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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
1
Bank of America
North Carolina
$860M
2
SW
2
SVB Wealth
Massachusetts
$190M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$132M
4
LPL Financial
4
LPL Financial
California
$518M
5
3AM
5
3EDGE Asset Management
Florida
$77M

Top Sellers

1
RC
1
RegentAtlantic Capital
New Jersey
$44.9M
2
BCM
2
Brookstone Capital Management
Illinois
$55.2M
3
CP
3
Castleview Partners
Texas
$732K
4
Stifel Financial
4
Stifel Financial
Missouri
$89M
5
GAG
5
Goodman Advisory Group
Massachusetts
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
451
Ballast Inc
Kentucky
$327K -$5.41K -130 -2%
EFG
452
Erickson Financial Group
Pennsylvania
$326K – – –
GAM
453
Grandview Asset Management
Pennsylvania
$326K +$33.5K +802 +11%
IP
454
Investment Partners
Ohio
$325K +$8.74K +209 +3%
KA
455
Kovack Advisors
Florida
$321K +$321K +7,705 New
EE
456
EWG Elevate
California
$318K -$779K -18,661 -71%
TCM
457
Tradewinds Capital Management
Washington
$315K -$626 -15 -0.2%
ACWM
458
Adams Chetwood Wealth Management
North Carolina
$314K +$314K +7,527 New
BA
459
Bridge Advisory
California
$313K +$51.6K +1,234 +20%
TCMP
460
Thrive Capital Management (Pennsylvania)
Pennsylvania
$305K -$10.8K -259 -3%
DWM
461
Drive Wealth Management
Utah
$305K +$38.9K +933 +15%
TIM
462
Thompson Investment Management
Wisconsin
$304K -$14.5K -348 -5%
IFPL
463
Investments & Financial Planning LLC
Kentucky
$299K +$584 +14 +0.2%
AA
464
Ancora Advisors
Ohio
$299K +$299K +7,168 New
SHJ
465
Sharkey, Howes & Javer
Colorado
$296K – – –
ST
466
Somerset Trust
Pennsylvania
$294K – – –
IGWM
467
ICA Group Wealth Management
Colorado
$290K +$290K +7,222 New
AR
468
Apeiron RIA
Texas
$287K – – –
CWM
469
Cahaba Wealth Management
Georgia
$284K +$1.23K +31 +0.4%
OPA
470
Old Port Advisors
Maine
$281K +$42.1K +1,005 +18%
CGFA
471
Colton Groome Financial Advisors
North Carolina
$274K -$49.5K -1,186 -15%
FPOC
472
Financial Planners of Cleveland
Ohio
$273K -$171K -4,101 -39%
GC
473
Grimes & Company
Massachusetts
$273K -$2.25K -54 -0.8%
DAS
474
Dynamic Advisor Solutions
Arizona
$268K +$51.5K +1,234 +24%
ST
475
Smithfield Trust
Pennsylvania
$267K +$100K +2,400 +60%
17 18
19
20 21