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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 %
Truist Financial
126
Truist Financial
North Carolina
$5.8M +$591K +15,588 +11%
RJA
127
Raymond James & Associates
Florida
$5.75M +$2.34M +61,620 +68%
HF
128
HRT Financial
New York
$5.69M +$5.69M +150,246 New
MWM
129
Meridian Wealth Management
Kentucky
$5.61M +$2.42M +63,726 +76%
KAS
130
Kestra Advisory Services
Texas
$5.53M +$5.19M +136,991 +1,555%
JPMorgan Chase & Co
131
JPMorgan Chase & Co
New York
$5.51M +$4.98M +131,415 +936%
LFA
132
Lighthouse Financial Advisors
Maryland
$4.99M -$8.72K -230 -0.2%
ML
133
McAdam LLC
Pennsylvania
$4.8M +$5.34K +141 +0.1%
PFG
134
PAX Financial Group
Texas
$4.78M -$243K -6,398 -5%
VLC
135
Van Leeuwen & Company
New Jersey
$4.72M +$4.72M +124,484 New
CC
136
Courier Capital
New York
$4.63M +$322K +8,500 +7%
OC
137
Oarsman Capital
Wisconsin
$4.63M -$3.64M -95,992 -44%
GG
138
GenWealth Group
New Jersey
$4.55M +$1.86M +49,037 +69%
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$4.48M +$2.2M +58,154 +97%
GIA
140
GHP Investment Advisors
Colorado
$4.44M +$119K +3,144 +3%
GB
141
Gunma Bank
Japan
$4.36M +$4.36M +115,000 New
MW
142
Marcum Wealth
Ohio
$4.33M -$119K -3,149 -3%
GFPC
143
Global Financial Private Client
Florida
$4.32M -$649 -17 -0%
APA
144
American Portfolios Advisors
New York
$4.24M +$3.98M +105,067 +1,557%
FIM
145
Freedom Investment Management
Connecticut
$4.16M -$122K -3,213 -3%
SW
146
SkyOak Wealth
Michigan
$4.13M +$381K +9,731 +10%
VFA
147
Voya Financial Advisors
Connecticut
$4.11M +$4.11M +107,922 New
TI
148
tru Independence
Oregon
$4.04M +$4.04M +106,475 New
CS
149
Credit Suisse
Switzerland
$3.99M +$3.99M +105,317 New
Koshinski Asset Management
150
Koshinski Asset Management
Illinois
$3.89M +$3.56M +93,809 +1,051%
4 5
6
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