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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
Bank of America
North Carolina
$860M
2
SW
SVB Wealth
Massachusetts
$190M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$132M
4
LPL Financial
LPL Financial
California
$518M
5
3AM
3EDGE Asset Management
Florida
$77M

Top Sellers

1
RC
RegentAtlantic Capital
New Jersey
$44.9M
2
BCM
Brookstone Capital Management
Illinois
$55.2M
3
CP
Castleview Partners
Texas
$732K
4
Stifel Financial
Stifel Financial
Missouri
$89M
5
GAG
Goodman Advisory Group
Massachusetts
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Street
126
State Street
Massachusetts
$10.5M -$632K -15,147 -6%
UCFA
127
United Capital Financial Advisors
Texas
$10.3M -$390K -9,348 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
128
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.3M +$10.3M +246,300 New
LFAS
129
Level Four Advisory Services
Texas
$9.96M -$1.05M -25,049 -9%
VLC
130
Van Leeuwen & Company
New Jersey
$9.78M +$9.78M +234,314 New
SFG
131
StrategIQ Financial Group
Indiana
$9.39M +$333K +7,964 +4%
1WM
132
1900 Wealth Management
Texas
$9.34M +$2.69M +64,440 +40%
WAOI
133
Wealth Advisors of Iowa
Iowa
$9.26M +$9.26M +221,734 New
IA
134
IFP Advisors
Florida
$9.12M +$5.84M +195,569 +178%
Baird Financial Group
135
Baird Financial Group
Wisconsin
$9.07M +$917K +21,971 +11%
WI
136
WrapManager Inc
California
$9.05M -$119K -2,852 -1%
VCP
137
Verus Capital Partners
Arizona
$8.58M +$8.58M +214,840 New
Truist Financial
138
Truist Financial
North Carolina
$8.53M +$216K +5,181 +3%
WAS
139
Winch Advisory Services
Wisconsin
$8.39M -$155K -3,711 -2%
KWM
140
Kingsview Wealth Management
Oregon
$8.19M -$505K -12,094 -6%
GWM
141
Geneos Wealth Management
Colorado
$8.14M +$389K +9,315 +5%
EFL
142
ERn Financial LLC
Wisconsin
$8.1M -$375K -8,974 -4%
CS
143
Credit Suisse
Switzerland
$8.02M +$7.65M +183,312 +2,080%
MWM
144
Meridian Wealth Management
Kentucky
$7.97M +$110K +2,624 +1%
WFPG
145
Waller Financial Planning Group
Ohio
$7.89M -$81.7K -1,956 -1%
FLPIM
146
F.L. Putnam Investment Management
Massachusetts
$7.86M +$6.15M +147,373 +362%
HA
147
Hofer & Associates
California
$7.83M +$180K +4,301 +2%
FFC
148
Fure Financial Corporation
Minnesota
$7.77M +$7.77M +186,017 New
JSL
149
JT Stratford LLC
Georgia
$7.56M +$1.13M +27,015 +18%
PFG
150
Pacific Financial Group
Washington
$7.41M -$614K -14,717 -8%
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