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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 %
CAN
451
Claraphi Advisory Network
United States
$293K +$107K +2,908 +58%
EWA
452
Exencial Wealth Advisors
Oklahoma
$291K +$332 +9 +0.1%
Chevy Chase Trust
453
Chevy Chase Trust
Maryland
$291K +$291K +7,913 New
CL
454
Choreo LLC
Illinois
$289K – – –
MA
455
MONECO Advisors
Connecticut
$289K +$105K +2,837 +57%
AF
456
Arrow Financial
New York
$288K -$29.4K -800 -9%
EFG
457
Erickson Financial Group
Pennsylvania
$288K – – –
DAS
458
Dynamic Advisor Solutions
Arizona
$287K +$50.8K +1,381 +22%
EE
459
EWG Elevate
California
$280K – – –
PCIA
460
Prime Capital Investment Advisors
Kansas
$279K -$623K -16,940 -69%
TIM
461
Thompson Investment Management
Wisconsin
$278K +$9.61K +261 +4%
TI
462
Trexquant Investment
Connecticut
$276K +$276K +7,508 New
RPC
463
Rossmore Private Capital
Connecticut
$273K +$273K +7,419 New
CAG
464
Csenge Advisory Group
Florida
$272K -$129K -3,502 -32%
TCMP
465
Thrive Capital Management (Pennsylvania)
Pennsylvania
$269K +$441 +12 +0.2%
CWM
466
Cahaba Wealth Management
Georgia
$265K +$1.58K +43 +0.6%
LC
467
LCNB Corp
Ohio
$265K +$265K +7,200 New
SB
468
Strategic Blueprint
Georgia
$264K -$161K -4,361 -38%
GAM
469
Grandview Asset Management
Pennsylvania
$263K -$24.6K -669 -9%
AO
470
Advisor OS
Illinois
$262K -$89.1K -2,416 -25%
BI
471
Ballast Inc
Kentucky
$262K -$26.9K -731 -9%
CIBC World Market
472
CIBC World Market
Ontario, Canada
$262K +$262K +7,120 New
SHJ
473
Sharkey, Howes & Javer
Colorado
$261K – – –
ODFS
474
O'Donnell Financial Services
California
$259K +$259K +7,026 New
CWG
475
Crown Wealth Group
North Carolina
$254K -$563K -15,273 -69%
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