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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 %
CF
201
Centaurus Financial
California
$4.01M +$98K +2,661 +3%
OC
202
Oppenheimer & Co
New York
$3.99M +$3.3M +89,671 +482%
PWM
203
Penobscot Wealth Management
Maine
$3.96M +$167K +4,546 +4%
AWA
204
Alta Wealth Advisors
Massachusetts
$3.93M +$607K +16,479 +18%
SSW
205
Stone Summit Wealth
Florida
$3.93M +$818K +22,203 +26%
PWG
206
Private Wealth Group
Florida
$3.91M -$21.7K -588 -0.6%
HFW
207
Horizon Family Wealth
Illinois
$3.87M +$334K +9,071 +9%
KFI
208
Key Financial Inc
Pennsylvania
$3.83M -$69.1K -1,852 -2%
CSPIA
209
Cary Street Partners Investment Advisory
Virginia
$3.75M +$533K +14,478 +17%
LWAC
210
Laurel Wealth Advisors (California)
California
$3.7M -$800K -21,730 -18%
AMM
211
American Money Management
California
$3.58M +$344K +9,333 +11%
CWA
212
Centennial Wealth Advisory
Michigan
$3.42M -$400K -10,874 -10%
CWM
213
Cornerstone Wealth Management
Missouri
$3.41M +$96K +2,608 +3%
TDWM
214
Topel & Distasi Wealth Management
California
$3.38M – – –
SAM
215
Smithbridge Asset Management
Pennsylvania
$3.33M +$82K +2,227 +3%
SW
216
Simplicity Wealth
New Jersey
$3.27M -$1.88M -51,188 -37%
AWM
217
Atticus Wealth Management
Florida
$3.26M +$2.26M +61,486 +226%
TW
218
Transform Wealth
Colorado
$3.25M -$177K -4,805 -5%
AFS
219
Annapolis Financial Services
Maryland
$3.14M – – –
CSPAM
220
Cary Street Partners Asset Management
Virginia
$3.13M +$1.99M +53,953 +173%
RFN
221
RDA Financial Network
Iowa
$3.13M +$55.2K +1,500 +2%
TC
222
TAGStone Capital
North Carolina
$2.95M +$105K +2,856 +4%
WAP
223
Wealthcare Advisory Partners
Pennsylvania
$2.89M +$256K +6,963 +10%
NC
224
NewSquare Capital
Pennsylvania
$2.89M -$181K -4,910 -6%
FFG
225
Fullen Financial Group
Ohio
$2.85M +$3.09K +84 +0.1%
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