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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 %
PA
576
PSI Advisors
Florida
$11K +$11K +305 New
CAL
577
Capital Advisors Ltd
Ohio
$10K – – –
ACA
578
Aptus Capital Advisors
Alabama
$10K – – –
PFBT
579
Parkside Financial Bank & Trust
Missouri
$10K +$10K +281 New
FCMT
580
Founders Capital Management (Texas)
Texas
$9K +$8.85K +236 +5,900%
HNB
581
Huntington National Bank
Ohio
$8K – – –
AW
582
ACG Wealth
Georgia
$7K +$7K +200 New
FWP
583
FAS Wealth Partners
Kansas
$6K – – –
FFA
584
Founders Financial Alliance
North Carolina
$6K +$6K +159 New
SFG
585
Steward Financial Group
Texas
$6K +$6K +186 New
CWM
586
Curi Wealth Management
North Carolina
$5K – – –
William Blair & Company
587
William Blair & Company
Illinois
$4K – – –
CT
588
Cambridge Trust
Massachusetts
$4K +$4K +121 New
FGAM
589
Financial Gravity Asset Management
Texas
$3.16K +$1.55K +29,384 +96%
SIS
590
Sound Income Strategies
Florida
$3K – – –
RG
591
Retirement Group
California
$3K – – –
RPCA
592
Running Point Capital Advisors
California
$3K – – –
NMG
593
New Millennium Group
Utah
$3K +$3K +93 New
FP
594
Financial Perspectives
Minnesota
$2.01K +$37 +1 +2%
HFS
595
Hantz Financial Services
Michigan
$2K – – –
CAAS
596
Capital Asset Advisory Services
Michigan
$2K +$582 +16 +41%
BTI
597
Blue Trust Inc
Georgia
$2K +$2K +52 New
TF
598
Tompkins Financial
New York
$1K – – –
OSAM
599
O'Shaughnessy Asset Management
Connecticut
$1K – – –
CWM
600
Castle Wealth Management
Florida
$1K +$1K +38 New
22 23
24
25 26