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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 %
SA
151
Shilanski & Associates
Alaska
$3.84M +$142K +3,736 +4%
OAM
152
Occidental Asset Management
California
$3.78M +$33.4K +882 +0.9%
CWA
153
Clarus Wealth Advisors
Arizona
$3.64M +$3.64M +94,315 New
AMM
154
American Money Management
California
$3.59M -$133K -3,521 -4%
AIC
155
Ameritas Investment Company
Nebraska
$3.52M +$3.16M +83,501 +887%
CA
156
CGN Advisors
Kansas
$3.36M +$92.8K +2,449 +3%
HHGC
157
Hunting Hill Global Capital
New York
$3.35M +$2.06M +54,300 +159%
ACA
158
Ackerman Capital Advisors
Texas
$3.32M +$168K +4,445 +5%
AFS
159
Annapolis Financial Services
Maryland
$3.24M -$86.6K -2,286 -3%
RIS
160
Retirement Income Solutions
Michigan
$3.22M +$68.9K +1,817 +2%
CF
161
Centaurus Financial
California
$3.16M +$464K +12,249 +17%
TW
162
Transform Wealth
Colorado
$3.15M +$12.8K +338 +0.4%
FFG
163
Fullen Financial Group
Ohio
$3.13M -$54.5K -1,439 -2%
CWA
164
Centennial Wealth Advisory
Michigan
$3.1M +$818K +21,588 +36%
RFN
165
RDA Financial Network
Iowa
$3.01M +$17.2K +454 +0.6%
WAP
166
Wealthcare Advisory Partners
Pennsylvania
$2.92M +$2.31M +61,024 +382%
CIM
167
Corda Investment Management
Texas
$2.89M +$116K +3,052 +4%
GVAG
168
Great Valley Advisor Group
Delaware
$2.88M -$355K -9,364 -11%
BFG
169
Barber Financial Group
Kansas
$2.82M +$611K +16,132 +28%
BWFA
170
Baltimore-Washington Financial Advisors
Maryland
$2.75M -$63.7K -1,681 -2%
Invesco
171
Invesco
Georgia
$2.72M -$15.1K -398 -0.6%
NC
172
NewSquare Capital
Pennsylvania
$2.64M +$96.5K +2,545 +4%
APP
173
Avantax Planning Partners
Iowa
$2.61M -$27.8K -734 -1%
RMAM
174
Raab & Moskowitz Asset Management
New Jersey
$2.57M -$21.8K -575 -0.8%
LF
175
Lantz Financial
Illinois
$2.52M +$67.2K +1,773 +3%
5 6
7
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