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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 %
CFA
326
Compass Financial Advisors
Indiana
$974K +$131K +3,563 +16%
FAIM
327
Financial Advocates Investment Management
Washington
$959K -$29.1K -791 -3%
MWC
328
MBM Wealth Consultants
Missouri
$951K +$32K +870 +3%
IHWM
329
Iron Horse Wealth Management
Iowa
$933K -$46.6K -1,266 -5%
CFGS
330
Concourse Financial Group Securities
Alabama
$929K +$81.1K +2,204 +10%
AF
331
Advisornet Financial
Minnesota
$919K +$8.54K +232 +0.9%
SL
332
Salomon & Ludwin
Virginia
$917K +$73K +1,981 +9%
PA
333
PFG Advisors
Arizona
$900K -$17.5K -475 -2%
SPWM
334
Schrum Private Wealth Management
Florida
$893K +$127K +3,446 +17%
CWMGP
335
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$873K +$34.7K +943 +4%
LBC
336
Lowe Brockenbrough & Co
Virginia
$868K -$95.9K -2,603 -10%
BTWM
337
Baker Tilly Wealth Management
Wisconsin
$864K -$1.11M -30,026 -56%
GWSG
338
GPS Wealth Strategies Group
Colorado
$860K +$849K +23,054 +7,534%
1IA
339
1834 Investment Advisors
Wisconsin
$851K +$851K +23,126 New
Manulife (Manufacturers Life Insurance)
340
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$846K – – –
SF
341
Summit Financial
New Jersey
$838K -$58.5K -1,589 -7%
GL
342
Graypoint LLC
New York
$836K – – –
WA
343
Wambolt & Associates
Colorado
$824K +$99.9K +2,712 +14%
PC
344
Permanens Capital
New York
$803K +$160K +4,345 +25%
DA
345
Doliver Advisors
Texas
$778K -$381K -10,339 -33%
CA
346
Centerpoint Advisors
Massachusetts
$776K -$137K -3,711 -15%
EI
347
Ellevest Inc
New York
$752K +$6.96K +189 +0.9%
BF
348
BOK Financial
Oklahoma
$749K -$153K -4,169 -17%
TSS
349
Two Sigma Securities
New York
$732K +$732K +19,888 New
MAG
350
MRA Advisory Group
New Jersey
$719K +$99.9K +2,711 +16%
12 13
14
15 16