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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 %
WPC
476
White Pine Capital
Minnesota
$259K +$627 +15 +0.2%
BI
477
Berkeley Inc
Idaho
$255K – – –
CA
478
Cambridge Advisors
Nebraska
$254K – – –
SAM
479
SignalPoint Asset Management
Missouri
$250K -$1.55K -37 -0.6%
CW
480
Cook Wealth
North Carolina
$236K – – –
WMS
481
Wealth Management Solutions
Pennsylvania
$236K +$236K +5,662 New
GCP
482
Gill Capital Partners
Colorado
$235K – – –
CWM
483
CCG Wealth Management
California
$232K +$19.8K +473 +9%
OSNBOA
484
Old Second National Bank of Aurora
Illinois
$228K +$4.09K +98 +2%
WCFA
485
Walkner Condon Financial Advisors
Wisconsin
$227K +$227K +5,431 New
TDC
486
Thompson Davis & Co
Virginia
$225K -$20.8K -500 -8%
FNBT
487
FineMark National Bank & Trust
Florida
$223K -$13.7K -328 -6%
BA
488
Ballast Advisors
Minnesota
$220K +$8.99K +215 +4%
VIM
489
Vista Investment Management
Pennsylvania
$220K +$220K +5,262 New
NRI
490
NFP Retirement Inc
California
$212K +$212K +5,088 New
CAN
491
Claraphi Advisory Network
United States
$211K +$211K +5,050 New
FW
492
FirstPurpose Wealth
Utah
$210K -$46.1K -1,107 -18%
MA
493
MONECO Advisors
Connecticut
$209K +$209K +5,008 New
AP
494
Advisor Partners
California
$208K +$208K +4,988 New
GWAG
495
Garrett Wealth Advisory Group
Texas
$207K -$417 -10 -0.2%
CWM
496
Chicago Wealth Management
Illinois
$207K – – –
VNA
497
Valley National Advisers
Pennsylvania
$207K +$25.2K +603 +14%
CCM
498
Condor Capital Management
New Jersey
$206K – – –
ICMP
499
Integrated Capital Management (Pennsylvania)
Pennsylvania
$203K -$19.2K -459 -9%
DI
500
DFPG Investments
Utah
$203K +$203K +4,815 New
18 19
20
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