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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 %
MFT
201
Moisand Fitzgerald Tamayo
Florida
$2.19M -$47.9K -1,228 -2%
IWP
202
IAG Wealth Partners
Wisconsin
$2.18M -$44.7K -1,146 -2%
BEI
203
Benjamin Edwards Inc
Missouri
$2.17M +$446K +11,423 +26%
IWC
204
Integrated Wealth Concepts
Massachusetts
$2.16M +$466K +11,951 +28%
SWP
205
Stratos Wealth Partners
Ohio
$2.15M +$225K +5,763 +12%
OIA
206
OneDigital Investment Advisors
Kansas
$2.14M +$367K +9,406 +21%
VWA
207
Visionary Wealth Advisors
Illinois
$2.08M -$9.83K -252 -0.5%
Creative Planning
208
Creative Planning
Kansas
$2.07M -$188K -4,830 -8%
ACM
209
Advisors Capital Management
New Jersey
$2.05M +$2.05M +52,550 New
PC
210
Pecaut & Co
Iowa
$2.02M +$1.32M +33,783 +188%
AWA
211
Arete Wealth Advisors
Illinois
$1.97M +$221K +5,658 +13%
C
212
Clearshares
New York
$1.96M +$47.9K +1,228 +2%
AAS
213
Avantax Advisory Services
Texas
$1.88M +$608K +15,593 +48%
1SB
214
1ST Source Bank
Indiana
$1.87M +$142K +3,645 +8%
BA
215
Bristlecone Advisors
Washington
$1.78M +$146K +3,750 +9%
CAC
216
Certified Advisory Corp
Florida
$1.76M +$110K +2,814 +7%
GRP
217
Global Retirement Partners
California
$1.74M +$196K +5,034 +13%
HA
218
Harborview Advisors
Maine
$1.74M -$16.2K -415 -0.9%
PWM
219
Peterson Wealth Management
Nevada
$1.74M -$14K -359 -0.8%
LF
220
Lantz Financial
Illinois
$1.72M -$326K -8,355 -16%
EA
221
Eclectic Associates
California
$1.68M -$6.51K -167 -0.4%
FLPIM
222
F.L. Putnam Investment Management
Massachusetts
$1.58M +$12.6K +324 +0.8%
CAG
223
Csenge Advisory Group
Florida
$1.56M +$1.56M +39,336 New
WWM
224
WJ Wealth Management
Arizona
$1.49M +$110K +2,789 +8%
FTUS
225
Flow Traders U.S.
New York
$1.45M -$4.9M -125,632 -77%
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