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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 %
PFGIA
176
Patriot Financial Group Insurance Agency
Massachusetts
$5.68M +$206K +4,936 +4%
VA
177
Verdad Advisers
Massachusetts
$5.64M +$5.64M +135,000 New
PAS
178
Park Avenue Securities
New York
$5.61M +$4.16M +99,558 +287%
PC
179
Pecaut & Co
Iowa
$5.54M +$680K +16,293 +14%
RIS
180
Retirement Income Solutions
Michigan
$5.53M +$1M +24,050 +22%
ML
181
McAdam LLC
Pennsylvania
$5.47M +$152K +3,651 +3%
GIA
182
GHP Investment Advisors
Colorado
$5.41M +$44.7K +1,071 +0.8%
SW
183
Signify Wealth
Missouri
$5.35M +$5.35M +128,035 New
FIM
184
Freedom Investment Management
Connecticut
$5.32M -$431K -10,334 -8%
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$5.25M +$782K +18,739 +17%
EFS
186
Econ Financial Services
Pennsylvania
$5.23M +$941K +22,534 +22%
ICG
187
InterOcean Capital Group
Tennessee
$5.21M +$448K +10,726 +9%
LWAC
188
Laurel Wealth Advisors (California)
California
$5.11M -$333K -7,972 -6%
IWN
189
Independent Wealth Network
Iowa
$5.07M +$160K +3,826 +3%
MW
190
Marcum Wealth
Ohio
$4.95M -$519K -12,432 -9%
SAM
191
Securian Asset Management
Minnesota
$4.9M -$150K -3,600 -3%
Koshinski Asset Management
192
Koshinski Asset Management
Illinois
$4.73M +$210K +5,040 +5%
SWM
193
Spire Wealth Management
Virginia
$4.73M +$421K +10,078 +10%
AWS
194
Atria Wealth Solutions
New York
$4.72M +$4.72M +113,131 New
FC
195
Financial Council
Maryland
$4.72M +$606K +14,516 +15%
OAM
196
Occidental Asset Management
California
$4.46M +$21K +502 +0.5%
PWG
197
Private Wealth Group
Florida
$4.46M +$622K +14,889 +16%
CF
198
Centaurus Financial
California
$4.43M +$177K +4,250 +4%
WFA
199
Wells Financial Advisors
Massachusetts
$4.41M +$350K +8,386 +9%
KFI
200
Key Financial Inc
Pennsylvania
$4.36M +$847K +20,289 +24%
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