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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 %
RFN
176
RDA Financial Network
Iowa
$3.08M -$12.2K -312 -0.4%
Goldman Sachs
177
Goldman Sachs
New York
$3.07M +$907K +23,267 +42%
FFG
178
Fullen Financial Group
Ohio
$3.05M -$169K -4,285 -5%
CIM
179
Corda Investment Management
Texas
$3.03M +$22.2K +569 +0.7%
FC
180
Financial Council
Maryland
$3M +$3M +76,821 New
NC
181
NewSquare Capital
Pennsylvania
$2.79M -$14.6K -375 -0.5%
BWFA
182
Baltimore-Washington Financial Advisors
Maryland
$2.77M -$17.4K -445 -0.6%
CSPIA
183
Cary Street Partners Investment Advisory
Virginia
$2.77M +$378K +9,702 +16%
SAM
184
Securian Asset Management
Minnesota
$2.76M +$1.9M +48,800 +223%
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$2.75M +$52.8K +1,355 +2%
PWA
186
Peterson Wealth Advisors
Utah
$2.66M +$116K +2,974 +5%
AIS
187
American Investment Services
Massachusetts
$2.57M -$5.65K -145 -0.2%
Jane Street
188
Jane Street
New York
$2.57M -$14M -360,188 -85%
SS
189
Simplicity Solutions
Minnesota
$2.57M +$2.57M +65,804 New
CAM
190
Cozad Asset Management
Illinois
$2.56M +$67.7K +1,735 +3%
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$2.51M -$3.04K -78 -0.1%
RMAM
192
Raab & Moskowitz Asset Management
New Jersey
$2.46M -$39.7K -1,017 -2%
RTL
193
Red Tortoise LLC
Georgia
$2.46M +$2.46M +71,232 New
RWMH
194
Riverpoint Wealth Management Holdings
Illinois
$2.36M -$3.83M -98,221 -62%
Invesco
195
Invesco
Georgia
$2.26M -$483K -12,387 -18%
SWA
196
Stratos Wealth Advisors
Ohio
$2.21M +$1.35M +34,635 +158%
PIFP
197
Partners in Financial Planning
Virginia
$2.2M -$79K -2,025 -3%
AC
198
Alexandria Capital
Virginia
$2.2M +$38.5K +987 +2%
PIA
199
Perennial Investment Advisors
California
$2.2M +$185K +4,755 +9%
Susquehanna International Group
200
Susquehanna International Group
Pennsylvania
$2.19M -$4.5M -115,383 -67%
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