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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.49B 59,325,322 +3,852,449 +7%
HC
2
Hamilton Capital
Ohio
$571M 13,594,711 +240,249 +2%
LPL Financial
3
LPL Financial
California
$435M 10,346,984 +748,684 +8%
VA
4
Valmark Advisers
Ohio
$347M 8,258,582 +114,332 +1%
Morgan Stanley
5
Morgan Stanley
New York
$314M 7,476,248 +1,656,459 +28%
AF
6
Allworth Financial
California
$313M 7,452,048 +302,886 +4%
Bank of America
7
Bank of America
North Carolina
$216M 5,151,345 -13,186,900 -72%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$210M 4,993,597 +67,111 +1%
Franklin Resources
9
Franklin Resources
California
$205M 4,892,478 -11,620 -0.2%
UBS Group
10
UBS Group
Switzerland
$172M 4,090,433 +113,401 +3%
HI
11
Horizon Investments
North Carolina
$158M 3,751,468 +229,708 +7%
AA
12
Alesco Advisors
New York
$137M 3,257,163 -18,108 -0.6%
NAS
13
Nicolet Advisory Services
Wisconsin
$135M 3,205,130 -19,593 -0.6%
EH
14
Equitable Holdings
New York
$127M 3,022,470 -20,180 -0.7%
NP
15
NorthRock Partners
Minnesota
$121M 2,886,049 +48,433 +2%
RC
16
RegentAtlantic Capital
New Jersey
$120M 2,854,391 +65,366 +2%
Stifel Financial
17
Stifel Financial
Missouri
$119M 2,841,846 +38,978 +1%
AA
18
Advisory Alpha
Michigan
$118M 2,817,914 +454,065 +19%
WJA
19
Willis Johnson & Associates
Texas
$116M 2,752,585 +384,875 +16%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$106M 2,522,379 +481,206 +24%
BCM
21
Brookstone Capital Management
Illinois
$102M 2,401,709 -405,463 -14%
PI
22
PFS Investments
Georgia
$87.6M 2,085,418 -160,351 -7%
Osaic Holdings
23
Osaic Holdings
Arizona
$85.8M 2,041,732 +31,694 +2%
TC
24
TownSquare Capital
Utah
$80.7M 1,921,222 +171,158 +10%
LFS
25
Lutz Financial Services
Nebraska
$80M 1,905,823 +53,535 +3%
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