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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 %
KAS
176
Kestra Advisory Services
Texas
$5.01M -$959K -26,055 -16%
CWA
177
Clarus Wealth Advisors
Arizona
$5M -$95.7K -2,585 -2%
RIS
178
Retirement Income Solutions
Michigan
$4.98M +$108K +2,932 +2%
PFG
179
PAX Financial Group
Texas
$4.97M -$239K -6,480 -5%
PC
180
Pecaut & Co
Iowa
$4.93M +$42.1K +1,144 +0.9%
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
$4.84M +$1.41M +38,317 +41%
ICG
182
InterOcean Capital Group
Tennessee
$4.83M +$235K +6,381 +5%
GIA
183
GHP Investment Advisors
Colorado
$4.82M +$47.8K +1,299 +1%
First Trust Advisors
184
First Trust Advisors
Illinois
$4.79M +$2.56M +69,445 +114%
CCMG
185
Clark Capital Management Group
Pennsylvania
$4.72M +$4.41M +119,696 +1,402%
FC
186
Financial Council
Maryland
$4.65M +$485K +13,183 +12%
EFS
187
Econ Financial Services
Pennsylvania
$4.56M -$50.9K -1,381 -1%
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$4.45M +$1.39M +37,826 +46%
AAS
189
Avantax Advisory Services
Texas
$4.39M +$1.38M +37,581 +46%
IWN
190
Independent Wealth Network
Iowa
$4.38M -$87.3K -2,372 -2%
MW
191
Marcum Wealth
Ohio
$4.37M +$4.38K +119 +0.1%
CFG
192
Cooper Financial Group
California
$4.26M +$612K +16,634 +17%
Koshinski Asset Management
193
Koshinski Asset Management
Illinois
$4.21M +$35.1K +953 +0.8%
GRP
194
Global Retirement Partners
California
$4.18M +$1.67M +45,455 +67%
QC
195
Quent Capital
New York
$4.14M +$780K +21,191 +23%
GFPC
196
Global Financial Private Client
Florida
$4.08M -$1.2M -32,101 -23%
LFPWM
197
Leicht Financial Planning & Wealth Management
New Jersey
$4.03M +$4.03M +109,511 New
OAM
198
Occidental Asset Management
California
$4.03M +$89.9K +2,443 +2%
Rockefeller Capital Management
199
Rockefeller Capital Management
New York
$4.02M -$612K -16,629 -13%
OHIS
200
Oak Harvest Investment Services
Texas
$4.02M +$4.02M +109,116 New
6 7
8
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