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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 Market Value Shares Shares
Change 		Shares
Change %
IWM
76
IHT Wealth Management
Illinois
$20M 505,879 +42,505 +9%
SWMG
77
Sanchez Wealth Management Group
Florida
$19.8M 499,846 +152,253 +44%
PFA
78
Pure Financial Advisors
California
$18.5M 468,599 -33,708 -7%
FA
79
Freestate Advisors
Kansas
$18.5M 468,586 +54,009 +13%
PAG
80
Private Advisor Group
New Jersey
$18M 454,131 +42,374 +10%
RA
81
Rodgers & Associates
Pennsylvania
$17.5M 442,504 -16,128 -4%
WCM
82
Windsor Capital Management
Arizona
$17.2M 434,445 +7,490 +2%
Jane Street
83
Jane Street
New York
$16.9M 426,142 +426,142 New
LFAS
84
Level Four Advisory Services
Texas
$15.8M 399,819 -10,338 -3%
LFG
85
Larson Financial Group
Missouri
$15.3M 386,861 +15,506 +4%
Betterment LLC
86
Betterment LLC
New York
$14.9M 376,945 +131,614 +54%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$14.7M 372,161 +87,607 +31%
JFA
88
JNBA Financial Advisors
Minnesota
$14.5M 366,165 -2,155 -0.6%
EWM
89
Executive Wealth Management
Michigan
$14.3M 361,248 -100,175 -22%
TF
90
TIAA FSB
Florida
$14.3M 361,013 +7,232 +2%
SFP
91
Strategic Financial Partners
Oregon
$14.3M 360,440 +29,800 +9%
ACM
92
AlphaStar Capital Management
North Carolina
$14M 355,051 +50,602 +17%
MPM
93
Meritage Portfolio Management
Kansas
$13.4M 337,864 -57,657 -15%
HG
94
Harbor Group
New Hampshire
$12.9M 325,971 +21,708 +7%
ARC
95
Advisor Resource Council
Texas
$12.9M 325,812 +325,812 New
PWP
96
Personal Wealth Partners
Minnesota
$12.7M 320,913 +17,046 +6%
NL
97
Navalign LLC
California
$12.6M 319,981 -4,175 -1%
FWM
98
Foresight Wealth Management
Utah
$12.6M 318,950 -3,399 -1%
DWM
99
Doyle Wealth Management
Florida
$12.6M 317,920 +76,846 +32%
VC
100
Vicus Capital
Pennsylvania
$11.2M 282,960 +282,960 New
2 3
4
5 6