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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 Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.51B 60,152,762 +827,440 +1%
Bank of America
2
Bank of America
North Carolina
$860M 20,600,160 +15,448,815 +300%
HC
3
Hamilton Capital
Ohio
$600M 14,373,447 +778,736 +6%
LPL Financial
4
LPL Financial
California
$518M 12,416,239 +2,069,255 +20%
VA
5
Valmark Advisers
Ohio
$343M 8,223,834 -34,748 -0.4%
AF
6
Allworth Financial
California
$343M 8,210,872 +758,824 +10%
Morgan Stanley
7
Morgan Stanley
New York
$340M 8,149,428 +673,180 +9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$228M 5,449,638 +456,041 +9%
UBS Group
9
UBS Group
Switzerland
$223M 5,347,248 +1,256,815 +31%
SW
10
SVB Wealth
Massachusetts
$190M 4,549,851 +4,532,350 +25,898%
HI
11
Horizon Investments
North Carolina
$189M 4,520,702 +769,234 +21%
Franklin Resources
12
Franklin Resources
California
$187M 4,470,484 -421,994 -9%
NAS
13
Nicolet Advisory Services
Wisconsin
$137M 3,247,213 +42,083 +1%
AA
14
Alesco Advisors
New York
$135M 3,230,379 -26,784 -0.8%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$132M 3,164,017 +2,113,381 +201%
WJA
16
Willis Johnson & Associates
Texas
$121M 2,907,029 +154,444 +6%
EH
17
Equitable Holdings
New York
$115M 2,759,910 -262,560 -9%
AA
18
Advisory Alpha
Michigan
$114M 2,722,210 -95,704 -3%
PI
19
PFS Investments
Georgia
$107M 2,569,000 +483,582 +23%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$101M 2,418,064 -104,315 -4%
Osaic Holdings
21
Osaic Holdings
Arizona
$100M 2,509,757 +468,025 +23%
NP
22
NorthRock Partners
Minnesota
$98.1M 2,350,530 -535,519 -19%
Stifel Financial
23
Stifel Financial
Missouri
$89M 2,131,633 -710,213 -25%
TC
24
TownSquare Capital
Utah
$84.2M 2,017,718 +96,496 +5%
LFS
25
Lutz Financial Services
Nebraska
$83.5M 2,001,068 +95,245 +5%
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