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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
+$154M
2
SQA
Simon Quick Advisors
New Jersey
+$44.5M
3
Betterment LLC
Betterment LLC
New York
+$31.5M
4
APP
Avantax Planning Partners
Iowa
+$30.9M
5
ARC
Advisor Resource Council
Texas
+$21.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$491M
2
AF
Allworth Financial
California
-$80M
3
3AM
3EDGE Asset Management
Florida
-$65.9M
4
EF
Empowered Funds
Pennsylvania
-$38.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
276
Fifth Third Securities
Ohio
$1.61M +$1.61M +43,655 New
EA
277
Eclectic Associates
California
$1.59M +$3.46K +94 +0.2%
WFS
278
Weitzel Financial Services
Iowa
$1.56M -$4.53M -122,914 -74%
OWA
279
Opal Wealth Advisors
New York
$1.55M +$241K +6,548 +18%
CRI
280
Colonial River Investments
Virginia
$1.55M -$3.94K -107 -0.3%
WAS
281
Wealth Advisory Solutions
Indiana
$1.55M +$1.55M +42,050 New
WP
282
WealthShield Partners
North Carolina
$1.55M -$35.7K -969 -2%
TFA
283
Teamwork Financial Advisors
Texas
$1.53M +$296K +8,043 +24%
BOPW
284
Brandywine Oak Private Wealth
Pennsylvania
$1.51M +$1.51M +40,994 New
BCI
285
Brinker Capital Investments
Pennsylvania
$1.49M -$6.59K -179 -0.4%
Cetera Investment Advisers
286
Cetera Investment Advisers
Illinois
$1.42M +$126K +3,435 +10%
PTC
287
Private Trust Company
Ohio
$1.41M +$1.41M +38,153 New
SCA
288
Snowden Capital Advisors
New York
$1.4M +$169K +4,582 +14%
SPIA
289
Steward Partners Investment Advisory
New York
$1.4M +$252K +6,835 +22%
JSL
290
JT Stratford LLC
Georgia
$1.39M -$5.28M -143,324 -79%
Vontobel Holding
291
Vontobel Holding
Switzerland
$1.36M – – –
CTFG
292
Capstone Triton Financial Group
Oklahoma
$1.36M +$1.36M +35,867 New
PRWA
293
Platte River Wealth Advisors
Colorado
$1.33M +$1.33M +36,205 New
CFG
294
Citizens Financial Group
Rhode Island
$1.33M -$25.9K -702 -2%
DWM
295
Dakota Wealth Management
Florida
$1.32M +$405K +11,005 +44%
BWM
296
BCS Wealth Management
Tennessee
$1.29M +$423K +11,478 +49%
EGA
297
E&G Advisors
Texas
$1.29M -$9.94K -270 -0.8%
CFD
298
Creative Financial Designs
Indiana
$1.28M +$67.1K +1,823 +6%
KFS
299
Kaizen Financial Strategies
California
$1.26M +$126K +3,424 +11%
IFA
300
Index Fund Advisors
California
$1.25M +$11.3K +306 +0.9%
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