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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 %
CP
601
Castleview Partners
Texas
$760 -$1.64M -17,312 -100%
WIM
602
Westside Investment Management
California
$69 – – –
Bank of Montreal
603
Bank of Montreal
Ontario, Canada
$2 – – –
EF
604
Empowered Funds
Pennsylvania
– -$38.8M -929,146 Closed
CWA
605
Choice Wealth Advisors
Maine
– -$25.7M -617,740 Closed
PWP
606
Personal Wealth Partners
Minnesota
– -$16.7M -398,931 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
607
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$10.3M -246,300 Closed
VA
608
Verdad Advisers
Massachusetts
– -$5.64M -135,000 Closed
SW
609
Signify Wealth
Missouri
– -$5.35M -128,035 Closed
AWM
610
Aprio Wealth Management
Georgia
– -$2.59M -61,964 Closed
EWMCB
611
EisnerAmper Wealth Management Corporate Benefits
New Jersey
– -$1.97M -47,091 Closed
Millennium Management
612
Millennium Management
New York
– -$1.94M -46,366 Closed
CIAS
613
CFS Investment Advisory Services
New Jersey
– -$1K -45,967 Closed
HHGC
614
Hunting Hill Global Capital
New York
– -$1.68M -40,228 Closed
CW
615
CreativeOne Wealth
Kansas
– -$1.58M -37,744 Closed
EWA
616
Encompass Wealth Advisors
Oregon
– -$1.45M -34,825 Closed
FTUS
617
Flow Traders U.S.
New York
– -$1.44M -34,532 Closed
CCWA
618
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$505K -12,085 Closed
DCM
619
Donaldson Capital Management
Indiana
– -$490K -11,727 Closed
MG
620
Mather Group
Illinois
– -$485K -11,619 Closed
PFM
621
Phillips Financial Management
Indiana
– -$387K -9,270 Closed
BSW
622
Buckingham Strategic Wealth
Missouri
– -$381K -9,115 Closed
W
623
WorthPointe
California
– -$333K -7,973 Closed
CAMG
624
CWA Asset Management Group
Florida
– -$328K -7,864 Closed
AR
625
Apeiron RIA
Texas
– -$287K -6,851 Closed
23 24
25
26 27