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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 %
IWM
76
IHT Wealth Management
Illinois
$23.1M +$707K +16,830 +3%
SWMG
77
Sanchez Wealth Management Group
Florida
$21.5M -$30.7K -731 -0.1%
PSUF
78
People's United Financial
Connecticut
$20.7M -$4.11M -97,812 -17%
PFA
79
Pure Financial Advisors
California
$20.4M +$328K +7,811 +2%
DWM
80
Doyle Wealth Management
Florida
$19.7M +$2.35M +55,930 +14%
RA
81
Rodgers & Associates
Pennsylvania
$19M +$195K +4,632 +1%
WCM
82
Windsor Capital Management
Arizona
$18.9M +$296K +7,050 +2%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$18.5M +$963K +22,940 +6%
GVAG
84
Great Valley Advisor Group
Delaware
$18.1M +$10.7M +255,517 +145%
LFG
85
Larson Financial Group
Missouri
$18M +$1.08M +25,640 +6%
DCM
86
Dupont Capital Management
Delaware
$17.7M +$12.9M +308,298 +270%
OCM
87
One Capital Management
California
$17.4M +$2.17M +51,593 +14%
RIM
88
Redwood Investment Management
Arizona
$17.2M +$17.2M +409,303 New
ARC
89
Advisor Resource Council
Texas
$16.9M +$16.6M +395,813 +5,432%
Allspring Global Investments
90
Allspring Global Investments
North Carolina
$16.8M +$16.8M +398,901 New
TF
91
TIAA FSB
Florida
$15.8M +$183K +4,361 +1%
EWM
92
Executive Wealth Management
Michigan
$15.2M +$27.3K +650 +0.2%
PWP
93
Personal Wealth Partners
Minnesota
$15.1M -$201K -4,783 -1%
JFA
94
JNBA Financial Advisors
Minnesota
$15.1M -$103K -2,461 -0.7%
VC
95
Vicus Capital
Pennsylvania
$15M +$2.37M +56,538 +19%
FWM
96
Foresight Wealth Management
Utah
$14.9M -$95.6K -2,277 -0.6%
ACA
97
Ackerman Capital Advisors
Texas
$14.7M -$106K -2,526 -0.7%
HG
98
Harbor Group
New Hampshire
$14.3M +$706K +16,819 +5%
TFA
99
TPG Financial Advisors
Oregon
$14.3M +$3.57M +85,088 +33%
CAN
100
Cetera Advisor Networks
California
$14.1M +$8.96M +213,244 +173%
2 3
4
5 6