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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
Financial Engines Advisors
California
$2.16B
2
WJA
Willis Johnson & Associates
Texas
$92.3M
3
BCM
Brookstone Capital Management
Illinois
$111M
4
AssetMark Inc
AssetMark Inc
California
$85.4M
5
LPL Financial
LPL Financial
California
$374M

Top Sellers

1
WFS
Weitzel Financial Services
Iowa
$36.9M
2
AIA
Angeles Investment Advisors
California
$34M
3
DCM
Dupont Capital Management
Delaware
$4.45M
4
Bank of America
Bank of America
North Carolina
$715M
5
GI
Gradient Investments
Minnesota
$328K
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
126
Wells Financial Advisors
Massachusetts
$7.24M +$63.1K +1,619 +0.9%
SC
127
Savant Capital
Illinois
$6.92M -$704K -18,045 -9%
GVAG
128
Great Valley Advisor Group
Delaware
$6.86M +$959K +24,589 +16%
FHA
129
Flagship Harbor Advisors
Massachusetts
$6.85M – – –
FPIS
130
Financial Planning & Information Services
Wisconsin
$6.63M +$341K +8,735 +5%
MWM
131
Meridian Wealth Management
Kentucky
$6.58M +$112K +2,882 +2%
GWM
132
Geneos Wealth Management
Colorado
$6.44M +$631K +15,944 +11%
CI
133
CX Institutional
Indiana
$6.43M -$197K -5,050 -3%
PA
134
Probity Advisors
Texas
$6.31M +$138K +3,530 +2%
1WM
135
1900 Wealth Management
Texas
$5.9M +$192K +4,918 +3%
JSL
136
JT Stratford LLC
Georgia
$5.84M +$4.59M +117,617 +366%
CC
137
Courier Capital
New York
$5.83M +$656K +16,829 +13%
MWA
138
Motive Wealth Advisors
Michigan
$5.71M +$1.49M +38,109 +35%
GFPC
139
Global Financial Private Client
Florida
$5.64M +$172K +4,349 +3%
ASN
140
Advisory Services Network
Georgia
$5.43M +$2.01M +51,594 +59%
KAS
141
Kestra Advisory Services
Texas
$5.38M +$926K +23,758 +21%
PFG
142
PAX Financial Group
Texas
$5.2M +$429K +10,997 +9%
MW
143
Marcum Wealth
Ohio
$5.12M -$42.6K -1,093 -0.8%
OC
144
Oarsman Capital
Wisconsin
$5.11M -$32.1K -824 -0.6%
SW
145
SkyOak Wealth
Michigan
$5.04M +$111K +2,835 +2%
GG
146
GenWealth Group
New Jersey
$4.97M +$319K +8,174 +7%
GIA
147
GHP Investment Advisors
Colorado
$4.93M +$120K +3,074 +2%
SA
148
Shilanski & Associates
Alaska
$4.88M +$198K +5,069 +4%
Balyasny Asset Management
149
Balyasny Asset Management
Illinois
$4.88M +$4.88M +125,001 New
ML
150
McAdam LLC
Pennsylvania
$4.87M -$60.4K -1,550 -1%
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