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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 %
CRI
176
Colonial River Investments
Virginia
$2.47M +$191K +5,034 +8%
WWM
177
Western Wealth Management
Colorado
$2.41M +$812K +21,422 +51%
AIS
178
American Investment Services
Massachusetts
$2.38M +$780K +20,565 +49%
CFG
179
Cooper Financial Group
California
$2.36M +$147K +3,878 +7%
CWM
180
Collaborative Wealth Management
Florida
$2.35M +$2.35M +56,159 New
TFA
181
Tranquilli Financial Advisor
New Jersey
$2.34M -$535K -14,117 -19%
IWP
182
IAG Wealth Partners
Wisconsin
$2.34M -$98K -2,585 -4%
CAM
183
Cozad Asset Management
Illinois
$2.34M +$102K +2,700 +5%
FI
184
FormulaFolio Investments
Michigan
$2.3M -$17M -425,129 -88%
CSPIA
185
Cary Street Partners Investment Advisory
Virginia
$2.27M -$53.8K -1,420 -2%
BRWA
186
B. Riley Wealth Advisors
Florida
$2.23M +$1.91M +50,456 +605%
SS
187
Simplicity Solutions
Minnesota
$2.21M -$33.2M -877,075 -94%
TF
188
TRH Financial
Iowa
$2.2M -$114K -3,000 -5%
PWG
189
Private Wealth Group
Florida
$2.14M +$1.4M +36,983 +189%
MFT
190
Moisand Fitzgerald Tamayo
Florida
$2.14M -$507K -13,392 -19%
Susquehanna International Group
191
Susquehanna International Group
Pennsylvania
$2.1M +$1.55M +41,007 +283%
AC
192
Alexandria Capital
Virginia
$2.03M -$118K -3,110 -5%
KFI
193
Key Financial Inc
Pennsylvania
$2.01M +$468K +12,351 +30%
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$2M -$20.8K -550 -1%
BCM
195
Brookstone Capital Management
Illinois
$1.91M +$1.91M +50,450 New
PIA
196
Perennial Investment Advisors
California
$1.91M +$1.05M +27,793 +123%
HA
197
Harborview Advisors
Maine
$1.79M +$75.9K +2,002 +4%
BEI
198
Benjamin Edwards Inc
Missouri
$1.77M -$293K -7,740 -14%
ASN
199
Advisory Services Network
Georgia
$1.75M +$934K +24,634 +114%
IA
200
IFP Advisors
Florida
$1.75M +$273K +7,203 +18%
6 7
8
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