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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 %
IA
126
IFP Advisors
Florida
$9.12M – – –
JFA
127
JNBA Financial Advisors
Minnesota
$9.04M -$490K -13,320 -5%
State Street
128
State Street
Massachusetts
$9M -$245K -6,661 -3%
VLC
129
Van Leeuwen & Company
New Jersey
$8.97M +$339K +9,195 +4%
GWM
130
Geneos Wealth Management
Colorado
$8.86M +$1.59M +42,666 +22%
FLPIM
131
F.L. Putnam Investment Management
Massachusetts
$8.78M +$1.86M +50,428 +27%
AIA
132
Angeles Investment Advisors
California
$8.73M -$10.2M -277,240 -54%
1WM
133
1900 Wealth Management
Texas
$8.59M +$358K +9,728 +4%
UCFA
134
United Capital Financial Advisors
Texas
$8.58M -$538K -14,623 -6%
SFG
135
StrategIQ Financial Group
Indiana
$8.5M +$219K +5,939 +3%
LFAS
136
Level Four Advisory Services
Texas
$8.46M -$327K -8,883 -4%
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$8M -$3.1M -84,083 -28%
KWM
138
Kingsview Wealth Management
Oregon
$7.88M +$660K +17,932 +9%
RC
139
RegentAtlantic Capital
New Jersey
$7.79M -$31.8M -862,769 -80%
SWM
140
Spire Wealth Management
Virginia
$7.71M +$3.54M +96,196 +85%
Truist Financial
141
Truist Financial
North Carolina
$7.69M +$160K +4,342 +2%
Baird Financial Group
142
Baird Financial Group
Wisconsin
$7.64M -$360K -9,783 -5%
WI
143
WrapManager Inc
California
$7.52M -$461K -12,509 -6%
AWS
144
Atria Wealth Solutions
New York
$7.5M +$3.34M +90,569 +80%
VCP
145
Verus Capital Partners
Arizona
$7.19M -$6.72M -103,737 -48%
SAM
146
Securian Asset Management
Minnesota
$7.16M +$2.84M +77,000 +66%
GVAG
147
Great Valley Advisor Group
Delaware
$7.07M -$11M -299,190 -61%
LTL
148
Lowery Thomas LLC
California
$6.96M +$471K +12,791 +7%
HA
149
Hofer & Associates
California
$6.93M +$18.5K +502 +0.3%
NA
150
NewEdge Advisors
Louisiana
$6.87M +$1.04M +28,170 +18%
4 5
6
7 8