SPYV icon

SPDR Portfolio S&P 500 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CCWA
401
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$505K +$505K +12,085 New
IA
402
Inspire Advisors
Idaho
$498K +$104K +2,489 +26%
LWM
403
Laidlaw Wealth Management
New York
$494K -$40.9K -979 -8%
BAM
404
Belpointe Asset Management
Nevada
$493K +$40.6K +972 +9%
DCM
405
Donaldson Capital Management
Indiana
$490K +$143K +3,427 +41%
TWM
406
Thrive Wealth Management
Pennsylvania
$486K +$486K +11,646 New
MG
407
Mather Group
Illinois
$485K +$485K +11,619 New
SB
408
Strategic Blueprint
Georgia
$481K +$65.5K +1,570 +16%
ACM
409
Advance Capital Management
Michigan
$463K +$17.7K +425 +4%
DADC
410
D.A. Davidson & Co
Montana
$462K +$462K +11,057 New
CAG
411
Csenge Advisory Group
Florida
$455K +$455K +10,889 New
KIA
412
Kraematon Investment Advisors
Massachusetts
$454K -$12.3K -295 -3%
JWCA
413
J.W. Cole Advisors
Florida
$453K -$27.4K -656 -6%
SEI Investments
414
SEI Investments
Pennsylvania
$448K +$3.22K +77 +0.7%
WSTAM
415
Wilbanks Smith & Thomas Asset Management
Virginia
$442K +$39.1K +978 +10%
FFG
416
Frisch Financial Group
New York
$441K -$70K -1,675 -14%
CG
417
Colony Group
Massachusetts
$435K -$85.2K -2,040 -16%
SWA
418
Stratos Wealth Advisors
Ohio
$434K -$4.44M -106,427 -91%
MSAM
419
Moloney Securities Asset Management
Missouri
$431K -$3.97K -95 -0.9%
WAM
420
Wallington Asset Management
Indiana
$423K -$51.7K -1,240 -11%
LAS
421
Lloyd Advisory Services
Georgia
$423K -$13.7K -328 -3%
FI
422
Financial Insights
Washington
$423K +$169K +4,050 +67%
SIA
423
Soltis Investment Advisors
Utah
$409K +$42.8K +1,025 +12%
FWM
424
Focused Wealth Management
New York
$404K -$459 -11 -0.1%
BBNA
425
Bremer Bank National Association
Minnesota
$400K