SPYV icon

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 %
MAM
501
Meeder Asset Management
Ohio
$200K – – –
FWM
502
ForthRight Wealth Management
Georgia
$200K +$200K +4,785 New
CWP
503
Concord Wealth Partners
Virginia
$186K -$2.42K -58 -1%
JFGIW
504
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$183K -$51.9K -1,243 -22%
AWM
505
Accel Wealth Management
Iowa
$180K +$16.8K +399 +10%
WCG
506
Wall Capital Group
Arizona
$180K +$180K +4,315 New
GI
507
Gradient Investments
Minnesota
$167K -$123K -2,957 -43%
US Bancorp
508
US Bancorp
Minnesota
$166K -$36.2K -865 -18%
JWA
509
JFS Wealth Advisors
Pennsylvania
$155K +$137K +3,300 +782%
PP
510
PrairieView Partners
Minnesota
$141K – – –
PNC Financial Services Group
511
PNC Financial Services Group
Pennsylvania
$140K – – –
IA
512
IndexIQ Advisors
New York
$136K -$156K -3,731 -53%
OIA
513
Optimum Investment Advisors
Illinois
$134K – – –
EWM
514
Evermay Wealth Management
Virginia
$133K +$133K +3,179 New
WWM
515
Wagner Wealth Management
South Carolina
$128K +$64.3K +1,529 +101%
PB
516
Pinnacle Bancorp
Nebraska
$126K +$75.8K +1,818 +151%
ODG
517
O'Dell Group
Ohio
$114K +$499 +12 +0.4%
TFGT
518
TS Financial Group (TSFG)
Illinois
$101K +$166 +4 +0.2%
Toronto Dominion Bank
519
Toronto Dominion Bank
Ontario, Canada
$98K – – –
COCM
520
Charter Oak Capital Management
New Hampshire
$95K +$95K +2,271 New
EW
521
Element Wealth
Mississippi
$85K – – –
FCFS
522
First Command Financial Services
Texas
$72K +$72K +1,733 New
FCB
523
First Command Bank
Texas
$72K +$72K +1,733 New
TFS
524
TrustCore Financial Services
Tennessee
$70K +$61.3K +1,474 +705%
NL
525
NVWM LLC
Pennsylvania
$61K -$24.4K -584 -29%
19 20
21
22 23