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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 %
EFS
176
Econ Financial Services
Pennsylvania
$4.32M +$4.32M +102,735 New
CF
177
Centaurus Financial
California
$4.28M +$242K +5,765 +6%
RTL
178
Red Tortoise LLC
Georgia
$4.25M +$1.26M +30,035 +42%
LTL
179
Lowery Thomas LLC
California
$4.17M +$4.17M +99,223 New
FC
180
Financial Council
Maryland
$4.14M +$909K +21,633 +28%
HFW
181
Horizon Family Wealth
Illinois
$4.09M +$4.09M +97,364 New
WFA
182
Wells Financial Advisors
Massachusetts
$4.09M -$3.71M -88,296 -48%
CFG
183
Cooper Financial Group
California
$4.07M +$635K +15,112 +18%
CWM
184
Cornerstone Wealth Management
Missouri
$4.02M +$530K +12,614 +15%
Goldman Sachs
185
Goldman Sachs
New York
$3.93M +$621K +14,785 +19%
TW
186
Transform Wealth
Colorado
$3.87M +$39.9K +950 +1%
PWG
187
Private Wealth Group
Florida
$3.86M +$203K +4,842 +6%
TDWM
188
Topel & Distasi Wealth Management
California
$3.85M +$3.85M +91,696 New
AMM
189
American Money Management
California
$3.74M +$49.5K +1,179 +1%
QC
190
Quent Capital
New York
$3.63M +$3.63M +86,338 New
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$3.59M +$246K +5,858 +7%
AFS
192
Annapolis Financial Services
Maryland
$3.58M -$15.5K -368 -0.4%
KFI
193
Key Financial Inc
Pennsylvania
$3.53M +$84.7K +2,016 +2%
RFN
194
RDA Financial Network
Iowa
$3.45M +$139K +3,301 +4%
SSW
195
Stone Summit Wealth
Florida
$3.35M +$3.35M +79,858 New
NC
196
NewSquare Capital
Pennsylvania
$3.3M +$289K +6,880 +10%
CIM
197
Corda Investment Management
Texas
$3.27M +$8.95K +213 +0.3%
TFA
198
Tobias Financial Advisors
Florida
$3.27M +$2.32M +55,149 +242%
NA
199
NewEdge Advisors
Louisiana
$3.27M +$2.2M +52,357 +206%
FFG
200
Fullen Financial Group
Ohio
$3.24M +$1.6K +38 +0%
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