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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 %
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$4.87M +$193K +4,955 +4%
CAN
152
Cetera Advisor Networks
California
$4.8M +$130K +3,342 +3%
IWN
153
Independent Wealth Network
Iowa
$4.79M +$4.79M +115,748 New
FIM
154
Freedom Investment Management
Connecticut
$4.47M +$94.7K +2,427 +2%
DCM
155
Dupont Capital Management
Delaware
$4.45M -$130M -3,332,846 -97%
Koshinski Asset Management
156
Koshinski Asset Management
Illinois
$4.29M +$165K +4,235 +4%
PFGIA
157
Patriot Financial Group Insurance Agency
Massachusetts
$4.27M +$3.55M +90,923 +488%
SWM
158
Spire Wealth Management
Virginia
$4.26M +$49.7K +1,274 +1%
OAM
159
Occidental Asset Management
California
$4.17M +$144K +3,699 +4%
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$4.1M -$60.4K -1,549 -1%
CWA
161
Centennial Wealth Advisory
Michigan
$3.97M +$132K +3,397 +3%
GB
162
Gunma Bank
Japan
$3.9M – – –
IA
163
IFP Advisors
Florida
$3.86M -$7.77K -199 -0.2%
CWA
164
Clarus Wealth Advisors
Arizona
$3.76M +$66.7K +1,683 +2%
CF
165
Centaurus Financial
California
$3.75M +$350K +8,974 +10%
TW
166
Transform Wealth
Colorado
$3.56M +$75.3K +1,931 +2%
CA
167
CGN Advisors
Kansas
$3.51M -$21.5K -552 -0.6%
TFA
168
Tranquilli Financial Advisor
New Jersey
$3.48M -$453K -11,613 -12%
AMM
169
American Money Management
California
$3.43M -$102K -2,615 -3%
PWG
170
Private Wealth Group
Florida
$3.4M +$177K +4,537 +5%
AFS
171
Annapolis Financial Services
Maryland
$3.34M – – –
CWM
172
Cornerstone Wealth Management
Missouri
$3.23M +$2.05M +52,599 +174%
KFI
173
Key Financial Inc
Pennsylvania
$3.2M +$303K +7,779 +10%
CFG
174
Cooper Financial Group
California
$3.19M +$367K +9,402 +13%
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$3.1M +$446K +11,431 +17%
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