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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.

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
1
Financial Engines Advisors
California
$2.16B
2
WJA
2
Willis Johnson & Associates
Texas
$92.3M
3
BCM
3
Brookstone Capital Management
Illinois
$111M
4
AssetMark Inc
4
AssetMark Inc
California
$85.4M
5
LPL Financial
5
LPL Financial
California
$374M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$36.9M
2
AIA
2
Angeles Investment Advisors
California
$34M
3
DCM
3
Dupont Capital Management
Delaware
$4.45M
4
Bank of America
4
Bank of America
North Carolina
$715M
5
GI
5
Gradient Investments
Minnesota
$328K
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.16B 55,472,873 +3,629,135 +7%
Bank of America
2
Bank of America
North Carolina
$715M 18,338,245 -2,344,960 -11%
HC
3
Hamilton Capital
Ohio
$521M 13,354,462 +419,868 +3%
LPL Financial
4
LPL Financial
California
$374M 9,598,300 +1,495,418 +18%
VA
5
Valmark Advisers
Ohio
$318M 8,144,250 +105,943 +1%
AF
6
Allworth Financial
California
$279M 7,149,162 +439,303 +7%
Morgan Stanley
7
Morgan Stanley
New York
$227M 5,819,789 -180,909 -3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$192M 4,926,486 +60,364 +1%
Franklin Resources
9
Franklin Resources
California
$191M 4,904,098 +619,234 +14%
SW
10
SVB Wealth
Massachusetts
$157M 4,033,764 +12,067 +0.3%
UBS Group
11
UBS Group
Switzerland
$155M 3,977,032 +227,996 +6%
HI
12
Horizon Investments
North Carolina
$137M 3,521,760 -1,817,636 -34%
AA
13
Alesco Advisors
New York
$128M 3,275,271 +113,165 +4%
NAS
14
Nicolet Advisory Services
Wisconsin
$126M 3,224,723 +196,368 +6%
EH
15
Equitable Holdings
New York
$119M 3,042,650 +202,680 +7%
NP
16
NorthRock Partners
Minnesota
$112M 2,837,616 +3,378 +0.1%
BCM
17
Brookstone Capital Management
Illinois
$111M 2,807,172 +1,977,874 +238%
Stifel Financial
18
Stifel Financial
Missouri
$109M 2,802,868 +86,616 +3%
RC
19
RegentAtlantic Capital
New Jersey
$109M 2,789,025 +126,682 +5%
PI
20
PFS Investments
Georgia
$93.3M 2,245,769 -115,316 -5%
WJA
21
Willis Johnson & Associates
Texas
$92.3M 2,367,710 +2,367,710 New
AA
22
Advisory Alpha
Michigan
$92.2M 2,363,849 +417,340 +21%
AssetMark Inc
23
AssetMark Inc
California
$85.4M 2,190,906 +1,964,448 +867%
Osaic Holdings
24
Osaic Holdings
Arizona
$78.5M 2,010,038 +288,635 +17%
LFS
25
Lutz Financial Services
Nebraska
$72.2M 1,852,288 +75,832 +4%
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