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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.

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
1
Weitzel Financial Services
Iowa
$686M
2
Bank of America
2
Bank of America
North Carolina
$818M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$2.05B
4
HI
4
Horizon Investments
North Carolina
$211M
5
RC
5
RegentAtlantic Capital
New Jersey
$105M

Top Sellers

1
DCM
1
Dupont Capital Management
Delaware
$136M
2
Franklin Resources
2
Franklin Resources
California
$169M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$68.2M
4
GWM
4
Geneos Wealth Management
Colorado
$5.86M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$192M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.05B 51,843,738 +4,284,055 +9%
Bank of America
2
Bank of America
North Carolina
$818M 20,683,205 +15,190,533 +277%
WFS
3
Weitzel Financial Services
Iowa
$686M 37,218,060 +36,881,715 +10,965%
HC
4
Hamilton Capital
Ohio
$511M 12,934,594 +469,441 +4%
LPL Financial
5
LPL Financial
California
$320M 8,102,882 +1,113,025 +16%
VA
6
Valmark Advisers
Ohio
$318M 8,038,307 +26,382 +0.3%
AF
7
Allworth Financial
California
$265M 6,709,859 +518,025 +8%
Morgan Stanley
8
Morgan Stanley
New York
$237M 6,000,698 +392,681 +7%
HI
9
Horizon Investments
North Carolina
$211M 5,339,396 +1,957,953 +58%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$192M 4,866,122 -1,300,343 -21%
AIA
11
Angeles Investment Advisors
California
$174M 4,405,527 +1,107,727 +34%
Franklin Resources
12
Franklin Resources
California
$169M 4,284,864 -3,050,927 -42%
SW
13
SVB Wealth
Massachusetts
$159M 4,021,697 +499,900 +14%
UBS Group
14
UBS Group
Switzerland
$148M 3,749,036 +711,732 +23%
DCM
15
Dupont Capital Management
Delaware
$136M 3,446,846 -3,342,492 -49%
AA
16
Alesco Advisors
New York
$125M 3,162,106 +17,143 +0.5%
NAS
17
Nicolet Advisory Services
Wisconsin
$120M 3,028,355 +67,980 +2%
EH
18
Equitable Holdings
New York
$112M 2,839,970 +863,370 +44%
NP
19
NorthRock Partners
Minnesota
$112M 2,834,238 +59,696 +2%
Stifel Financial
20
Stifel Financial
Missouri
$107M 2,716,252 +39,629 +1%
RC
21
RegentAtlantic Capital
New Jersey
$105M 2,662,343 +1,843,182 +225%
PI
22
PFS Investments
Georgia
$94M 2,361,085 +609,604 +35%
TAIM
23
TD Ameritrade Investment Management
Nebraska
$88.2M 2,230,363 +181,820 +9%
GI
24
Gradient Investments
Minnesota
$81.6M 2,064,819 +156,726 +8%
AA
25
Advisory Alpha
Michigan
$77M 1,946,509 +145,763 +8%
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