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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 %
VRM
526
Vectors Research Management
New York
$60K – – –
FFWM
527
Future Financial Wealth Management
Ohio
$54K – – –
ACA
528
Atlas Capital Advisors
Wyoming
$52.4K – – –
CFG
529
Claremont Financial Group
California
$52K +$52K +1,250 New
BW
530
Bison Wealth
Georgia
$50K – – –
PWMG
531
Prestige Wealth Management Group
New Jersey
$50K – – –
HF
532
Halpern Financial
Virginia
$44.5K – – –
ADL
533
Asset Dedication LLC
California
$44K – – –
TIM
534
Tortoise Investment Management
New York
$44K – – –
DI
535
Disciplined Investments
Oklahoma
$42K – – –
GWS
536
Glassman Wealth Services
Virginia
$41K – – –
Optiver Holding
537
Optiver Holding
Netherlands
$40K +$9.32K +224 +30%
First Manhattan
538
First Manhattan
New York
$40K +$40K +973 New
PMFA
539
Plante Moran Financial Advisors
Michigan
$39K – – –
CDIA
540
Capital Directions Investment Advisors
Georgia
$37K +$37K +886 New
HWMA
541
Heritage Wealth Management (Arizona)
Arizona
$37K +$37K +896 New
CWC
542
Carolinas Wealth Consulting
North Carolina
$36K +$36K +865 New
HFM
543
Hartford Financial Management
Connecticut
$33K – – –
LWCFA
544
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33K +$33K +784 New
CAL
545
Capital Analysts LLC
Pennsylvania
$32K +$28.3K +682 +775%
FDCDDQ
546
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.9K – – –
CHC
547
City Holding Co
West Virginia
$29K – – –
WA
548
Win Advisors
Florida
$29K +$29K +689 New
CFB
549
Cullen/Frost Bankers
Texas
$28K – – –
LF
550
Lee Financial
Texas
$27K +$2.42K +58 +10%
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