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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 %
LJAC
351
L.J. Altfest & Co
New York
$713K -$17.9K -487 -2%
BA
352
Bridge Advisory
California
$712K +$436K +11,828 +158%
WA
353
Wealthstream Advisors
New York
$698K +$11K +300 +2%
ISWM
354
Independent Solutions Wealth Management
New York
$695K -$5.19K -141 -0.7%
WPW
355
Waldron Private Wealth
Pennsylvania
$686K – – –
ACM
356
Advisors Capital Management
New Jersey
$683K -$54.5K -1,482 -7%
SF
357
Safeguard Financial
Wisconsin
$679K -$22.4K -608 -3%
MCC
358
Money Concepts Capital
Florida
$670K -$856K -22,963 -56%
RFC
359
Regions Financial Corp
Alabama
$654K -$7.98K -217 -1%
GT
360
Greenleaf Trust
Michigan
$647K – – –
CL
361
COWA LLC
Oklahoma
$641K -$16.6K -450 -3%
IMC Chicago
362
IMC Chicago
Illinois
$632K +$19.3K +523 +3%
TFA
363
Tobias Financial Advisors
Florida
$630K -$191K -5,200 -23%
MFT
364
Moisand Fitzgerald Tamayo
Florida
$628K +$98.2K +2,665 +19%
RFN
365
Redwood Financial Network
Ohio
$621K +$65.4K +1,778 +12%
WSWA
366
Warren Street Wealth Advisors
California
$613K -$15.5K -421 -2%
DA
367
Detalus Advisors
Missouri
$610K +$12K +325 +2%
MIAS
368
Mason Investment Advisory Services
Virginia
$602K – – –
PMG
369
ProVise Management Group
Florida
$600K -$128K -3,478 -18%
MAWCM
370
Mine & Arao Wealth Creation & Management
California
$591K +$1.84K +50 +0.3%
TF
371
TRH Financial
Iowa
$590K -$325K -8,840 -36%
SWA
372
Stratos Wealth Advisors
Ohio
$587K +$204K +5,547 +53%
PWM
373
Perigon Wealth Management
California
$578K -$85.2K -2,315 -13%
AA
374
Argent Advisors
Louisiana
$576K – – –
AC
375
AWM Capital
Arizona
$576K +$3.28K +89 +0.6%
13 14
15
16 17