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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 %
CFG
51
Compton Financial Group
Maryland
$38.1M -$150K -3,580 -0.4%
AIA
52
Angeles Investment Advisors
California
$37.4M +$808K +19,242 +2%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$37.2M +$1.48M +36,001 +4%
MWPCG
54
Measured Wealth Private Client Group
New Hampshire
$37.1M -$845K -20,113 -2%
Betterment LLC
55
Betterment LLC
New York
$35.5M +$4.19M +99,850 +13%
WH
56
Whitcomb & Hess
Ohio
$35.5M +$1.18M +28,288 +3%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$34.8M +$4.53M +107,900 +15%
5L
58
55I LLC
Massachusetts
$32.2M +$4.28M +101,960 +15%
IWA
59
Inspirion Wealth Advisors
Illinois
$31.1M -$937K -22,318 -3%
WCAMG
60
Woodard & Company Asset Management Group
North Carolina
$30.5M +$30.5M +727,200 New
CIM
61
Confluence Investment Management
Missouri
$30.5M +$1.65M +39,351 +6%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$30M -$5.76M -137,049 -16%
JPMPWA
63
J.P. Morgan Private Wealth Advisors
California
$29.1M +$148K +3,517 +0.5%
KA
64
Klingman & Associates
New York
$28.4M +$46.2K +1,099 +0.2%
CWA
65
Choice Wealth Advisors
Maine
$27.5M +$1.7M +40,412 +7%
FNT
66
First National Trust
Pennsylvania
$27.3M +$562K +13,373 +2%
AWM
67
Altium Wealth Management
New York
$27.1M +$183K +4,356 +0.7%
PAG
68
Private Advisor Group
New Jersey
$26.3M +$5.04M +119,907 +24%
MIAN
69
Mariner Independent Advisor Network
Kansas
$25.8M -$1.63M -38,766 -6%
ACM
70
AlphaStar Capital Management
North Carolina
$25.5M -$6.2M -145,933 -20%
RA
71
Riversedge Advisors
Delaware
$25M +$263K +6,251 +1%
SFM
72
Signet Financial Management
New Jersey
$24.5M +$971K +23,119 +4%
GAG
73
Goodman Advisory Group
Massachusetts
$24.5M +$24.5M +583,844 New
MD
74
Money Design
Japan
$23.7M +$829K +19,740 +4%
EDRIA
75
Edmonds Duncan Registered Investment Advisors
Kansas
$23.7M +$539K +12,943 +2%
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