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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 %
FFC
151
Fure Financial Corporation
Minnesota
$6.72M -$127K -3,463 -2%
WFPG
152
Waller Financial Planning Group
Ohio
$6.71M -$250K -6,788 -4%
CC
153
Courier Capital
New York
$6.53M +$377K +10,238 +6%
SOS
154
Silver Oak Securities
Tennessee
$6.5M +$1.39M +36,810 +27%
TCFP
155
Treasure Coast Financial Planning
Florida
$6.45M +$876K +23,784 +16%
FPIS
156
Financial Planning & Information Services
Wisconsin
$6.42M +$133K +3,607 +2%
PFG
157
Pacific Financial Group
Washington
$6.22M -$315K -8,565 -5%
BDF
158
Balasa Dinverno & Foltz
$6.2M +$6.2M +168,420 New
OC
159
Oarsman Capital
Wisconsin
$6.11M +$388K +10,531 +7%
VBFP
160
Valtinson Bruner Financial Planning
Minnesota
$6.01M +$589K +15,987 +11%
SC
161
Savant Capital
Illinois
$5.97M -$228K -6,188 -4%
PA
162
Probity Advisors
Texas
$5.95M -$74.5K -2,024 -1%
PAS
163
Park Avenue Securities
New York
$5.89M +$949K +25,767 +19%
CA
164
CGN Advisors
Kansas
$5.87M -$57.8K -1,571 -1%
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
$5.83M +$822K +22,336 +16%
SIG
166
Sargent Investment Group
Maryland
$5.81M +$5.81M +157,657 New
BFG
167
Barber Financial Group
Kansas
$5.79M +$219K +5,937 +4%
SW
168
SkyOak Wealth
Michigan
$5.62M -$92K -2,498 -2%
CFA
169
Camarda Financial Advisors
Florida
$5.59M +$5.59M +151,940 New
GG
170
GenWealth Group
New Jersey
$5.58M +$17.2K +467 +0.3%
SA
171
Shilanski & Associates
Alaska
$5.41M +$192K +5,223 +4%
MWA
172
Motive Wealth Advisors
Michigan
$5.25M -$109K -2,966 -2%
EFL
173
ERn Financial LLC
Wisconsin
$5.08M -$2.07M -56,159 -29%
FIM
174
Freedom Investment Management
Connecticut
$5.08M +$387K +10,503 +8%
CI
175
Cavalier Investments
Georgia
$5.02M -$616K -16,735 -11%
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