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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 %
LTL
151
Lowery Thomas LLC
California
$7.36M +$3.22M +77,094 +78%
CI
152
CX Institutional
Indiana
$7.21M -$718K -17,188 -9%
FPIS
153
Financial Planning & Information Services
Wisconsin
$7.13M -$120K -2,868 -2%
SC
154
Savant Capital
Illinois
$7.03M -$112K -2,680 -2%
CC
155
Courier Capital
New York
$6.98M +$290K +6,953 +4%
WFS
156
Weitzel Financial Services
Iowa
$6.9M -$22.1M -529,813 -76%
PA
157
Probity Advisors
Texas
$6.83M -$113K -2,699 -2%
KAS
158
Kestra Advisory Services
Texas
$6.77M +$803K +19,240 +13%
CA
159
CGN Advisors
Kansas
$6.72M +$693K +16,589 +11%
NA
160
NewEdge Advisors
Louisiana
$6.62M +$3.37M +80,656 +104%
OC
161
Oarsman Capital
Wisconsin
$6.49M +$873K +20,905 +16%
SW
162
SkyOak Wealth
Michigan
$6.48M +$83.7K +2,004 +1%
CI
163
Cavalier Investments
Georgia
$6.39M +$1.7M +40,677 +36%
TCFP
164
Treasure Coast Financial Planning
Florida
$6.32M +$937K +22,443 +17%
BFG
165
Barber Financial Group
Kansas
$6.31M -$2.44M -58,444 -28%
GG
166
GenWealth Group
New Jersey
$6.31M +$966K +23,136 +18%
VBFP
167
Valtinson Bruner Financial Planning
Minnesota
$6.14M +$5.9M +141,315 +2,427%
MWA
168
Motive Wealth Advisors
Michigan
$6.08M -$400K -9,575 -6%
GFPC
169
Global Financial Private Client
Florida
$5.93M +$22.4K +535 +0.4%
SA
170
Shilanski & Associates
Alaska
$5.92M +$288K +6,894 +5%
PFG
171
PAX Financial Group
Texas
$5.91M +$105K +2,506 +2%
SW
172
Simplicity Wealth
New Jersey
$5.84M -$5.03M -120,488 -46%
APP
173
Avantax Planning Partners
Iowa
$5.81M +$4.12M +98,689 +244%
CWA
174
Clarus Wealth Advisors
Arizona
$5.74M +$110K +2,640 +2%
SOS
175
Silver Oak Securities
Tennessee
$5.69M +$5.69M +135,371 New
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