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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 %
HFS
576
Hantz Financial Services
Michigan
$3K -$1.95K -39 -39%
RG
577
Retirement Group
California
$3K – – –
WWM
578
Wolff Wiese Magana
California
$3K – – –
FGAM
579
Financial Gravity Asset Management
Texas
$2.37K -$397 -5,157 -14%
FP
580
Financial Perspectives
Minnesota
$2.26K – – –
CAAS
581
Capital Asset Advisory Services
Michigan
$2K +$256 +5 +15%
Bank of Montreal
582
Bank of Montreal
Ontario, Canada
$2K +$2K +50 New
PAG
583
Paladin Advisory Group
Iowa
$2K +$2K +61 New
TRCT
584
Tower Research Capital (TRC)
New York
$1K +$1K +17 New
OSAM
585
O'Shaughnessy Asset Management
Connecticut
$1K +$1K +27 New
TF
586
Tompkins Financial
New York
$1K +$1K +35 New
CIAS
587
CFS Investment Advisory Services
New Jersey
$1K +$1K +45,967 New
WIM
588
Westside Investment Management
California
$78 -$6 -153 -8%
DCM
589
Dupont Capital Management
Delaware
– -$17.7M -422,298 Closed
ARC
590
Advisor Resource Council
Texas
– -$16.9M -403,100 Closed
Renaissance Technologies
591
Renaissance Technologies
New York
– -$4.75M -113,200 Closed
GB
592
Gunma Bank
Japan
– -$2.1M -50,000 Closed
AIA
593
Acute Investment Advisory
Arizona
– -$1.97M -46,986 Closed
SWM
594
SFG Wealth Management
Maryland
– -$1.96M -46,620 Closed
MDCM
595
Morgan Dempsey Capital Management
Wisconsin
– -$1.76M -41,801 Closed
FTS
596
Fifth Third Securities
Ohio
– -$1.21M -28,692 Closed
SFS
597
Sowell Financial Services
Arkansas
– -$925K -22,020 Closed
Simplex Trading
598
Simplex Trading
Illinois
– -$739K -17,605 Closed
YIH
599
Y-Intercept (HK)
Hong Kong
– -$669K -15,929 Closed
CS
600
Capital Square
Tennessee
– -$575K -13,604 Closed
22 23
24
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