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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

604 hedge funds and large institutions have $9.99B invested in SPDR Portfolio S&P 500 Value ETF in 2022 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 255 increasing their positions, 211 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+15
Holders Change %
+2.55%
% of All Funds
10.21%
Holding in Top 10
100
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.99%
% of All Funds
1.69%
New
74
Increased
255
Reduced
211
Closed
49
Calls
$6.54M
Puts
$1.58M
Net Calls
+$4.96M
Net Calls Change
+$1.27M

Top Buyers

1
LPL Financial
LPL Financial
California
$611M
2
SQA
Simon Quick Advisors
New Jersey
$44.5M
3
Betterment LLC
Betterment LLC
New York
$77.9M
4
APP
Avantax Planning Partners
Iowa
$36M
5
ARC
Advisor Resource Council
Texas
$21.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$267M
2
AF
Allworth Financial
California
$222M
3
3AM
3EDGE Asset Management
Florida
$1.92M
4
EF
Empowered Funds
Pennsylvania
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
226
Tranquilli Financial Advisor
New Jersey
$2.84M -$92.4K -2,509 -3%
Creative Planning
227
Creative Planning
Kansas
$2.82M +$173K +4,690 +7%
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$2.81M +$10.5K +286 +0.4%
GEA
229
Glen Eagle Advisors
New Jersey
$2.8M +$2.21M +59,925 +371%
Citadel Advisors
230
Citadel Advisors
Florida
$2.78M +$1.58M +42,931 +132%
BEI
231
Benjamin Edwards Inc
Missouri
$2.68M +$1.03M +28,093 +63%
CA
232
Cetera Advisors
Colorado
$2.65M +$234K +6,352 +10%
RTL
233
Red Tortoise LLC
Georgia
$2.64M -$1.08M -29,425 -29%
CS
234
Credit Suisse
Switzerland
$2.64M -$4.43M -120,461 -63%
SWP
235
Stratos Wealth Partners
Ohio
$2.58M +$638K +17,312 +33%
BWFA
236
Baltimore-Washington Financial Advisors
Maryland
$2.52M -$148K -4,033 -6%
CIM
237
Corda Investment Management
Texas
$2.47M -$202K -5,480 -8%
AIS
238
American Investment Services
Massachusetts
$2.43M +$520K +14,130 +27%
CWM
239
Collaborative Wealth Management
Florida
$2.42M +$2.42M +65,727 New
GB
240
Gunma Bank
Japan
$2.36M +$2.36M +64,000 New
Jane Street
241
Jane Street
New York
$2.35M +$2.35M +63,692 New
RMAM
242
Raab & Moskowitz Asset Management
New Jersey
$2.31M – – –
PIFP
243
Partners in Financial Planning
Virginia
$2.26M -$19.6K -503 -0.9%
PIA
244
Perennial Investment Advisors
California
$2.25M -$20.3K -552 -0.9%
CAM
245
Cozad Asset Management
Illinois
$2.17M +$223K +6,045 +11%
VAS
246
Vestmark Advisory Solutions
Massachusetts
$2.15M +$2.15M +58,327 New
OFS
247
OneAscent Financial Services
Alabama
$2.09M +$2.09M +56,741 New
1SB
248
1ST Source Bank
Indiana
$2.08M +$104K +2,823 +5%
IWP
249
IAG Wealth Partners
Wisconsin
$2.05M +$33.6K +912 +2%
AWA
250
Arete Wealth Advisors
Illinois
$2.04M -$143K -3,876 -7%
8 9
10
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