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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 %
EVM
551
Eaton Vance Management
Massachusetts
$1K – – –
Manulife (Manufacturers Life Insurance)
552
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$965 – – –
WIM
553
Westside Investment Management
California
$85 – – –
ARG
554
Advisory Resource Group
Oklahoma
– -$8.64M -221,400 Closed
Balyasny Asset Management
555
Balyasny Asset Management
Illinois
– -$4.88M -125,001 Closed
GRP
556
Global Retirement Partners
California
– -$1.74M -44,714 Closed
CAG
557
Csenge Advisory Group
Florida
– -$1.56M -39,336 Closed
FTUS
558
Flow Traders U.S.
New York
– -$1.45M -37,225 Closed
PF
559
Phoenix Financial
Israel
– -$1.42M -36,458 Closed
HF
560
HRT Financial
New York
– -$931K -23,889 Closed
MP
561
McDonald Partners
Ohio
– -$624K -15,998 Closed
VCM
562
Virtue Capital Management
Tennessee
– -$513K -13,156 Closed
C
563
Certuity
Florida
– -$488K -12,378 Closed
PFM
564
Phillips Financial Management
Indiana
– -$428K -10,968 Closed
W
565
WealthOne
New York
– -$374K -9,579 Closed
Qube Research & Technologies (QRT)
566
Qube Research & Technologies (QRT)
United Kingdom
– -$344K -8,826 Closed
CCWA
567
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$313K -8,033 Closed
Bank of Montreal
568
Bank of Montreal
Ontario, Canada
– -$299K -7,507 Closed
FHC
569
First Heartland Consultants
Missouri
– -$289K -7,420 Closed
Fisher Asset Management
570
Fisher Asset Management
Washington
– -$254K -6,510 Closed
JFS
571
JD Financial Services
Pennsylvania
– -$244K -6,253 Closed
PWMG
572
Pinnacle Wealth Management Group
Michigan
– -$235K -6,030 Closed
PG
573
Prostatis Group
Maryland
– -$228K -5,846 Closed
SI
574
Stephens Inc
Arkansas
– -$203K -5,203 Closed
RCA
575
Ranch Capital Advisors
Florida
– -$88K -2,263 Closed
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