SPYV icon

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 %
EWM
76
Executive Wealth Management
Michigan
$17.5M +$17.5M +461,423 New
RA
77
Rodgers & Associates
Pennsylvania
$17.4M +$868K +22,905 +5%
WCM
78
Windsor Capital Management
Arizona
$16.2M +$3.07M +81,104 +23%
FA
79
Freestate Advisors
Kansas
$15.7M +$15.7M +414,577 New
PAG
80
Private Advisor Group
New Jersey
$15.6M +$3.42M +90,315 +28%
LFAS
81
Level Four Advisory Services
Texas
$15.5M -$8.46M -223,289 -35%
MPM
82
Meritage Portfolio Management
Kansas
$15M +$4.28M +112,843 +40%
LFG
83
Larson Financial Group
Missouri
$14.1M +$701K +18,488 +5%
JFA
84
JNBA Financial Advisors
Minnesota
$14M +$1.29M +34,076 +10%
TF
85
TIAA FSB
Florida
$13.4M +$671K +17,706 +5%
WFS
86
Weitzel Financial Services
Iowa
$13.2M +$430K +10,976 +3%
SWMG
87
Sanchez Wealth Management Group
Florida
$13.2M +$363K +9,579 +3%
SFP
88
Strategic Financial Partners
Oregon
$12.5M +$1.9M +50,121 +18%
NL
89
Navalign LLC
California
$12.3M +$12.3M +324,156 New
FWM
90
Foresight Wealth Management
Utah
$12.2M +$123K +3,248 +1%
HG
91
Harbor Group
New Hampshire
$11.8M +$741K +19,126 +7%
ACM
92
AlphaStar Capital Management
North Carolina
$11.5M +$507K +13,377 +5%
PWP
93
Personal Wealth Partners
Minnesota
$11.5M +$3.02M +79,613 +36%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$10.8M +$1.36M +35,976 +14%
UCFA
95
United Capital Financial Advisors
Texas
$10.6M -$2.75M -72,508 -21%
TFA
96
TPG Financial Advisors
Oregon
$10.3M -$634K -16,725 -6%
Goldman Sachs
97
Goldman Sachs
New York
$10.3M +$5.51M +145,356 +114%
WAS
98
Winch Advisory Services
Wisconsin
$10.2M -$2.27K -60 -0%
BC
99
Burney Company
Virginia
$10.2M -$1.1M -29,025 -10%
Fidelity International
100
Fidelity International
Bermuda
$10.2M +$10.2M +268,165 New
2 3
4
5 6