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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.

New
Increased
Maintained
Reduced
Closed
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 %
KWM
126
Kingsview Wealth Management
Oregon
$7.39M +$87.9K +2,208 +1%
WI
127
WrapManager Inc
California
$7.36M -$593K -14,989 -7%
WFA
128
Wells Financial Advisors
Massachusetts
$7.27M -$24.7K -624 -0.3%
RJA
129
Raymond James & Associates
Florida
$6.98M +$985K +24,901 +16%
FHA
130
Flagship Harbor Advisors
Massachusetts
$6.85M -$3.59M -90,668 -34%
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$6.79M +$4.59M +116,117 +209%
CI
132
CX Institutional
Indiana
$6.72M -$79.8K -2,017 -1%
BFG
133
Barber Financial Group
Kansas
$6.6M +$3.66M +92,540 +124%
MWM
134
Meridian Wealth Management
Kentucky
$6.55M +$703K +17,787 +12%
HFS
135
Horizon Financial Services
North Carolina
$6.49M +$6.49M +164,064 New
FTUS
136
Flow Traders U.S.
New York
$6.44M +$6.44M +162,857 New
FPIS
137
Financial Planning & Information Services
Wisconsin
$6.38M -$330K -8,353 -5%
RWMH
138
Riverpoint Wealth Management Holdings
Illinois
$6.28M +$220K +5,574 +4%
PA
139
Probity Advisors
Texas
$6.25M +$87.3K +2,208 +1%
HHGC
140
Hunting Hill Global Capital
New York
$6.17M +$2.67M +67,649 +76%
GVAG
141
Great Valley Advisor Group
Delaware
$5.96M +$2.96M +75,271 +99%
GWM
142
Geneos Wealth Management
Colorado
$5.86M -$52.3M -1,310,650 -90%
1WM
143
1900 Wealth Management
Texas
$5.78M +$281K +7,102 +5%
GFPC
144
Global Financial Private Client
Florida
$5.5M +$993K +24,940 +22%
CC
145
Courier Capital
New York
$5.24M +$407K +10,295 +8%
MW
146
Marcum Wealth
Ohio
$5.23M +$711K +17,979 +16%
OC
147
Oarsman Capital
Wisconsin
$5.22M +$390K +9,853 +8%
ML
148
McAdam LLC
Pennsylvania
$5.06M -$8.92K -223 -0.2%
SW
149
SkyOak Wealth
Michigan
$5M +$832K +21,034 +20%
GIA
150
GHP Investment Advisors
Colorado
$4.88M +$243K +6,152 +5%
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