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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 %
FPOC
626
Financial Planners of Cleveland
Ohio
– -$273K -6,542 Closed
WMS
627
Wealth Management Solutions
Pennsylvania
– -$236K -5,662 Closed
TDC
628
Thompson Davis & Co
Virginia
– -$225K -5,400 Closed
FNBT
629
FineMark National Bank & Trust
Florida
– -$223K -5,340 Closed
VIM
630
Vista Investment Management
Pennsylvania
– -$220K -5,262 Closed
AP
631
Advisor Partners
California
– -$208K -4,988 Closed
GWAG
632
Garrett Wealth Advisory Group
Texas
– -$207K -4,967 Closed
CWM
633
Chicago Wealth Management
Illinois
– -$207K -4,949 Closed
CCM
634
Condor Capital Management
New Jersey
– -$206K -4,926 Closed
ICMP
635
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$203K -4,854 Closed
DI
636
DFPG Investments
Utah
– -$203K -4,815 Closed
MAM
637
Meeder Asset Management
Ohio
– -$200K -4,794 Closed
WCG
638
Wall Capital Group
Arizona
– -$180K -4,315 Closed
Toronto Dominion Bank
639
Toronto Dominion Bank
Ontario, Canada
– -$98K -2,340 Closed
EW
640
Element Wealth
Mississippi
– -$85K -2,039 Closed
FCB
641
First Command Bank
Texas
– -$72K -1,733 Closed
FCFS
642
First Command Financial Services
Texas
– -$72K -1,733 Closed
FFWM
643
Future Financial Wealth Management
Ohio
– -$54K -1,300 Closed
First Manhattan
644
First Manhattan
New York
– -$40K -973 Closed
Optiver Holding
645
Optiver Holding
Netherlands
– -$40K -961 Closed
WA
646
Win Advisors
Florida
– -$29K -689 Closed
HIA
647
Harbor Investment Advisory
Maryland
– -$26K -625 Closed
FAG
648
Fortitude Advisory Group
Washington
– -$21K -495 Closed
T
649
TCWP
Ohio
– -$16K -390 Closed
BFC
650
Bedel Financial Consulting
Indiana
– -$7K -179 Closed
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