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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 %
CI
76
CX Institutional
Indiana
$21.5M +$15.1M +409,957 +238%
CIM
77
Confluence Investment Management
Missouri
$21.2M +$1.86M +50,394 +10%
SPF
78
Steven Patrick Farmer
$21.2M +$21.2M +576,411 New
ARC
79
Advisor Resource Council
Texas
$21.2M +$21.2M +575,793 New
ACA
80
Ackerman Capital Advisors
Texas
$20.7M +$5.56M +150,965 +37%
AIA
81
Alera Investment Advisors
Illinois
$20.2M -$13.5M -367,018 -40%
EDRIA
82
Edmonds Duncan Registered Investment Advisors
Kansas
$19.7M -$1.48M -40,252 -7%
RA
83
Riversedge Advisors
Delaware
$19.5M -$1.83M -49,791 -9%
SWMG
84
Sanchez Wealth Management Group
Florida
$19.3M +$221K +6,002 +1%
AWM
85
Angeles Wealth Management
California
$19M -$27.9M -756,994 -59%
Goldman Sachs
86
Goldman Sachs
New York
$19M +$1.99M +53,931 +12%
JCM
87
Jacobi Capital Management
Pennsylvania
$18.9M +$1.01M +27,350 +6%
SFP
88
Strategic Financial Partners
Oregon
$18.7M +$9.25M +251,298 +98%
FHA
89
Flagship Harbor Advisors
Massachusetts
$18.5M -$4.1M -111,297 -18%
RIM
90
Redwood Investment Management
Arizona
$18M +$7.8M +211,740 +76%
LFG
91
Larson Financial Group
Missouri
$17.6M +$921K +25,010 +6%
DWM
92
Doyle Wealth Management
Florida
$17.2M +$5.19K +141 +0%
WWM
93
Western Wealth Management
Colorado
$16.9M +$694K +18,831 +4%
PFA
94
Pure Financial Advisors
California
$16.7M +$41.8K +1,135 +0.3%
WCM
95
Windsor Capital Management
Arizona
$16.5M -$160K -4,341 -1%
RA
96
Rodgers & Associates
Pennsylvania
$16.4M +$3.46K +94 +0%
CAN
97
Cetera Advisor Networks
California
$16.2M +$946K +25,679 +6%
Mariner
98
Mariner
Kansas
$15.8M -$2.46M -66,830 -14%
MWM
99
Meridian Wealth Management
Kentucky
$15.7M +$8.62M +234,136 +123%
VC
100
Vicus Capital
Pennsylvania
$15.6M +$1M +27,279 +7%
2 3
4
5 6