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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 %
TC
201
TAGStone Capital
North Carolina
$3.24M +$3.24M +77,039 New
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$3.2M +$492K +11,711 +18%
CIBC Private Wealth Group
203
CIBC Private Wealth Group
Georgia
$3.16M +$201K +4,793 +7%
CSPIA
204
Cary Street Partners Investment Advisory
Virginia
$3.14M +$164K +3,911 +6%
BTWM
205
Baker Tilly Wealth Management
Wisconsin
$3M +$2.4M +57,152 +402%
CRI
206
Colonial River Investments
Virginia
$2.97M +$2.97M +70,688 New
BWFA
207
Baltimore-Washington Financial Advisors
Maryland
$2.91M -$67K -1,595 -2%
SWP
208
Stratos Wealth Partners
Ohio
$2.89M +$579K +13,781 +25%
AIS
209
American Investment Services
Massachusetts
$2.79M +$14.1K +335 +0.5%
SS
210
Simplicity Solutions
Minnesota
$2.76M -$7.06K -168 -0.3%
BEI
211
Benjamin Edwards Inc
Missouri
$2.75M +$406K +9,670 +17%
AWA
212
Alta Wealth Advisors
Massachusetts
$2.74M +$2.31M +54,992 +543%
RMAM
213
Raab & Moskowitz Asset Management
New Jersey
$2.63M -$20.9K -498 -0.8%
TFA
214
Tranquilli Financial Advisor
New Jersey
$2.61M -$1.14M -27,069 -30%
PWA
215
Peterson Wealth Advisors
Utah
$2.59M -$280K -6,674 -10%
Creative Planning
216
Creative Planning
Kansas
$2.53M +$308K +7,324 +14%
AWA
217
Arete Wealth Advisors
Illinois
$2.5M +$370K +8,784 +17%
CCMG
218
Clark Capital Management Group
Pennsylvania
$2.5M +$2.5M +59,400 New
IWP
219
IAG Wealth Partners
Wisconsin
$2.46M +$105K +2,497 +4%
PIFP
220
Partners in Financial Planning
Virginia
$2.44M +$119K +2,890 +5%
BCI
221
Brinker Capital Investments
Pennsylvania
$2.38M -$21.9M -521,432 -90%
PIA
222
Perennial Investment Advisors
California
$2.37M +$6.04K +144 +0.3%
AAS
223
Avantax Advisory Services
Texas
$2.36M +$337K +8,033 +17%
WCA
224
Waypoint Capital Advisors
Minnesota
$2.33M +$2.33M +55,382 New
VWA
225
Visionary Wealth Advisors
Illinois
$2.27M +$30.3K +721 +1%
7 8
9
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