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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$267M
2
AF
Allworth Financial
California
$222M
3
3AM
3EDGE Asset Management
Florida
$1.92M
4
EF
Empowered Funds
Pennsylvania
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
ESB
476
Essex Savings Bank
Connecticut
$250K +$250K +6,793 New
NRI
477
NFP Retirement Inc
California
$250K +$62.2K +1,690 +33%
WP
478
WealthSource Partners
California
$247K -$61.7K -1,675 -20%
FW
479
FirstPurpose Wealth
Utah
$247K +$61.2K +1,658 +33%
GC
480
Grimes & Company
Massachusetts
$246K +$5.11K +139 +2%
WGCA
481
Wolf Group Capital Advisors
Virginia
$243K +$243K +6,603 New
NFP
482
Narus Financial Partners
Utah
$242K +$242K +6,560 New
CAM
483
Cresset Asset Management
Illinois
$241K +$241K +6,536 New
CGFA
484
Colton Groome Financial Advisors
North Carolina
$239K -$2.5K -68 -1%
CA
485
Cambridge Advisors
Nebraska
$237K +$12.9K +350 +6%
ST
486
Smithfield Trust
Pennsylvania
$236K – – –
GCP
487
Gill Capital Partners
Colorado
$235K – – –
BO
488
BRR OpCo
Ohio
$234K -$272K -7,373 -54%
M&T Bank
489
M&T Bank
New York
$234K +$234K +458,368 New
OPA
490
Old Port Advisors
Maine
$232K -$16.1K -435 -6%
OMC
491
Old Mission Capital
Illinois
$232K +$232K +6,312 New
CW
492
Cook Wealth
North Carolina
$229K – – –
NL
493
NWAM LLC
Washington
$229K +$229K +6,190 New
BI
494
Berkeley Inc
Idaho
$225K – – –
KA
495
Kovack Advisors
Florida
$221K -$62.5K -1,699 -22%
RWM
496
Rockwood Wealth Management
Pennsylvania
$213K -$122K -3,310 -36%
SAM
497
SignalPoint Asset Management
Missouri
$212K -$8.06K -219 -4%
WCFA
498
Walkner Condon Financial Advisors
Wisconsin
$211K +$11.3K +308 +6%
ACP
499
Aveo Capital Partners
Colorado
$210K +$210K +5,695 New
GAG
500
Goodman Advisory Group
Massachusetts
$207K -$853K -23,167 -80%
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