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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 %
CAL
551
Capital Analysts LLC
Pennsylvania
$32K +$3.38K +91 +12%
HWMA
552
Heritage Wealth Management (Arizona)
Arizona
$32K -$994 -27 -3%
LWCFA
553
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30K +$1.21K +33 +4%
FHA
554
First Horizon Advisors
Tennessee
$30K +$30K +832 New
HFM
555
Hartford Financial Management
Connecticut
$29K – – –
FDCDDQ
556
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.2K – – –
CDIA
557
Capital Directions Investment Advisors
Georgia
$27K -$6.23K -166 -19%
WWM
558
Wolff Wiese Magana
California
$27K +$24.5K +653 +975%
CHC
559
City Holding Co
West Virginia
$26K – – –
ACA
560
Atlas Capital Advisors
Wyoming
$25.2K -$21K -571 -45%
PMFA
561
Plante Moran Financial Advisors
Michigan
$25K -$8.7K -240 -26%
CFB
562
Cullen/Frost Bankers
Texas
$25K – – –
SBL
563
Sargent Bickham Lagudis
Colorado
$24K +$24K +643 New
SMC
564
Smith, Moore & Co
Missouri
$23K +$23K +617 New
MA
565
MCF Advisors
Kentucky
$22K – – –
RIM
566
Rockbridge Investment Management
New York
$18.5K +$14K +380 +309%
BLC
567
Brown, Lisle/Cummings
Rhode Island
$18.4K – – –
CFO
568
CVA Family Office
Colorado
$17K +$17K +470 New
GT
569
Glenmede Trust
Pennsylvania
$16K – – –
BWM
570
Baystate Wealth Management
Massachusetts
$15K -$5.41K -145 -27%
WTC
571
WhitTier Trust Company
Nevada
$14K – – –
CIAS
572
Capital Investment Advisory Services
North Carolina
$14K +$2.84K +79 +25%
Citigroup
573
Citigroup
New York
$12K +$2.58K +73 +27%
BONH
574
Bank of New Hampshire
New Hampshire
$12K +$12K +332 New
TWM
575
Tradition Wealth Management
Minnesota
$11K – – –
21 22
23
24 25