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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 %
VC
101
Vicus Capital
Pennsylvania
$16.5M +$1.54M +36,807 +10%
OCM
102
One Capital Management
California
$16M -$1.28M -30,651 -7%
AWM
103
Avior Wealth Management
Nebraska
$15.3M +$1.49M +35,733 +11%
Allspring Global Investments
104
Allspring Global Investments
North Carolina
$15.1M -$1.55M -37,224 -9%
DI
105
Diligent Investors
California
$14.8M +$1.24M +29,815 +9%
FWM
106
Foresight Wealth Management
Utah
$14.8M +$18.4K +441 +0.1%
HGWM
107
Harvest Group Wealth Management
Massachusetts
$14.4M +$14.4M +345,623 New
HG
108
Harbor Group
New Hampshire
$14.3M +$133K +3,185 +0.9%
AssetMark Inc
109
AssetMark Inc
California
$14.3M +$14.1M +337,785 +9,112%
TFA
110
TPG Financial Advisors
Oregon
$14.1M -$90K -2,155 -0.6%
BC
111
Burney Company
Virginia
$13.6M +$1.84M +44,037 +16%
NL
112
Navalign LLC
California
$13.5M +$736K +18,271 +6%
MPM
113
Meritage Portfolio Management
Kansas
$12.9M -$44.2K -1,058 -0.3%
CF
114
Convergence Financial
Missouri
$12.9M +$1.04M +24,852 +9%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$12.6M +$10.6M +254,207 +538%
HFS
116
Horizon Financial Services
North Carolina
$12.3M -$62.4K -1,494 -0.5%
CWM
117
CarsonAllaria Wealth Management
Illinois
$12.2M +$933K +22,339 +8%
RJA
118
Raymond James & Associates
Florida
$11.8M +$3.02M +72,377 +34%
JWS
119
Juncture Wealth Strategies
Arizona
$11.6M -$125K -3,005 -1%
RIM
120
Redwood Investment Management
Arizona
$11.6M -$5.51M -132,086 -32%
PWPS
121
Pinnacle Wealth Planning Services
Ohio
$11M +$919K +22,010 +9%
MML Investors Services
122
MML Investors Services
Massachusetts
$11M +$847K +20,293 +8%
JFA
123
JNBA Financial Advisors
Minnesota
$10.8M -$4.22M -101,195 -28%
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$10.8M +$10.2M +243,677 +1,620%
SFP
125
Strategic Financial Partners
Oregon
$10.7M -$20.6K -493 -0.2%
3 4
5
6 7