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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
1
LPL Financial
California
$611M
2
SQA
2
Simon Quick Advisors
New Jersey
$44.5M
3
Betterment LLC
3
Betterment LLC
New York
$77.9M
4
APP
4
Avantax Planning Partners
Iowa
$36M
5
ARC
5
Advisor Resource Council
Texas
$21.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$267M
2
AF
2
Allworth Financial
California
$222M
3
3AM
3
3EDGE Asset Management
Florida
$1.92M
4
EF
4
Empowered Funds
Pennsylvania
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
26
TownSquare Capital
Utah
$69.4M -$4.85M -131,796 -7%
AWM
27
AE Wealth Management
Kansas
$69M +$1.65M +44,783 +2%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$64.1M -$6.09M -165,445 -9%
EWA
29
ERTS Wealth Advisors
Michigan
$61.4M +$9.22M +250,448 +18%
CWM
30
Connecticut Wealth Management
Connecticut
$58.4M +$2.52M +68,442 +5%
Wells Fargo
31
Wells Fargo
California
$55.4M +$3.27M +88,795 +6%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$51.8M +$11.8M +319,225 +29%
Ameriprise
33
Ameriprise
Minnesota
$49.2M +$1.94M +52,728 +4%
BlackRock
34
BlackRock
New York
$48.1M -$880K -23,911 -2%
NEWAS
35
N.E.W. Advisory Services
Wisconsin
$48M +$5.41M +147,056 +13%
KW
36
KWB Wealth
California
$47.7M -$2.24M -60,737 -4%
HighTower Advisors
37
HighTower Advisors
Illinois
$47.5M +$1.42M +38,624 +3%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$45.4M -$1.97M -53,466 -4%
AI
39
Accredited Investors
Minnesota
$45.4M -$22.8M -619,978 -33%
NA
40
Nottingham Advisors
New York
$45.2M +$590K +15,855 +1%
SQA
41
Simon Quick Advisors
New Jersey
$44.5M +$44.5M +1,146,887 New
MFG
42
Magnus Financial Group
New York
$43.4M +$1.76M +47,726 +4%
MIAN
43
Mariner Independent Advisor Network
Kansas
$43.3M +$11.4M +305,495 +36%
ONB
44
Old National Bancorp
Indiana
$42.4M -$134K -3,627 -0.3%
TVAMP
45
Tennessee Valley Asset Management Partners
Tennessee
$42.2M +$660K +17,932 +2%
IWM
46
IHT Wealth Management
Illinois
$42.1M +$2.95M +80,025 +8%
NB
47
Nicolet Bankshares
Wisconsin
$39.5M +$1.78M +48,360 +5%
BCM
48
Brookstone Capital Management
Illinois
$38.8M -$10.5M -281,535 -21%
ACM
49
AlphaStar Capital Management
North Carolina
$38.4M -$26.6M -722,564 -41%
CA
50
CoreCap Advisors
Michigan
$36.4M +$890K +24,163 +3%
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