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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 %
B
301
Bridgeworth
Alabama
$1.23M +$299K +8,115 +32%
PFS
302
Prospera Financial Services
Texas
$1.23M -$77.8K -2,112 -6%
CWM
303
Cordatus Wealth Management
Pennsylvania
$1.23M -$77.8K -2,112 -6%
CAPTRUST Financial Advisors
304
CAPTRUST Financial Advisors
North Carolina
$1.22M +$698K +18,958 +133%
HF
305
HRT Financial
New York
$1.21M +$1.21M +32,752 New
FPW
306
Flagship Private Wealth
Massachusetts
$1.19M +$73.5K +1,995 +7%
AWM
307
Axxcess Wealth Management
California
$1.17M -$121K -3,294 -9%
HI
308
Harbour Investments
Wisconsin
$1.16M +$1.16M +31,481 New
LNC
309
Lincoln National Corp
Pennsylvania
$1.16M +$341K +9,262 +42%
SPC
310
Sigma Planning Corp
Michigan
$1.15M -$35.7K -970 -3%
JPMorgan Chase & Co
311
JPMorgan Chase & Co
New York
$1.14M -$99.8K -2,709 -8%
LFM
312
Lumina Fund Management
New York
$1.14M – – –
HWM
313
Howard Wealth Management
Connecticut
$1.11M -$68.3K -1,855 -6%
LMKC
314
L.M. Kohn & Company
Ohio
$1.1M -$33.8K -917 -3%
RCAG
315
Rehmann Capital Advisory Group
Michigan
$1.09M -$48.5K -1,316 -4%
Renaissance Technologies
316
Renaissance Technologies
New York
$1.09M +$1.09M +29,600 New
FIM
317
Fernwood Investment Management
Massachusetts
$1.08M +$49.1K +1,334 +5%
LDB
318
Lee, Danner & Bass
Tennessee
$1.07M – – –
TC
319
Trilogy Capital
California
$1.06M +$159K +4,331 +18%
LF
320
Lantz Financial
Illinois
$1.06M -$120K -3,250 -10%
CPIG
321
Chicago Partners Investment Group
Illinois
$1.05M +$50.8K +1,302 +5%
IWC
322
Integrated Wealth Concepts
Massachusetts
$1.03M -$946K -25,710 -48%
HLOC
323
H.L. Ormond & Company
North Carolina
$1.03M +$109K +2,950 +12%
IAN
324
Integrated Advisors Network
Texas
$1M -$5.23K -142 -0.5%
WWA
325
WCG Wealth Advisors
Nevada
$978K +$978K +26,562 New
11 12
13
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