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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.

New
Increased
Maintained
Reduced
Closed
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
Weitzel Financial Services
Iowa
$686M
2
Bank of America
Bank of America
North Carolina
$818M
3
Financial Engines Advisors
Financial Engines Advisors
California
$2.05B
4
HI
Horizon Investments
North Carolina
$211M
5
RC
RegentAtlantic Capital
New Jersey
$105M

Top Sellers

1
DCM
Dupont Capital Management
Delaware
$136M
2
Franklin Resources
Franklin Resources
California
$169M
3
Osaic Holdings
Osaic Holdings
Arizona
$68.2M
4
GWM
Geneos Wealth Management
Colorado
$5.86M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWG
176
Private Wealth Group
Florida
$3.27M +$1.03M +26,060 +46%
FFG
177
Fullen Financial Group
Ohio
$3.22M -$40.8K -1,032 -1%
RFN
178
RDA Financial Network
Iowa
$3.13M -$1.66K -42 -0.1%
CIM
179
Corda Investment Management
Texas
$3.05M +$38.5K +974 +1%
CI
180
Cavalier Investments
Georgia
$2.98M +$2.98M +75,277 New
KFI
181
Key Financial Inc
Pennsylvania
$2.96M +$853K +21,388 +40%
CFG
182
Cooper Financial Group
California
$2.86M +$400K +10,112 +16%
NC
183
NewSquare Capital
Pennsylvania
$2.85M +$96.5K +2,440 +4%
CRI
184
Colonial River Investments
Virginia
$2.83M +$247K +6,236 +10%
BWFA
185
Baltimore-Washington Financial Advisors
Maryland
$2.82M -$42K -1,062 -1%
Invesco
186
Invesco
Georgia
$2.78M -$52.1K -1,317 -2%
CIBC Private Wealth Group
187
CIBC Private Wealth Group
Georgia
$2.74M +$1.18M +29,758 +75%
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$2.69M +$605K +15,293 +29%
AIS
189
American Investment Services
Massachusetts
$2.62M +$130K +3,285 +5%
PWA
190
Peterson Wealth Advisors
Utah
$2.58M +$2.58M +65,262 New
First Trust Advisors
191
First Trust Advisors
Illinois
$2.56M +$2.56M +64,744 New
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$2.55M +$1.99M +50,305 +355%
RMAM
193
Raab & Moskowitz Asset Management
New Jersey
$2.54M -$143K -3,619 -5%
CAM
194
Cozad Asset Management
Illinois
$2.53M +$95.5K +2,415 +4%
CSPIA
195
Cary Street Partners Investment Advisory
Virginia
$2.42M +$51.9K +1,313 +2%
TF
196
TRH Financial
Iowa
$2.33M +$40.6K +1,028 +2%
FI
197
Financial Insights
Washington
$2.33M +$79.1K +200 +4%
PIFP
198
Partners in Financial Planning
Virginia
$2.31M +$2.31M +58,531 New
Creative Planning
199
Creative Planning
Kansas
$2.29M +$463K +11,698 +25%
NFP
200
Novak Financial Planning
Maryland
$2.28M +$2.28M +57,597 New
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