State Street SPDR Portfolio S&P 500 Value ETF
SPYV
554 hedge funds and large institutions have $10.4B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2021 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 263 increasing their positions, 114 reducing their positions, and 35 closing their positions.
314% more call options, than puts
Call options by funds: $3.32M | Put options by funds: $802K
234% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 35
131% more repeat investments, than reductions
Existing positions increased: 263 | Existing positions reduced: 114
20% more funds holding in top 10
Funds holding in top 10: 69 → 83 (+14)
15% more funds holding
Funds holding: 480 → 554 (+74)
7% more capital invested
Capital invested by funds: $9.72B → $10.4B (+$650M)
0.69% more ownership
Funds ownership: 79.46% → 80.16% (+0.69%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$157M |
| 2 |
Morgan Stanley
New York
|
+$67.6M |
| 3 |
EWA
ERTS Wealth Advisors
Marquette,
Michigan
|
+$59.1M |
| 4 |
LPL Financial
San Diego,
California
|
+$30.6M |
| 5 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
+$29.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$538M |
| 2 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$164M |
| 3 |
AssetMark Inc
Concord,
California
|
-$89.3M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$21.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$20.7M |
SPYV Hedge Fund Activity: Q4 2021 in Review
554 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q4 2021, worth a combined $10.4B — up 6.7% from $9.72B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new SPYV positions and 35 closed out — a net gain of 82 holders — while 263 added to existing stakes and 114 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $157M. The largest seller was Bank of America, cutting an estimated $538M.
- 554 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q4 2021, up from 480 in Q3 2021.
- Funds reported $10.4B of State Street SPDR Portfolio S&P 500 Value ETF stock for Q4 2021, up 6.7% quarter-over-quarter.
- 117 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q4 2021 and 35 closed out, a net change of +82 holders.
- The largest State Street SPDR Portfolio S&P 500 Value ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $157M added.
- The largest State Street SPDR Portfolio S&P 500 Value ETF seller in Q4 2021 was Bank of America, an estimated $538M sold.
Based on aggregated 13F filings for Q4 2021.