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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 %
BC
101
Burney Company
Virginia
$11M +$612K +15,705 +6%
JWS
102
Juncture Wealth Strategies
Arizona
$10.9M +$969K +24,836 +10%
LFAS
103
Level Four Advisory Services
Texas
$10.5M -$5.1M -130,668 -33%
State Street
104
State Street
Massachusetts
$10.4M +$2.36M +60,588 +29%
DI
105
Diligent Investors
California
$10.2M – – –
UCFA
106
United Capital Financial Advisors
Texas
$10.2M -$96.1K -2,463 -0.9%
TFA
107
TPG Financial Advisors
Oregon
$9.92M +$1.57M +40,289 +19%
HFS
108
Horizon Financial Services
North Carolina
$9.85M +$3.46M +88,597 +54%
PWPS
109
Pinnacle Wealth Planning Services
Ohio
$9.12M +$177K +4,917 +2%
SCM
110
Southport Capital Management
Tennessee
$9.11M +$481K +12,342 +6%
MML Investors Services
111
MML Investors Services
Massachusetts
$8.96M +$590K +15,140 +7%
ARG
112
Advisory Resource Group
Oklahoma
$8.64M -$1.79M -45,888 -17%
WI
113
WrapManager Inc
California
$8.6M +$1.34M +34,273 +18%
RIS
114
Retirement Income Solutions
Michigan
$8.4M +$343K +8,783 +4%
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$8.18M +$62.6K +116 +0.8%
SFG
116
StrategIQ Financial Group
Indiana
$8.05M +$655K +16,790 +9%
EFL
117
ERn Financial LLC
Wisconsin
$7.9M -$65.5K -1,680 -0.8%
RJA
118
Raymond James & Associates
Florida
$7.83M +$942K +24,154 +14%
WAS
119
Winch Advisory Services
Wisconsin
$7.82M -$2.99M -76,709 -28%
Truist Financial
120
Truist Financial
North Carolina
$7.73M +$150K +3,844 +2%
KWM
121
Kingsview Wealth Management
Oregon
$7.64M +$398K +10,208 +5%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$7.64M +$52.7K +1,352 +0.7%
WFPG
123
Waller Financial Planning Group
Ohio
$7.51M +$160K +4,109 +2%
BFG
124
Barber Financial Group
Kansas
$7.47M +$955K +24,499 +15%
PFG
125
Pacific Financial Group
Washington
$7.46M -$117K -3,004 -2%
3 4
5
6 7