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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

432 hedge funds and large institutions have $8.27B invested in SPDR Portfolio S&P 500 Value ETF in 2021 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 207 increasing their positions, 106 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+49
Holders Change %
+12.79%
% of All Funds
7.61%
Holding in Top 10
68
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.25%
% of All Funds
1.2%
New
80
Increased
207
Reduced
106
Closed
27
Calls
$5.82M
Puts
$799K
Net Calls
+$5.02M
Net Calls Change
+$4.95M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.8B
2
HC
2
Hamilton Capital
Ohio
$472M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$234M
4
Franklin Resources
4
Franklin Resources
California
$278M
5
SW
5
SVB Wealth
Massachusetts
$133M

Top Sellers

1
DCM
1
Dupont Capital Management
Delaware
$257M
2
SS
2
Simplicity Solutions
Minnesota
$2.21M
3
CWM
3
Connecticut Wealth Management
Connecticut
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$101M
5
AO
5
Advisor OS
Illinois
$397K
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$28M +$10.7M +283,495 +62%
PSUF
52
People's United Financial
Connecticut
$27M -$1.03M -27,287 -4%
FFG
53
Ford Financial Group
California
$26.7M -$1.35M -35,563 -5%
KA
54
Klingman & Associates
New York
$25.6M +$78K +2,057 +0.3%
BCI
55
Brinker Capital Investments
Pennsylvania
$24.6M -$4.81M -126,945 -16%
AWM
56
Altium Wealth Management
New York
$24.3M +$1.38M +36,498 +6%
CWA
57
Choice Wealth Advisors
Maine
$24.1M +$1.15M +30,305 +5%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$24M +$222K +5,778 +0.9%
MD
59
Money Design
Japan
$23.7M -$3.58M -94,422 -13%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$23.4M +$4.79M +126,390 +26%
CIM
61
Confluence Investment Management
Missouri
$22.6M -$4.91M -129,451 -18%
JPMPWA
62
J.P. Morgan Private Wealth Advisors
California
$22.5M -$3.72M -98,195 -14%
FNT
63
First National Trust
Pennsylvania
$22.3M +$6.4M +168,731 +40%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$21.4M +$11.9M +313,176 +124%
ARG
65
Advisory Resource Group
Oklahoma
$20.8M -$2.97M -78,272 -13%
SFM
66
Signet Financial Management
New Jersey
$20.5M +$692K +18,252 +3%
MAS
67
Managed Account Services
Florida
$20.4M +$1.32M +34,799 +7%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$20.4M +$2.62M +69,223 +15%
EDRIA
69
Edmonds Duncan Registered Investment Advisors
Kansas
$19.9M -$234K -6,183 -1%
Ameriprise
70
Ameriprise
Minnesota
$19.5M +$1.73M +45,717 +10%
PFA
71
Pure Financial Advisors
California
$19M -$1.36M -35,898 -7%
RA
72
Riversedge Advisors
Delaware
$18.9M +$1.16M +30,722 +7%
5L
73
55I LLC
Massachusetts
$17.9M +$1.8M +47,553 +11%
IWM
74
IHT Wealth Management
Illinois
$17.6M -$641K -16,925 -4%
MIAN
75
Mariner Independent Advisor Network
Kansas
$17.5M +$9.66M +254,810 +123%
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