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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

472 hedge funds and large institutions have $10.4B invested in SPDR Portfolio S&P 500 Value ETF in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 227 increasing their positions, 122 reducing their positions, and 34 closing their positions.

Holders
472
Holders Change
+40
Holders Change %
+9.26%
% of All Funds
8.24%
Holding in Top 10
73
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.35%
% of All Funds
1.27%
New
78
Increased
227
Reduced
122
Closed
34
Calls
$6.97M
Puts
$859K
Net Calls
+$6.11M
Net Calls Change
+$1.09M

Top Buyers

1
WFS
1
Weitzel Financial Services
Iowa
$686M
2
Bank of America
2
Bank of America
North Carolina
$818M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$2.05B
4
HI
4
Horizon Investments
North Carolina
$211M
5
RC
5
RegentAtlantic Capital
New Jersey
$105M

Top Sellers

1
DCM
1
Dupont Capital Management
Delaware
$136M
2
Franklin Resources
2
Franklin Resources
California
$169M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$68.2M
4
GWM
4
Geneos Wealth Management
Colorado
$5.86M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAN
51
Mariner Independent Advisor Network
Kansas
$31.7M +$13.4M +340,151 +74%
WH
52
Whitcomb & Hess
Ohio
$31.6M +$31.6M +800,420 New
IWA
53
Inspirion Wealth Advisors
Illinois
$31.6M -$497K -12,564 -2%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$31.4M -$688K -17,395 -2%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$31.1M +$8.77M +221,875 +39%
Ameriprise
56
Ameriprise
Minnesota
$29M +$8.77M +223,024 +43%
FFG
57
Ford Financial Group
California
$28.1M +$175K +4,416 +0.6%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$27.6M +$2.92M +73,620 +12%
KA
59
Klingman & Associates
New York
$26.7M +$791 +20 +0%
CWA
60
Choice Wealth Advisors
Maine
$26.4M +$1.35M +34,200 +5%
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$25.9M +$2.35M +59,400 +10%
TCM
62
Tradewinds Capital Management
Washington
$25.7M +$25.7M +649,172 New
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$25.3M +$913K +23,089 +4%
CIM
64
Confluence Investment Management
Missouri
$25.1M +$1.56M +39,355 +7%
AWM
65
Altium Wealth Management
New York
$24.9M -$447K -11,300 -2%
BCI
66
Brinker Capital Investments
Pennsylvania
$24.3M -$1.33M -33,632 -5%
FNT
67
First National Trust
Pennsylvania
$24.2M +$992K +25,096 +4%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$24.1M +$2.79M +70,653 +13%
RA
69
Riversedge Advisors
Delaware
$24M +$4.3M +108,851 +22%
PSUF
70
People's United Financial
Connecticut
$23.7M -$4.49M -113,561 -16%
MD
71
Money Design
Japan
$23M -$1.73M -43,665 -7%
SFM
72
Signet Financial Management
New Jersey
$22.1M +$779K +19,692 +4%
5L
73
55I LLC
Massachusetts
$22.1M +$3.42M +86,440 +18%
EDRIA
74
Edmonds Duncan Registered Investment Advisors
Kansas
$21.3M +$567K +14,340 +3%
MAS
75
Managed Account Services
Florida
$20.9M -$400K -10,110 -2%
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