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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 %
OWA
276
Opal Wealth Advisors
New York
$1.49M +$109K +2,612 +8%
PFS
277
Prospera Financial Services
Texas
$1.49M +$1.49M +35,570 New
CWM
278
Cordatus Wealth Management
Pennsylvania
$1.49M +$1.49M +35,570 New
EGA
279
E&G Advisors
Texas
$1.47M -$1.5K -36 -0.1%
Cetera Investment Advisers
280
Cetera Investment Advisers
Illinois
$1.47M +$286K +6,849 +24%
AWM
281
Axxcess Wealth Management
California
$1.47M +$1.07M +25,561 +268%
HGERS
282
Householder Group Estate & Retirement Specialist
Arizona
$1.46M +$1.46M +34,921 New
EWA
283
Encompass Wealth Advisors
Oregon
$1.45M +$25.1K +600 +2%
FTUS
284
Flow Traders U.S.
New York
$1.44M +$1.44M +34,532 New
AMG
285
Asset Management Group
Connecticut
$1.44M +$614K +14,716 +75%
JPMorgan Chase & Co
286
JPMorgan Chase & Co
New York
$1.41M +$387K +9,258 +38%
IFA
287
Index Fund Advisors
California
$1.4M -$45.2K -1,084 -3%
TFA
288
Teamwork Financial Advisors
Texas
$1.4M +$408K +9,768 +41%
SCA
289
Snowden Capital Advisors
New York
$1.39M +$311K +7,440 +29%
CFD
290
Creative Financial Designs
Indiana
$1.38M +$1.18M +28,219 +584%
Citadel Advisors
291
Citadel Advisors
Florida
$1.36M +$1.36M +32,492 New
SPC
292
Sigma Planning Corp
Michigan
$1.35M -$8.85K -212 -0.7%
LF
293
Lantz Financial
Illinois
$1.33M -$175K -4,192 -12%
HWM
294
Howard Wealth Management
Connecticut
$1.33M -$111K -2,653 -8%
GKWIM
295
Gerber Kawasaki Wealth & Investment Management
California
$1.32M +$459K +10,994 +53%
DA
296
Doliver Advisors
Texas
$1.31M +$1.31M +31,477 New
USCWA
297
U.S. Capital Wealth Advisors
Texas
$1.3M -$12.5K -299 -0.9%
CSPAM
298
Cary Street Partners Asset Management
Virginia
$1.3M -$33.9K -813 -3%
SPIA
299
Steward Partners Investment Advisory
New York
$1.3M +$366K +8,778 +39%
RCAG
300
Rehmann Capital Advisory Group
Michigan
$1.29M +$16.8K +403 +1%
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