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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 %
AWM
101
Avior Wealth Management
Nebraska
$13.9M +$895K +21,321 +7%
DI
102
Diligent Investors
California
$13.7M +$2.88M +68,562 +27%
Mariner
103
Mariner
Kansas
$13.5M +$711K +16,933 +6%
NL
104
Navalign LLC
California
$13.3M +$6.3K +150 +0%
MPM
105
Meritage Portfolio Management
Kansas
$13.1M -$6.52M -155,215 -33%
HFS
106
Horizon Financial Services
North Carolina
$12.4M +$1.83M +43,670 +17%
CF
107
Convergence Financial
Missouri
$11.9M +$11.9M +284,251 New
BC
108
Burney Company
Virginia
$11.8M -$43K -1,024 -0.4%
JWS
109
Juncture Wealth Strategies
Arizona
$11.8M +$127K +3,018 +1%
CWM
110
CarsonAllaria Wealth Management
Illinois
$11.3M +$11.3M +268,908 New
State Street
111
State Street
Massachusetts
$11.2M -$54.4K -1,295 -0.5%
LFAS
112
Level Four Advisory Services
Texas
$11.1M -$228K -5,434 -2%
SW
113
Simplicity Wealth
New Jersey
$10.9M +$10.9M +260,405 New
UCFA
114
United Capital Financial Advisors
Texas
$10.8M -$140K -3,337 -1%
SFP
115
Strategic Financial Partners
Oregon
$10.7M -$4.91M -116,811 -31%
MML Investors Services
116
MML Investors Services
Massachusetts
$10.2M +$582K +13,853 +6%
PWPS
117
Pinnacle Wealth Planning Services
Ohio
$10.2M -$489K -11,638 -5%
WI
118
WrapManager Inc
California
$9.22M -$37.8K -900 -0.4%
SFG
119
StrategIQ Financial Group
Indiana
$9.11M +$435K +10,347 +5%
RJA
120
Raymond James & Associates
Florida
$8.81M +$386K +9,201 +5%
BFG
121
Barber Financial Group
Kansas
$8.8M +$762K +18,150 +9%
KWM
122
Kingsview Wealth Management
Oregon
$8.74M +$517K +12,317 +6%
WAS
123
Winch Advisory Services
Wisconsin
$8.6M +$173K +4,120 +2%
EFL
124
ERn Financial LLC
Wisconsin
$8.53M +$24K +571 +0.3%
SCM
125
Southport Capital Management
Tennessee
$8.52M -$1.29M -30,627 -13%
3 4
5
6 7