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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 %
IA
401
Inspire Advisors
Idaho
$466K +$27.2K +740 +6%
HCWM
402
Harrison & Co Wealth Management
Virginia
$465K -$4.68K -127 -1%
ACM
403
Advance Capital Management
Michigan
$462K +$53K +1,440 +13%
GIA
404
Gladstone Institutional Advisory
Florida
$462K +$111K +3,004 +31%
LWANC
405
Laurel Wealth Advisors (North Carolina)
North Carolina
$460K +$11.4K +308 +3%
AWA
406
Arkadios Wealth Advisors
Georgia
$456K -$73.9K -2,009 -14%
JWCA
407
J.W. Cole Advisors
Florida
$456K +$57.1K +1,552 +14%
WMR
408
Wealth Management Resources
Rhode Island
$452K -$176K -4,787 -28%
AA
409
Ancora Advisors
Ohio
$448K +$184K +4,997 +70%
FWI
410
Facet Wealth Inc
Maryland
$443K -$28.8K -781 -6%
FWM
411
ForthRight Wealth Management
Georgia
$439K +$263K +7,133 +149%
TWM
412
Thrive Wealth Management
Pennsylvania
$437K +$8.46K +230 +2%
AAS
413
Ameritas Advisory Services
Nebraska
$434K -$237K -6,423 -35%
BPA
414
Beacon Pointe Advisors
California
$430K +$430K +11,666 New
BC
415
Brio Consultants
California
$426K -$25.7K -700 -6%
DWM
416
Darwin Wealth Management
Florida
$425K +$425K +11,010 New
FMN
417
Financial Management Network
California
$417K +$417K +11,175 New
DADC
418
D.A. Davidson & Co
Montana
$411K +$3.68K +100 +0.9%
APWA
419
Atlas Private Wealth Advisors
New Jersey
$407K -$133K -3,622 -25%
WSTAM
420
Wilbanks Smith & Thomas Asset Management
Virginia
$407K – – –
KIA
421
Kraematon Investment Advisors
Massachusetts
$401K +$1.32K +36 +0.3%
Cerity Partners
422
Cerity Partners
New York
$398K +$398K +11,429 New
CG
423
Colony Group
Massachusetts
$397K +$13.3K +361 +3%
FFG
424
Frisch Financial Group
New York
$384K -$4.64K -126 -1%
BAM
425
Belpointe Asset Management
Nevada
$370K -$65.4K -1,775 -15%
15 16
17
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