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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

478 hedge funds and large institutions have $9.72B invested in SPDR Portfolio S&P 500 Value ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 246 increasing their positions, 134 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+6
Holders Change %
+1.27%
% of All Funds
8.39%
Holding in Top 10
69
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.48%
% of All Funds
1.21%
New
50
Increased
246
Reduced
134
Closed
35
Calls
$5.59M
Puts
$616K
Net Calls
+$4.97M
Net Calls Change
-$1.14M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.16B
2
WJA
2
Willis Johnson & Associates
Texas
$92.3M
3
BCM
3
Brookstone Capital Management
Illinois
$111M
4
AssetMark Inc
4
AssetMark Inc
California
$85.4M
5
LPL Financial
5
LPL Financial
California
$374M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$36.9M
2
AIA
2
Angeles Investment Advisors
California
$34M
3
DCM
3
Dupont Capital Management
Delaware
$4.45M
4
Bank of America
4
Bank of America
North Carolina
$715M
5
GI
5
Gradient Investments
Minnesota
$328K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
76
IHT Wealth Management
Illinois
$20.7M +$1.02M +26,093 +5%
SWMG
77
Sanchez Wealth Management Group
Florida
$19.9M +$455K +11,677 +2%
PAG
78
Private Advisor Group
New Jersey
$19.7M +$2M +51,290 +11%
PFA
79
Pure Financial Advisors
California
$18.6M +$332K +8,502 +2%
FA
80
Freestate Advisors
Kansas
$18.4M +$161K +4,125 +0.9%
MAS
81
Managed Account Services
Florida
$18.4M -$2.25M -57,776 -11%
MPM
82
Meritage Portfolio Management
Kansas
$18.2M +$5.01M +128,436 +38%
RA
83
Rodgers & Associates
Pennsylvania
$17.5M +$198K +5,072 +1%
WCM
84
Windsor Capital Management
Arizona
$17.3M +$343K +8,807 +2%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$16.2M +$1.73M +44,324 +12%
DWM
86
Doyle Wealth Management
Florida
$16.2M +$3.76M +96,285 +30%
LFG
87
Larson Financial Group
Missouri
$15.8M +$670K +17,174 +4%
SFP
88
Strategic Financial Partners
Oregon
$14.5M +$476K +12,209 +3%
TF
89
TIAA FSB
Florida
$14.5M +$431K +11,041 +3%
PWP
90
Personal Wealth Partners
Minnesota
$14.2M +$1.73M +44,366 +14%
JFA
91
JNBA Financial Advisors
Minnesota
$14.1M -$142K -3,641 -1%
OCM
92
One Capital Management
California
$14.1M +$9.59M +245,872 +211%
EWM
93
Executive Wealth Management
Michigan
$14.1M -$1.76K -45 -0%
FWM
94
Foresight Wealth Management
Utah
$13.9M +$1.47M +37,679 +12%
ACA
95
Ackerman Capital Advisors
Texas
$13.8M +$4.21M +107,979 +44%
HG
96
Harbor Group
New Hampshire
$12.6M -$102K -2,619 -0.8%
NL
97
Navalign LLC
California
$12.3M -$167K -4,289 -1%
AWM
98
Avior Wealth Management
Nebraska
$12.1M +$1.67M +42,915 +16%
Mariner
99
Mariner
Kansas
$11.9M +$2.96M +75,974 +33%
VC
100
Vicus Capital
Pennsylvania
$11.8M +$738K +18,913 +7%
2 3
4
5 6