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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
$860M
2
SW
SVB Wealth
Massachusetts
$190M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$132M
4
LPL Financial
LPL Financial
California
$518M
5
3AM
3EDGE Asset Management
Florida
$77M

Top Sellers

1
RC
RegentAtlantic Capital
New Jersey
$44.9M
2
BCM
Brookstone Capital Management
Illinois
$55.2M
3
CP
Castleview Partners
Texas
$732K
4
Stifel Financial
Stifel Financial
Missouri
$89M
5
GAG
Goodman Advisory Group
Massachusetts
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
376
Community Bank
New York
$631K -$125K -2,995 -17%
SFA
377
Sequoia Financial Advisors
Ohio
$631K +$631K +15,107 New
RFN
378
Redwood Financial Network
Ohio
$630K +$630K +15,096 New
APA
379
American Portfolios Advisors
New York
$617K +$183K +4,391 +42%
Bank of New York Mellon
380
Bank of New York Mellon
New York
$612K -$223K -5,334 -27%
APWA
381
Atlas Private Wealth Advisors
New Jersey
$612K +$42.4K +1,017 +7%
AFP
382
Ausdal Financial Partners
Iowa
$610K +$232K +5,570 +62%
MFT
383
Moisand Fitzgerald Tamayo
Florida
$601K -$698K -16,705 -54%
AWA
384
Arkadios Wealth Advisors
Georgia
$601K +$1.17K +28 +0.2%
BRWA
385
B. Riley Wealth Advisors
Florida
$599K -$228K -5,436 -28%
CAPTRUST Financial Advisors
386
CAPTRUST Financial Advisors
North Carolina
$596K -$547K -13,100 -48%
SMA
387
Sage Mountain Advisors
Georgia
$586K – – –
DHGWA
388
Dixon Hughes Goodman Wealth Advisors
North Carolina
$582K -$54.2K -1,298 -9%
PPA
389
Parametric Portfolio Associates
Washington
$582K +$582K +13,950 New
BO
390
BRR OpCo
Ohio
$573K +$573K +13,727 New
BMD
391
Better Money Decisions
New Mexico
$559K +$334 +8 +0.1%
HSG
392
Helen Stephens Group
Texas
$559K +$126K +3,012 +29%
CAGAS
393
Capital Advisory Group Advisory Services
Minnesota
$557K +$266K +6,364 +91%
TSWM
394
Tyler-Stone Wealth Management
Ohio
$555K – – –
FPCP
395
Fort Point Capital Partners
California
$547K +$1.63K +39 +0.3%
MOS
396
MGO One Seven
Ohio
$544K -$42 -1 -0%
FWI
397
Facet Wealth Inc
Maryland
$535K +$73K +1,748 +16%
HCWM
398
Harrison & Co Wealth Management
Virginia
$532K +$28.5K +684 +6%
BC
399
Brio Consultants
California
$514K +$3.88K +93 +0.8%
LWANC
400
Laurel Wealth Advisors (North Carolina)
North Carolina
$508K +$303K +7,259 +148%
14 15
16
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