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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.

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 %
FHA
76
Flagship Harbor Advisors
Massachusetts
$25.6M +$19.2M +459,132 +296%
5L
77
55I LLC
Massachusetts
$25.1M -$6.86M -164,229 -21%
RA
78
Riversedge Advisors
Delaware
$24.2M -$683K -16,357 -3%
EDRIA
79
Edmonds Duncan Registered Investment Advisors
Kansas
$24.1M +$341K +8,172 +1%
MD
80
Money Design
Japan
$24M +$438K +10,484 +2%
CIM
81
Confluence Investment Management
Missouri
$22M -$8.34M -199,816 -28%
SWMG
82
Sanchez Wealth Management Group
Florida
$21.7M +$353K +8,445 +2%
AIA
83
Angeles Investment Advisors
California
$21.5M -$15.7M -376,112 -42%
TF
84
TIAA FSB
Florida
$20.9M +$5.17M +123,806 +33%
Mariner
85
Mariner
Kansas
$20.7M +$7.23M +173,167 +54%
GVAG
86
Great Valley Advisor Group
Delaware
$20.5M +$2.5M +59,953 +14%
JCM
87
Jacobi Capital Management
Pennsylvania
$20.3M +$19.8M +473,100 +3,663%
PSUF
88
People's United Financial
Connecticut
$20.1M -$419K -10,034 -2%
DWM
89
Doyle Wealth Management
Florida
$19.5M -$138K -3,315 -0.7%
Goldman Sachs
90
Goldman Sachs
New York
$19.3M +$15.3M +367,643 +393%
PFA
91
Pure Financial Advisors
California
$18.9M -$1.34M -31,984 -7%
WCM
92
Windsor Capital Management
Arizona
$18.9M +$97.1K +2,325 +0.5%
LFG
93
Larson Financial Group
Missouri
$18.9M +$919K +22,009 +5%
RA
94
Rodgers & Associates
Pennsylvania
$18.6M -$249K -5,956 -1%
WWM
95
Western Wealth Management
Colorado
$18.3M +$13.1M +314,828 +254%
CAN
96
Cetera Advisor Networks
California
$17.3M +$3.24M +77,666 +23%
ACA
97
Ackerman Capital Advisors
Texas
$17.2M +$2.56M +61,260 +17%
SA
98
Sunesis Advisors
Kansas
$17M +$17M +408,295 New
EWM
99
Executive Wealth Management
Michigan
$16.7M +$1.57M +37,718 +10%
PWP
100
Personal Wealth Partners
Minnesota
$16.7M +$1.6M +38,435 +11%
2 3
4
5 6