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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 %
SEI Investments
501
SEI Investments
Pennsylvania
$207K -$187K -5,077 -47%
CWM
502
CCG Wealth Management
California
$205K – – –
HGERS
503
Householder Group Estate & Retirement Specialist
Arizona
$202K -$1.09M -29,442 -84%
BA
504
Ballast Advisors
Minnesota
$196K +$1.85K +50 +1%
TCM
505
Tradewinds Capital Management
Washington
$185K -$93.2K -2,529 -33%
OSNBOA
506
Old Second National Bank of Aurora
Illinois
$180K -$20.7K -564 -10%
TRCT
507
Tower Research Capital (TRC)
New York
$175K +$174K +4,746 +27,918%
CWP
508
Concord Wealth Partners
Virginia
$166K +$1.8K +49 +1%
PNC Financial Services Group
509
PNC Financial Services Group
Pennsylvania
$166K +$42.4K +1,151 +34%
VNA
510
Valley National Advisers
Pennsylvania
$162K -$22.4K -603 -12%
AWM
511
Accel Wealth Management
Iowa
$159K +$185 +5 +0.1%
JFGIW
512
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$157K -$4.15K -113 -3%
NFSG
513
Newbridge Financial Services Group
Florida
$141K +$141K +3,817 New
GI
514
Gradient Investments
Minnesota
$138K -$9.12K -248 -6%
JWA
515
JFS Wealth Advisors
Pennsylvania
$137K – – –
CA
516
Clearstead Advisors
Ohio
$136K -$199K -5,403 -59%
TFS
517
TrustCore Financial Services
Tennessee
$133K +$71K +1,925 +114%
US Bancorp
518
US Bancorp
Minnesota
$127K -$19.1K -520 -13%
EWA
519
EP Wealth Advisors
California
$121K +$121K +3,290 New
PP
520
PrairieView Partners
Minnesota
$120K -$4.75K -129 -4%
OIA
521
Optimum Investment Advisors
Illinois
$118K – – –
EWM
522
Evermay Wealth Management
Virginia
$117K – – –
WAS
523
Winch Advisory Services
Wisconsin
$114K -$7.28M -197,910 -98%
VRM
524
Vectors Research Management
New York
$112K +$59.1K +1,605 +112%
ODG
525
O'Dell Group
Ohio
$101K +$586 +16 +0.6%
19 20
21
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