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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

589 hedge funds and large institutions have $11.9B invested in SPDR Portfolio S&P 500 Value ETF in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 260 increasing their positions, 172 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
589
Holders Change
+35
Holders Change %
+6.32%
% of All Funds
9.32%
Holding in Top 10
101
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+21.69%
% of All Funds
1.6%
New
91
Increased
260
Reduced
172
Closed
48
Calls
$4.74M
Puts
$1.04M
Net Calls
+$3.7M
Net Calls Change
+$1.17M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$645M
2
SW
SVB Wealth
Massachusetts
+$189M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$88.2M
4
LPL Financial
LPL Financial
California
+$86.4M
5
3AM
3EDGE Asset Management
Florida
+$77M

Top Sellers

1
RC
RegentAtlantic Capital
New Jersey
-$74.3M
2
BCM
Brookstone Capital Management
Illinois
-$44.9M
3
CP
Castleview Partners
Texas
-$29.7M
4
Stifel Financial
Stifel Financial
Missouri
-$29.7M
5
GAG
Goodman Advisory Group
Massachusetts
-$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
226
Southport Capital Management
Tennessee
$3.08M -$5.39M -129,222 -64%
CIM
227
Corda Investment Management
Texas
$3.02M -$230K -5,504 -7%
Creative Planning
228
Creative Planning
Kansas
$3.01M +$487K +11,672 +19%
WAP
229
Wealthcare Advisory Partners
Pennsylvania
$2.99M +$2.18M +52,260 +271%
BWFA
230
Baltimore-Washington Financial Advisors
Maryland
$2.75M +$118K +3,102 +4%
CA
231
Cetera Advisors
Colorado
$2.74M +$2.13M +51,002 +347%
GRP
232
Global Retirement Partners
California
$2.66M +$2.66M +67,925 New
GLA
233
Good Life Advisors
Pennsylvania
$2.66M +$2M +48,000 +308%
RMAM
234
Raab & Moskowitz Asset Management
New Jersey
$2.62M +$3.76K +90 +0.1%
AWM
235
Aprio Wealth Management
Georgia
$2.59M +$2.59M +61,964 New
PIA
236
Perennial Investment Advisors
California
$2.57M +$215K +5,144 +9%
First Trust Advisors
237
First Trust Advisors
Illinois
$2.53M +$2.53M +60,672 New
AWA
238
Arete Wealth Advisors
Illinois
$2.48M +$6.76K +162 +0.3%
PIFP
239
Partners in Financial Planning
Virginia
$2.4M -$37K -904 -2%
WCA
240
Waypoint Capital Advisors
Minnesota
$2.31M -$2.17K -52 -0.1%
IWP
241
IAG Wealth Partners
Wisconsin
$2.28M -$157K -3,755 -6%
IWC
242
Integrated Wealth Concepts
Massachusetts
$2.24M +$672K +16,099 +43%
1SB
243
1ST Source Bank
Indiana
$2.23M +$140K +3,354 +7%
BTWM
244
Baker Tilly Wealth Management
Wisconsin
$2.23M -$747K -17,901 -25%
CAM
245
Cozad Asset Management
Illinois
$2.21M +$67.2K +1,610 +3%
SWP
246
Stratos Wealth Partners
Ohio
$2.2M -$672K -16,088 -23%
RWMH
247
Riverpoint Wealth Management Holdings
Illinois
$2.2M +$6.89K +165 +0.3%
OIA
248
OneDigital Investment Advisors
Kansas
$2.17M +$9.1K +218 +0.4%
AIS
249
American Investment Services
Massachusetts
$2.16M -$605K -14,490 -22%
SS
250
Simplicity Solutions
Minnesota
$2.13M -$608K -14,566 -22%
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