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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 %
MSAM
426
Moloney Securities Asset Management
Missouri
$367K -$13.1K -356 -3%
DWM
427
Drive Wealth Management
Utah
$367K +$97.3K +2,641 +36%
SIA
428
Soltis Investment Advisors
Utah
$365K +$4.31K +117 +1%
FI
429
Financial Insights
Washington
$364K -$9.21K -250 -2%
CIC
430
Carnegie Investment Counsel
Ohio
$364K +$30.4K +826 +9%
FWM
431
Focused Wealth Management
New York
$351K -$5.11K -139 -1%
HVIA
432
Hudson Valley Investment Advisors
New York
$350K +$2.87K +78 +0.8%
WPC
433
White Pine Capital
Minnesota
$346K +$118K +3,200 +52%
IP
434
Investment Partners
Ohio
$342K +$55.6K +1,508 +19%
BBPWM
435
Blue Bell Private Wealth Management
Pennsylvania
$340K – – –
MA
436
Mutual Advisors
Nebraska
$337K +$7.69K +209 +2%
IFPL
437
Investments & Financial Planning LLC
Kentucky
$337K +$72.7K +1,973 +28%
FAM
438
Formidable Asset Management
Ohio
$335K – – –
BBNA
439
Bremer Bank National Association
Minnesota
$332K -$20.3K -552 -6%
MCM
440
MAI Capital Management
Ohio
$332K -$18.4K -500 -5%
QPWM
441
Quadrant Private Wealth Management
Pennsylvania
$328K +$442 +12 +0.1%
MOS
442
MGO One Seven
Ohio
$326K -$154K -4,175 -32%
VCM
443
Vivaldi Capital Management
Illinois
$321K – – –
ST
444
Somerset Trust
Pennsylvania
$320K +$60.4K +1,640 +23%
Lido Advisors
445
Lido Advisors
California
$316K +$4.67K +127 +1%
SFA
446
Sequoia Financial Advisors
Ohio
$314K -$242K -6,579 -44%
Carson Wealth (CWM LLC)
447
Carson Wealth (CWM LLC)
Nebraska
$303K -$440K -11,967 -59%
RIA
448
Regal Investment Advisors
Michigan
$299K -$1.02M -27,640 -77%
B
449
Bensler
Washington
$295K -$16.2K -440 -5%
LAS
450
Lloyd Advisory Services
Georgia
$294K -$78.7K -2,141 -21%
16 17
18
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