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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 %
OIA
251
OneDigital Investment Advisors
Kansas
$2.01M +$94.6K +2,568 +5%
WCA
252
Waypoint Capital Advisors
Minnesota
$2.01M -$29.9K -812 -1%
KFGK
253
Keystone Financial Group (Kentucky)
Kentucky
$1.98M +$606K +16,465 +44%
SWM
254
Seaside Wealth Management
California
$1.94M +$1.94M +49,759 New
3AM
255
3EDGE Asset Management
Florida
$1.92M -$65.9M -1,791,096 -97%
ASN
256
Advisory Services Network
Georgia
$1.9M -$1.31M -35,710 -41%
CAC
257
Certified Advisory Corp
Florida
$1.9M +$95.4K +2,592 +5%
RWMH
258
Riverpoint Wealth Management Holdings
Illinois
$1.88M -$61.9K -1,681 -3%
AMG
259
Asset Management Group
Connecticut
$1.86M +$598K +16,231 +47%
CF
260
Clarity Financial
Texas
$1.84M +$883K +23,988 +93%
Wolverine Trading
261
Wolverine Trading
Illinois
$1.83M +$1.83M +49,582 New
BIP
262
Blueprint Investment Partners
North Carolina
$1.81M +$80.4K +2,182 +5%
VWA
263
Visionary Wealth Advisors
Illinois
$1.81M +$187K +5,075 +12%
PWA
264
Peterson Wealth Advisors
Utah
$1.78M – – –
V
265
Veritable
Delaware
$1.77M +$881K +23,930 +99%
TW
266
Towerpoint Wealth
California
$1.72M +$1.72M +46,779 New
SS
267
Simplicity Solutions
Minnesota
$1.72M -$159K -4,324 -8%
WWM
268
WJ Wealth Management
Arizona
$1.69M +$345K +9,368 +26%
PWM
269
Peterson Wealth Management
Nevada
$1.69M -$121K -3,287 -7%
USCWA
270
U.S. Capital Wealth Advisors
Texas
$1.67M +$520K +14,129 +45%
BA
271
Bristlecone Advisors
Washington
$1.67M +$14.1K +384 +0.9%
TWP
272
Tower Wealth Partners
Pennsylvania
$1.64M +$773K +20,981 +90%
IC
273
Innealta Capital
Texas
$1.63M +$128K +3,475 +9%
Invesco
274
Invesco
Georgia
$1.62M -$146K -3,970 -8%
MWM
275
Modera Wealth Management
New Jersey
$1.61M -$43.2K -1,174 -3%
9 10
11
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