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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.

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 %
OCM
101
One Capital Management
California
$15.2M +$1.05M +28,442 +7%
SA
102
Sunesis Advisors
Kansas
$15M -$45K -1,223 -0.3%
GLA
103
Good Life Advisors
Pennsylvania
$14.3M +$11.9M +324,369 +510%
CF
104
Convergence Financial
Missouri
$14.1M +$2.75M +74,629 +24%
GKWIM
105
Gerber Kawasaki Wealth & Investment Management
California
$14.1M +$13M +357,028 +1,132%
AWM
106
Avior Wealth Management
Nebraska
$13.8M +$335K +9,112 +2%
Allspring Global Investments
107
Allspring Global Investments
North Carolina
$13.3M – – –
DI
108
Diligent Investors
California
$13.1M +$17.9K +485 +0.1%
FWM
109
Foresight Wealth Management
Utah
$13M -$94.3K -2,560 -0.7%
HG
110
Harbor Group
New Hampshire
$12.9M +$221K +6,004 +2%
TFA
111
TPG Financial Advisors
Oregon
$12.8M +$340K +9,247 +3%
HGWM
112
Harvest Group Wealth Management
Massachusetts
$12.7M -$657K -16,972 -5%
NL
113
Navalign LLC
California
$12.3M -$552 -15 -0%
MML Investors Services
114
MML Investors Services
Massachusetts
$12.2M +$2.5M +67,947 +26%
RJA
115
Raymond James & Associates
Florida
$11.5M +$1.1M +29,743 +11%
BC
116
Burney Company
Virginia
$11.4M -$598K -16,233 -5%
PWPS
117
Pinnacle Wealth Planning Services
Ohio
$11.3M +$1.62M +43,884 +17%
CWM
118
CarsonAllaria Wealth Management
Illinois
$11.1M +$351K +9,539 +3%
EWM
119
Executive Wealth Management
Michigan
$11M -$3.75M -101,981 -26%
WFA
120
Wells Financial Advisors
Massachusetts
$10.8M +$6.87M +186,698 +177%
MPM
121
Meritage Portfolio Management
Kansas
$10.7M -$725K -19,702 -6%
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$10.5M +$975K +26,465 +10%
JWS
123
Juncture Wealth Strategies
Arizona
$10.1M -$144K -3,902 -1%
HFS
124
Horizon Financial Services
North Carolina
$9.82M -$1.04M -28,160 -10%
ML
125
McAdam LLC
Pennsylvania
$9.36M +$4.54M +123,329 +94%
3 4
5
6 7