SPYV icon

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 %
Creative Planning
201
Creative Planning
Kansas
$1.75M +$203K +5,366 +13%
MCC
202
Money Concepts Capital
Florida
$1.73M -$4.35M -114,667 -72%
VWA
203
Visionary Wealth Advisors
Illinois
$1.67M -$348K -9,169 -17%
EA
204
Eclectic Associates
California
$1.65M -$83.4K -2,200 -5%
1SB
205
1ST Source Bank
Indiana
$1.62M +$1.16M +30,549 +253%
BA
206
Bristlecone Advisors
Washington
$1.58M -$22K -580 -1%
CAC
207
Certified Advisory Corp
Florida
$1.53M +$1.53M +40,248 New
AWA
208
Arete Wealth Advisors
Illinois
$1.51M +$217K +5,734 +17%
CIBC Private Wealth Group
209
CIBC Private Wealth Group
Georgia
$1.5M -$6.9K -182 -0.5%
FLPIM
210
F.L. Putnam Investment Management
Massachusetts
$1.45M +$65.9K +1,740 +5%
HI
211
Harbour Investments
Wisconsin
$1.4M +$1.4M +36,816 New
UR
212
USCA RIA
Texas
$1.39M -$27.2K -718 -2%
EGA
213
E&G Advisors
Texas
$1.36M -$379 -10 -0%
EWA
214
Encompass Wealth Advisors
Oregon
$1.36M +$1.36M +34,225 New
SWP
215
Stratos Wealth Partners
Ohio
$1.35M +$936K +24,680 +228%
SWM
216
Spire Wealth Management
Virginia
$1.28M +$1.28M +102,640 New
AF
217
Advisornet Financial
Minnesota
$1.27M +$31.1K +821 +3%
CSPAM
218
Cary Street Partners Asset Management
Virginia
$1.21M +$273K +7,199 +29%
CWM
219
Cedar Wealth Management
California
$1.2M -$91.1K -2,404 -7%
LWAC
220
Laurel Wealth Advisors (California)
California
$1.19M +$477K +12,597 +67%
GRP
221
Global Retirement Partners
California
$1.19M -$252K -6,640 -18%
WWM
222
WJ Wealth Management
Arizona
$1.16M +$1.16M +30,700 New
RCAG
223
Rehmann Capital Advisory Group
Michigan
$1.15M +$368K +9,630 +47%
LDB
224
Lee, Danner & Bass
Tennessee
$1.14M +$1.14M +30,125 New
SAM
225
Sequent Asset Management
Texas
$1.12M +$1.12M +29,668 New
7 8
9
10 11