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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
1
LPL Financial
California
$611M
2
SQA
2
Simon Quick Advisors
New Jersey
$44.5M
3
Betterment LLC
3
Betterment LLC
New York
$77.9M
4
APP
4
Avantax Planning Partners
Iowa
$36M
5
ARC
5
Advisor Resource Council
Texas
$21.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$267M
2
AF
2
Allworth Financial
California
$222M
3
3AM
3
3EDGE Asset Management
Florida
$1.92M
4
EF
4
Empowered Funds
Pennsylvania
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
51
Avantax Planning Partners
Iowa
$36M +$30.9M +838,897 +603%
BFEC
52
Benjamin F. Edwards & Company
Missouri
$35.9M +$2.68M +72,784 +8%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$35.6M +$988K +26,599 +3%
RWM
54
Reston Wealth Management
Virginia
$33.7M +$564K +15,322 +2%
WH
55
Whitcomb & Hess
Ohio
$33.3M +$788K +21,399 +2%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$33.2M +$1.9M +51,108 +6%
PAG
57
Private Advisor Group
New Jersey
$31.3M -$3.61M -98,178 -10%
KA
58
Klingman & Associates
New York
$30.8M -$1.5M -40,730 -5%
FNT
59
First National Trust
Pennsylvania
$30M +$3.19M +86,626 +12%
CFG
60
Compton Financial Group
Maryland
$29.9M +$673K +18,281 +2%
MWPCG
61
Measured Wealth Private Client Group
New Hampshire
$28.8M -$3.04M -82,566 -10%
WCAMG
62
Woodard & Company Asset Management Group
North Carolina
$27.8M +$1.31M +35,532 +5%
FFS
63
Founders Financial Securities
Maryland
$27.8M -$6.51M -176,825 -19%
Prudential Financial
64
Prudential Financial
New Jersey
$27.6M -$2.84M -76,755 -9%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$27.4M +$189K +5,146 +0.7%
FFG
66
Ford Financial Group
California
$27.1M +$324K +8,791 +1%
WAOI
67
Wealth Advisors of Iowa
Iowa
$25.7M +$17.2M +447,426 +202%
IWA
68
Inspirion Wealth Advisors
Illinois
$25.3M -$616K -16,732 -2%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$24.8M -$2.33M -63,384 -9%
TF
70
TIAA FSB
Florida
$24.2M +$5.81M +157,730 +32%
JPMPWA
71
J.P. Morgan Private Wealth Advisors
California
$24.2M -$894K -24,278 -4%
SFM
72
Signet Financial Management
New Jersey
$23.7M +$573K +15,566 +2%
AWM
73
Altium Wealth Management
New York
$22.9M -$2.32M -62,990 -9%
5L
74
55I LLC
Massachusetts
$22.3M +$92.5K +2,512 +0.4%
MD
75
Money Design
Japan
$21.6M +$426K +11,579 +2%
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3
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