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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 %
FHA
101
Flagship Harbor Advisors
Massachusetts
$10M +$6.39M +168,649 +177%
JWS
102
Juncture Wealth Strategies
Arizona
$9.82M -$2.6M -68,333 -21%
EFL
103
ERn Financial LLC
Wisconsin
$9.77M -$278K -7,332 -3%
Betterment LLC
104
Betterment LLC
New York
$9.3M -$3.48M -91,874 -27%
DWM
105
Doyle Wealth Management
Florida
$9.14M +$2.01M +53,004 +28%
PWPS
106
Pinnacle Wealth Planning Services
Ohio
$8.61M -$1.66M -47,466 -16%
Mariner
107
Mariner
Kansas
$8.54M +$739K +19,503 +9%
AWM
108
Avior Wealth Management
Nebraska
$8.02M +$2.33M +61,462 +41%
DI
109
Diligent Investors
California
$7.98M +$249K +6,566 +3%
AssetMark Inc
110
AssetMark Inc
California
$7.63M +$7.55M +199,198 +9,339%
WI
111
WrapManager Inc
California
$7.62M -$558K -14,716 -7%
SC
112
Savant Capital
Illinois
$7.61M +$27K +712 +0.4%
PFG
113
Pacific Financial Group
Washington
$7.56M +$2.88M +76,058 +62%
Baird Financial Group
114
Baird Financial Group
Wisconsin
$7.5M +$3.72M +98,095 +98%
SCM
115
Southport Capital Management
Tennessee
$7.44M +$798K +21,056 +12%
MML Investors Services
116
MML Investors Services
Massachusetts
$7.38M +$125K +3,286 +2%
LBC
117
Lowe Brockenbrough & Co
Virginia
$7M +$276K +7,273 +4%
KWM
118
Kingsview Wealth Management
Oregon
$7M +$186K +4,872 +3%
WFA
119
Wells Financial Advisors
Massachusetts
$7M +$5.3M +139,792 +312%
SFG
120
StrategIQ Financial Group
Indiana
$6.81M +$482K +12,706 +8%
WFPG
121
Waller Financial Planning Group
Ohio
$6.76M -$388K -10,225 -5%
CI
122
CX Institutional
Indiana
$6.52M -$4.24M -111,764 -39%
FPIS
123
Financial Planning & Information Services
Wisconsin
$6.43M +$127K +3,339 +2%
PA
124
Probity Advisors
Texas
$5.91M +$5.91M +155,942 New
RWMH
125
Riverpoint Wealth Management Holdings
Illinois
$5.81M +$1.67M +44,188 +41%
3 4
5
6 7