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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 %
AO
426
Advisor OS
Illinois
$398K +$418 +10 +0.1%
GIA
427
Gladstone Institutional Advisory
Florida
$398K +$86.6K +2,075 +28%
MCM
428
MAI Capital Management
Ohio
$397K +$23.6K +566 +6%
HVIA
429
Hudson Valley Investment Advisors
New York
$394K +$28.6K +685 +8%
PFM
430
Phillips Financial Management
Indiana
$387K +$387K +9,270 New
BBPWM
431
Blue Bell Private Wealth Management
Pennsylvania
$385K -$1.42K -34 -0.4%
BSW
432
Buckingham Strategic Wealth
Missouri
$381K +$86.1K +2,061 +29%
CA
433
Clearstead Advisors
Ohio
$380K -$218K -5,220 -36%
RWM
434
Rockwood Wealth Management
Pennsylvania
$380K -$67.7K -1,622 -15%
CIC
435
Carnegie Investment Counsel
Ohio
$379K +$7.65K +183 +2%
S
436
SignatureFD
Georgia
$379K +$351K +8,407 +1,240%
MA
437
Mutual Advisors
Nebraska
$374K +$167 +4 +0%
QPWM
438
Quadrant Private Wealth Management
Pennsylvania
$372K -$26.8K -641 -7%
FAM
439
Formidable Asset Management
Ohio
$371K – – –
AF
440
Arrow Financial
New York
$360K -$102K -2,435 -22%
CCMG
441
Clark Capital Management Group
Pennsylvania
$356K -$2.12M -50,863 -86%
B
442
Bensler
Washington
$353K +$353K +8,462 New
Lido Advisors
443
Lido Advisors
California
$353K -$93.9K -2,253 -21%
WP
444
WealthSource Partners
California
$350K – – –
VCM
445
Vivaldi Capital Management
Illinois
$342K +$4.12K +105 +1%
W
446
WorthPointe
California
$333K -$161K -3,861 -33%
MFG
447
Merit Financial Group
Georgia
$333K -$18K -430 -5%
EWA
448
Exencial Wealth Advisors
Oklahoma
$329K +$2.09K +50 +0.6%
CL
449
Choreo LLC
Illinois
$328K – – –
CAMG
450
CWA Asset Management Group
Florida
$328K +$328K +7,864 New
16 17
18
19 20