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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.

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 %
PFG
151
PAX Financial Group
Texas
$4.84M -$147K -3,723 -3%
SA
152
Shilanski & Associates
Alaska
$4.75M +$745K +18,850 +19%
WAP
153
Wealthcare Advisory Partners
Pennsylvania
$4.74M +$1.69M +42,803 +56%
CAN
154
Cetera Advisor Networks
California
$4.73M +$4.46M +112,875 +1,653%
GG
155
GenWealth Group
New Jersey
$4.71M -$32.6K -825 -0.7%
OCM
156
One Capital Management
California
$4.6M +$4.6M +116,413 New
KAS
157
Kestra Advisory Services
Texas
$4.52M -$1.25M -31,524 -22%
FIM
158
Freedom Investment Management
Connecticut
$4.44M +$96.1K +2,430 +2%
MWA
159
Motive Wealth Advisors
Michigan
$4.28M +$4.28M +108,229 New
SWM
160
Spire Wealth Management
Virginia
$4.27M +$215K +5,430 +5%
Rockefeller Capital Management
161
Rockefeller Capital Management
New York
$4.22M -$449K -11,355 -10%
Koshinski Asset Management
162
Koshinski Asset Management
Illinois
$4.18M +$120K +3,035 +3%
OAM
163
Occidental Asset Management
California
$4.08M +$139K +3,511 +4%
TFA
164
Tranquilli Financial Advisor
New Jersey
$3.99M +$1.55M +39,176 +63%
GB
165
Gunma Bank
Japan
$3.95M -$593K -15,000 -13%
IA
166
IFP Advisors
Florida
$3.92M +$2.1M +52,949 +115%
CWA
167
Centennial Wealth Advisory
Michigan
$3.89M +$654K +16,546 +20%
WWM
168
Western Wealth Management
Colorado
$3.75M +$1.24M +31,325 +49%
CWA
169
Clarus Wealth Advisors
Arizona
$3.73M -$43.6K -1,090 -1%
CA
170
CGN Advisors
Kansas
$3.59M +$82.4K +2,084 +2%
AMM
171
American Money Management
California
$3.58M -$163K -4,130 -4%
TW
172
Transform Wealth
Colorado
$3.53M +$247K +6,246 +8%
ASN
173
Advisory Services Network
Georgia
$3.47M +$1.64M +41,485 +90%
CF
174
Centaurus Financial
California
$3.45M +$154K +3,903 +5%
AFS
175
Annapolis Financial Services
Maryland
$3.38M – – –
5 6
7
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