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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.8B 47,559,683 +6,757,036 +17%
HC
2
Hamilton Capital
Ohio
$472M 12,465,153 +4,178,089 +50%
VA
3
Valmark Advisers
Ohio
$304M 8,011,925 -129,050 -2%
Franklin Resources
4
Franklin Resources
California
$278M 7,335,791 +3,524,916 +92%
LPL Financial
5
LPL Financial
California
$265M 6,989,857 +980,045 +16%
DCM
6
Dupont Capital Management
Delaware
$257M 6,789,338 -3,305,434 -33%
AF
7
Allworth Financial
California
$235M 6,191,834 +438,778 +8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$234M 6,166,465 +3,912,913 +174%
Morgan Stanley
9
Morgan Stanley
New York
$213M 5,608,017 +883,325 +19%
Bank of America
10
Bank of America
North Carolina
$208M 5,492,672 +856,057 +18%
SW
11
SVB Wealth
Massachusetts
$133M 3,521,797 +3,513,480 +42,245%
Osaic Holdings
12
Osaic Holdings
Arizona
$129M 3,390,678 +2,115,500 +166%
HI
13
Horizon Investments
North Carolina
$128M 3,381,443 +3,381,443 New
AIA
14
Angeles Investment Advisors
California
$125M 3,297,800 +3,297,800 New
AA
15
Alesco Advisors
New York
$119M 3,144,963 +33,040 +1%
UBS Group
16
UBS Group
Switzerland
$115M 3,037,304 +600,953 +25%
NAS
17
Nicolet Advisory Services
Wisconsin
$112M 2,960,375 -147,770 -5%
NP
18
NorthRock Partners
Minnesota
$105M 2,774,542 +181,903 +7%
Stifel Financial
19
Stifel Financial
Missouri
$101M 2,676,623 -562,403 -17%
EH
20
Equitable Holdings
New York
$74.9M 1,976,600 +762,360 +63%
GI
21
Gradient Investments
Minnesota
$72.3M 1,908,093 -478,390 -20%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$72.3M 1,907,323 +1,899,156 +23,254%
TAIM
23
TD Ameritrade Investment Management
Nebraska
$70.5M 2,048,543 – –
AA
24
Advisory Alpha
Michigan
$68.2M 1,800,746 +213,070 +13%
PI
25
PFS Investments
Georgia
$66.4M 1,751,481 -311,433 -15%
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