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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 %
KOC
376
Koss-Olinger Consulting
Florida
$575K – – –
MP
377
McDonald Partners
Ohio
$573K -$24.2K -657 -4%
IA
378
IFG Advisory
Georgia
$565K +$565K +15,372 New
ATPW
379
Ashton Thomas Private Wealth
Arizona
$556K -$75.6K -2,052 -12%
APA
380
American Portfolios Advisors
New York
$549K +$4.82K +131 +0.9%
CB
381
Community Bank
New York
$545K -$11.2K -305 -2%
AFP
382
Ausdal Financial Partners
Iowa
$536K -$2.17K -59 -0.4%
MFG
383
Merit Financial Group
Georgia
$535K +$241K +6,551 +82%
OPS
384
Orion Portfolio Solutions
Nebraska
$523K -$286K -7,764 -35%
SMA
385
Sage Mountain Advisors
Georgia
$517K – – –
FNBOO
386
First National Bank of Omaha
Nebraska
$511K -$136K -3,699 -21%
CAGAS
387
Capital Advisory Group Advisory Services
Minnesota
$510K -$7.17K -185 -1%
FPCP
388
Fort Point Capital Partners
California
$499K +$16.6K +452 +3%
CWM
389
Cedar Wealth Management
California
$495K -$95.2K -2,585 -16%
LWM
390
Laidlaw Wealth Management
New York
$495K +$59.2K +1,608 +14%
BMD
391
Better Money Decisions
New Mexico
$493K +$515 +14 +0.1%
WAM
392
Wallington Asset Management
Indiana
$493K +$120K +3,250 +32%
IPW
393
Intergy Private Wealth
Colorado
$492K +$492K +13,350 New
Bank of New York Mellon
394
Bank of New York Mellon
New York
$491K -$48.4K -1,316 -9%
HSG
395
Helen Stephens Group
Texas
$491K -$2.84K -77 -0.6%
TSWM
396
Tyler-Stone Wealth Management
Ohio
$490K – – –
BRWA
397
B. Riley Wealth Advisors
Florida
$487K -$40.2K -1,091 -8%
IGWM
398
ICA Group Wealth Management
Colorado
$483K +$194K +4,854 +67%
FMWA
399
Forvis Mazars Wealth Advisors
Missouri
$479K +$479K +13,014 New
WEG
400
World Equity Group
Illinois
$469K +$469K +12,726 New
14 15
16
17 18