florida
$17K – – –
Citigroup
520
Citigroup
New York
$14K -$9.28K -216 -40%
TWM
521
Tradition Wealth Management
Minnesota
$13K – – –
CAL
522
Capital Advisors Ltd
Ohio
$12K – – –
CPFP
523
Clear Perspectives Financial Planning
Ohio
$11K +$11K +252 New
MAM
524
Mystic Asset Management
Rhode Island
$10K +$10K +240 New
KPCM
525
Kings Point Capital Management
New York
$10K +$10K +249 New
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