SPYV icon

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 %
Truist Financial
126
Truist Financial
North Carolina
$8.37M +$40.7K +970 +0.5%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$8.2M -$23.7K -564 -0.3%
PFG
128
Pacific Financial Group
Washington
$8.19M +$34.4K +807 +0.4%
WFPG
129
Waller Financial Planning Group
Ohio
$8.02M -$62.2K -1,481 -0.8%
CI
130
CX Institutional
Indiana
$7.97M +$1.04M +24,860 +15%
MWM
131
Meridian Wealth Management
Kentucky
$7.91M +$830K +19,765 +12%
GWM
132
Geneos Wealth Management
Colorado
$7.8M +$964K +22,954 +14%
HA
133
Hofer & Associates
California
$7.7M +$7.7M +183,293 New
FPIS
134
Financial Planning & Information Services
Wisconsin
$7.3M +$156K +3,721 +2%
SC
135
Savant Capital
Illinois
$7.18M -$274K -6,531 -4%
PA
136
Probity Advisors
Texas
$6.98M +$189K +4,505 +3%
CC
137
Courier Capital
New York
$6.73M +$458K +10,902 +7%
1WM
138
1900 Wealth Management
Texas
$6.69M +$336K +8,006 +5%
MWA
139
Motive Wealth Advisors
Michigan
$6.52M +$373K +8,877 +6%
FHA
140
Flagship Harbor Advisors
Massachusetts
$6.51M -$759K -18,062 -10%
JSL
141
JT Stratford LLC
Georgia
$6.47M +$176K +4,185 +3%
SW
142
SkyOak Wealth
Michigan
$6.43M +$1M +23,815 +18%
WSWA
143
Warren Street Wealth Advisors
California
$6.39M +$6.39M +152,048 New
CA
144
CGN Advisors
Kansas
$6.06M +$2.28M +54,251 +60%
KAS
145
Kestra Advisory Services
Texas
$6M +$203K +4,823 +3%
GFPC
146
Global Financial Private Client
Florida
$5.92M -$70.8K -1,685 -1%
PFG
147
PAX Financial Group
Texas
$5.84M +$234K +5,570 +4%
FIM
148
Freedom Investment Management
Connecticut
$5.78M +$968K +23,052 +20%
CWA
149
Clarus Wealth Advisors
Arizona
$5.76M +$1.71M +40,048 +42%
SA
150
Shilanski & Associates
Alaska
$5.66M +$407K +9,682 +8%
4 5
6
7 8