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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 Holding Trade Value Shares
Change 		Shares
Change %
WAS
101
Winch Advisory Services
Wisconsin
$11M +$277K +7,000 +3%
AWM
102
Avior Wealth Management
Nebraska
$10.8M +$2.22M +55,042 +26%
Fidelity International
103
Fidelity International
Bermuda
$10.6M – – –
BC
104
Burney Company
Virginia
$10.6M -$57.1K -1,444 -0.5%
ARG
105
Advisory Resource Group
Oklahoma
$10.6M -$11.1M -280,542 -51%
UCFA
106
United Capital Financial Advisors
Texas
$10.4M -$695K -17,587 -6%
JWS
107
Juncture Wealth Strategies
Arizona
$10.3M -$176K -4,341 -2%
DI
108
Diligent Investors
California
$10.2M +$1.84M +46,417 +22%
ACA
109
Ackerman Capital Advisors
Texas
$9.71M +$6.25M +158,100 +181%
PWPS
110
Pinnacle Wealth Planning Services
Ohio
$9.05M +$92.1K +2,533 +1%
Mariner
111
Mariner
Kansas
$9.04M +$132K +3,345 +1%
AssetMark Inc
112
AssetMark Inc
California
$8.95M +$994K +25,127 +12%
SCM
113
Southport Capital Management
Tennessee
$8.75M +$985K +24,919 +13%
MML Investors Services
114
MML Investors Services
Massachusetts
$8.48M +$781K +19,741 +10%
TFA
115
TPG Financial Advisors
Oregon
$8.47M -$2.32M -58,738 -22%
State Street
116
State Street
Massachusetts
$8.18M +$8.18M +206,972 New
RIS
117
Retirement Income Solutions
Michigan
$8.16M +$4.8M +121,460 +143%
EFL
118
ERn Financial LLC
Wisconsin
$8.07M -$2.13M -53,765 -21%
SC
119
Savant Capital
Illinois
$7.73M -$205K -5,195 -3%
Baird Financial Group
120
Baird Financial Group
Wisconsin
$7.69M -$130K -3,297 -2%
Truist Financial
121
Truist Financial
North Carolina
$7.69M +$1.64M +41,481 +27%
PFG
122
Pacific Financial Group
Washington
$7.68M -$201K -5,091 -3%
LBC
123
Lowe Brockenbrough & Co
Virginia
$7.66M +$357K +9,040 +5%
SFG
124
StrategIQ Financial Group
Indiana
$7.5M +$393K +9,941 +6%
WFPG
125
Waller Financial Planning Group
Ohio
$7.45M +$398K +10,062 +6%
3 4
5
6 7