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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 %
OC
151
Oarsman Capital
Wisconsin
$5.65M +$140K +3,335 +3%
ASN
152
Advisory Services Network
Georgia
$5.63M -$220K -5,237 -4%
PFGIA
153
Patriot Financial Group Insurance Agency
Massachusetts
$5.5M +$901K +21,462 +20%
MW
154
Marcum Wealth
Ohio
$5.5M -$9.03K -215 -0.2%
LWAC
155
Laurel Wealth Advisors (California)
California
$5.47M +$5.47M +130,246 New
TCFP
156
Treasure Coast Financial Planning
Florida
$5.41M +$5.41M +128,857 New
GIA
157
GHP Investment Advisors
Colorado
$5.39M +$84.8K +2,018 +2%
GG
158
GenWealth Group
New Jersey
$5.37M +$25.1K +598 +0.5%
ML
159
McAdam LLC
Pennsylvania
$5.35M +$99.4K +2,368 +2%
HHGC
160
Hunting Hill Global Capital
New York
$5.25M +$5.25M +124,913 New
WWM
161
Western Wealth Management
Colorado
$5.22M +$5.22M +124,056 New
SAM
162
Securian Asset Management
Minnesota
$5.08M +$2.11M +50,300 +71%
IWN
163
Independent Wealth Network
Iowa
$4.94M +$75.6K +1,799 +2%
SWA
164
Stratos Wealth Advisors
Ohio
$4.91M +$2.53M +60,206 +106%
PC
165
Pecaut & Co
Iowa
$4.89M +$2.71M +64,624 +125%
ICG
166
InterOcean Capital Group
Tennessee
$4.79M +$3.67M +87,433 +330%
Renaissance Technologies
167
Renaissance Technologies
New York
$4.75M +$4.75M +113,200 New
CI
168
Cavalier Investments
Georgia
$4.72M +$4.72M +112,288 New
IA
169
IFP Advisors
Florida
$4.62M +$456K +10,861 +11%
Koshinski Asset Management
170
Koshinski Asset Management
Illinois
$4.55M -$70.4K -1,675 -2%
RIS
171
Retirement Income Solutions
Michigan
$4.55M -$4.49M -106,970 -50%
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$4.5M +$79.8K +1,901 +2%
OAM
173
Occidental Asset Management
California
$4.47M -$18.7K -446 -0.4%
CWA
174
Centennial Wealth Advisory
Michigan
$4.44M +$167K +3,980 +4%
SWM
175
Spire Wealth Management
Virginia
$4.33M -$262K -6,236 -6%
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