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.

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 %
CA
51
CoreCap Advisors
Michigan
$40.3M -$769K -18,422 -2%
PAG
52
Private Advisor Group
New Jersey
$39.6M +$13.5M +322,643 +52%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$38.9M +$4.28M +102,589 +12%
FFS
54
Founders Financial Securities
Maryland
$38.9M +$307K +7,343 +0.8%
EF
55
Empowered Funds
Pennsylvania
$38.8M +$38.8M +929,146 New
AIA
56
Alera Investment Advisors
Illinois
$38.3M -$1.27M -30,395 -3%
BFEC
57
Benjamin F. Edwards & Company
Missouri
$37.7M -$15.2M -363,319 -29%
RWM
58
Reston Wealth Management
Virginia
$37.6M -$295K -7,076 -0.8%
WH
59
Whitcomb & Hess
Ohio
$36.8M +$1.16M +27,883 +3%
KA
60
Klingman & Associates
New York
$36.6M +$8.33M +199,469 +29%
MWPCG
61
Measured Wealth Private Client Group
New Hampshire
$36.1M -$798K -19,110 -2%
MIAN
62
Mariner Independent Advisor Network
Kansas
$35.9M +$10.3M +247,176 +40%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$35.2M -$2.56M -61,144 -7%
Prudential Financial
64
Prudential Financial
New Jersey
$34.3M +$34.3M +821,858 New
CFG
65
Compton Financial Group
Maryland
$33.1M -$4.68M -112,144 -12%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$30.9M +$1.07M +25,692 +4%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$30.8M +$12.5M +298,579 +68%
FFG
68
Ford Financial Group
California
$30.4M +$1.2M +28,630 +4%
FNT
69
First National Trust
Pennsylvania
$30.4M +$3.25M +77,788 +12%
WCAMG
70
Woodard & Company Asset Management Group
North Carolina
$30.1M -$294K -7,045 -1%
IWA
71
Inspirion Wealth Advisors
Illinois
$29.4M -$1.52M -36,287 -5%
AWM
72
Altium Wealth Management
New York
$28.6M +$1.65M +39,515 +6%
JPMPWA
73
J.P. Morgan Private Wealth Advisors
California
$28.5M -$466K -11,173 -2%
SFM
74
Signet Financial Management
New Jersey
$26.3M +$1.88M +44,957 +8%
CWA
75
Choice Wealth Advisors
Maine
$25.7M -$1.5M -35,986 -6%
1 2
3
4 5