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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 %
CWA
201
Centennial Wealth Advisory
Michigan
$4.34M -$76.5K -1,833 -2%
PWM
202
Penobscot Wealth Management
Maine
$4.3M +$4.3M +102,937 New
RTL
203
Red Tortoise LLC
Georgia
$4.22M -$6.1K -146 -0.1%
CFG
204
Cooper Financial Group
California
$4.13M +$88.2K +2,112 +2%
HFW
205
Horizon Family Wealth
Illinois
$4.01M -$54K -1,294 -1%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$3.89M +$327K +7,840 +9%
TW
207
Transform Wealth
Colorado
$3.88M +$35.1K +840 +0.9%
TDWM
208
Topel & Distasi Wealth Management
California
$3.83M – – –
QC
209
Quent Capital
New York
$3.81M +$209K +4,997 +6%
AWA
210
Alta Wealth Advisors
Massachusetts
$3.77M +$1.05M +25,191 +39%
CWM
211
Cornerstone Wealth Management
Missouri
$3.76M -$229K -5,479 -6%
SAM
212
Smithbridge Asset Management
Pennsylvania
$3.68M +$3.68M +88,070 New
AMM
213
American Money Management
California
$3.67M -$54.3K -1,300 -1%
CSPIA
214
Cary Street Partners Investment Advisory
Virginia
$3.65M +$526K +12,602 +17%
ASN
215
Advisory Services Network
Georgia
$3.65M -$1.95M -46,696 -35%
AFS
216
Annapolis Financial Services
Maryland
$3.56M – – –
SSW
217
Stone Summit Wealth
Florida
$3.54M +$196K +4,673 +6%
RFN
218
RDA Financial Network
Iowa
$3.49M +$51.8K +1,241 +2%
NC
219
NewSquare Capital
Pennsylvania
$3.48M +$202K +4,840 +6%
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
$3.47M +$321K +7,681 +10%
AAS
221
Avantax Advisory Services
Texas
$3.41M +$1.07M +25,567 +46%
TFA
222
Tranquilli Financial Advisor
New Jersey
$3.32M +$722K +17,286 +28%
TC
223
TAGStone Capital
North Carolina
$3.23M +$14.1K +338 +0.4%
FFG
224
Fullen Financial Group
Ohio
$3.22M -$1.71K -41 -0.1%
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$3.18M – – –
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