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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.

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 %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$79.6M +$3.86M +92,385 +5%
AI
27
Accredited Investors
Minnesota
$77.3M +$1.23M +29,544 +2%
3AM
28
3EDGE Asset Management
Florida
$77M +$77M +1,843,273 New
AWM
29
AE Wealth Management
Kansas
$76.3M +$3.19M +76,522 +4%
ACM
30
AlphaStar Capital Management
North Carolina
$73.8M +$48.7M +1,166,827 +195%
CWM
31
Connecticut Wealth Management
Connecticut
$63.4M +$5.48M +131,321 +9%
EWA
32
ERTS Wealth Advisors
Michigan
$59.1M -$1.7M -40,765 -3%
Wells Fargo
33
Wells Fargo
California
$59.1M +$17M +407,985 +41%
KW
34
KWB Wealth
California
$57M -$153K -3,650 -0.3%
BlackRock
35
BlackRock
New York
$55.6M -$2.99M -71,556 -5%
BCM
36
Brookstone Capital Management
Illinois
$55.2M -$44.9M -1,078,120 -45%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$53.8M +$1.2M +28,666 +2%
AWM
38
Angeles Wealth Management
California
$53.2M +$53.2M +1,273,162 New
Ameriprise
39
Ameriprise
Minnesota
$52.8M +$13.1M +318,844 +33%
Betterment LLC
40
Betterment LLC
New York
$52.6M +$17.3M +414,165 +49%
HighTower Advisors
41
HighTower Advisors
Illinois
$52.2M +$2.68M +64,187 +5%
NA
42
Nottingham Advisors
New York
$50.1M +$994K +23,801 +2%
ONB
43
Old National Bancorp
Indiana
$48.2M +$2.18M +52,262 +5%
MFG
44
Magnus Financial Group
New York
$47.2M +$2.63M +63,014 +6%
TVAMP
45
Tennessee Valley Asset Management Partners
Tennessee
$47.1M +$1.62M +38,854 +4%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$45.5M -$4.79M -114,735 -10%
RC
47
RegentAtlantic Capital
New Jersey
$44.9M -$74.3M -1,780,129 -62%
IWM
48
IHT Wealth Management
Illinois
$44.4M +$21.5M +515,717 +94%
NEWAS
49
N.E.W. Advisory Services
Wisconsin
$43.8M -$6.57M -173,407 -13%
NB
50
Nicolet Bankshares
Wisconsin
$42.7M +$1.05M +25,138 +3%
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