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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 %
MFT
201
Moisand Fitzgerald Tamayo
Florida
$2.27M +$34.5K +873 +2%
IWP
202
IAG Wealth Partners
Wisconsin
$2.26M -$180K -4,551 -7%
FGAM
203
Financial Gravity Asset Management
Texas
$2.24M +$54.5K +1,354 +2%
Goldman Sachs
204
Goldman Sachs
New York
$2.19M -$8.59M -217,241 -80%
AC
205
Alexandria Capital
Virginia
$2.19M +$68.8K +1,740 +3%
VWA
206
Visionary Wealth Advisors
Illinois
$2.12M +$381K +9,624 +22%
FI
207
FormulaFolio Investments
Michigan
$2.11M -$169K -4,272 -7%
LF
208
Lantz Financial
Illinois
$2.07M -$556K -14,067 -21%
PIA
209
Perennial Investment Advisors
California
$2.04M +$49.4K +1,248 +2%
SWP
210
Stratos Wealth Partners
Ohio
$1.95M +$544K +13,762 +39%
C
211
Clearshares
New York
$1.94M +$1.94M +49,134 New
SAM
212
Sequent Asset Management
Texas
$1.92M +$747K +18,878 +64%
OIA
213
OneDigital Investment Advisors
Kansas
$1.8M +$750K +18,973 +72%
HA
214
Harborview Advisors
Maine
$1.78M -$86.8K -2,196 -5%
PWM
215
Peterson Wealth Management
Nevada
$1.78M +$1.78M +44,909 New
1SB
216
1ST Source Bank
Indiana
$1.75M +$69.3K +1,754 +4%
BEI
217
Benjamin Edwards Inc
Missouri
$1.75M -$93.3K -2,359 -5%
IWC
218
Integrated Wealth Concepts
Massachusetts
$1.72M +$1.24M +31,355 +260%
EA
219
Eclectic Associates
California
$1.71M -$10.1K -256 -0.6%
AWM
220
Aprio Wealth Management
Georgia
$1.7M +$1.7M +43,061 New
DA
221
Doliver Advisors
Texas
$1.68M +$1.68M +42,443 New
CAC
222
Certified Advisory Corp
Florida
$1.67M +$80.1K +2,026 +5%
BA
223
Bristlecone Advisors
Washington
$1.66M +$7.55K +191 +0.5%
PMG
224
ProVise Management Group
Florida
$1.63M +$1.63M +41,190 New
AWA
225
Arete Wealth Advisors
Illinois
$1.61M +$178K +4,931 +12%
7 8
9
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