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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 %
PWM
251
Peterson Wealth Management
Nevada
$2.05M +$69.2K +1,657 +3%
CAC
252
Certified Advisory Corp
Florida
$2.04M +$295K +7,060 +17%
PWA
253
Peterson Wealth Advisors
Utah
$2.02M -$554K -13,261 -22%
Invesco
254
Invesco
Georgia
$2.01M -$79.1K -1,895 -4%
EWMCB
255
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.97M +$1.97M +47,091 New
BIP
256
Blueprint Investment Partners
North Carolina
$1.96M -$171K -4,089 -8%
Millennium Management
257
Millennium Management
New York
$1.94M +$178K +4,263 +10%
MWM
258
Modera Wealth Management
New Jersey
$1.88M -$38.4K -920 -2%
BA
259
Bristlecone Advisors
Washington
$1.87M -$74.2K -1,776 -4%
BEI
260
Benjamin Edwards Inc
Missouri
$1.87M -$864K -20,688 -32%
VWA
261
Visionary Wealth Advisors
Illinois
$1.84M -$423K -10,128 -19%
EA
262
Eclectic Associates
California
$1.8M -$1.21K -29 -0.1%
WP
263
WealthShield Partners
North Carolina
$1.79M +$1.79M +42,939 New
CRI
264
Colonial River Investments
Virginia
$1.76M -$1.19M -28,490 -40%
MCC
265
Money Concepts Capital
Florida
$1.71M +$1.15M +27,475 +204%
IC
266
Innealta Capital
Texas
$1.7M +$2.38K +57 +0.1%
BCI
267
Brinker Capital Investments
Pennsylvania
$1.7M -$666K -15,953 -28%
HHGC
268
Hunting Hill Global Capital
New York
$1.68M -$3.54M -84,685 -68%
Qube Research & Technologies (QRT)
269
Qube Research & Technologies (QRT)
United Kingdom
$1.62M +$1.62M +38,825 New
CW
270
CreativeOne Wealth
Kansas
$1.58M +$1.58M +37,744 New
KFGK
271
Keystone Financial Group (Kentucky)
Kentucky
$1.56M +$260K +6,230 +20%
Vontobel Holding
272
Vontobel Holding
Switzerland
$1.54M +$1.34M +32,000 +644%
CFG
273
Citizens Financial Group
Rhode Island
$1.54M +$2.59K +62 +0.2%
WWM
274
WJ Wealth Management
Arizona
$1.52M -$14.6K -350 -1%
RIA
275
Regal Investment Advisors
Michigan
$1.49M +$1.28M +30,556 +589%
9 10
11
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