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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
SPF
5
Steven Patrick Farmer
$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 Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.21B 60,114,526 -38,236 -0.1%
LPL Financial
2
LPL Financial
California
$611M 16,604,226 +4,187,987 +34%
HC
3
Hamilton Capital
Ohio
$545M 14,798,424 +424,977 +3%
VA
4
Valmark Advisers
Ohio
$301M 8,164,659 -59,175 -0.7%
Morgan Stanley
5
Morgan Stanley
New York
$290M 7,873,068 -276,360 -3%
Bank of America
6
Bank of America
North Carolina
$267M 7,258,955 -13,341,205 -65%
AF
7
Allworth Financial
California
$222M 6,037,208 -2,173,664 -26%
UBS Group
8
UBS Group
Switzerland
$192M 5,210,583 -136,665 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$169M 4,578,859 -870,779 -16%
Franklin Resources
10
Franklin Resources
California
$159M 4,327,629 -142,855 -3%
SW
11
SVB Wealth
Massachusetts
$156M 4,243,871 -305,980 -7%
HI
12
Horizon Investments
North Carolina
$144M 3,914,133 -606,569 -13%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$129M 3,513,535 +349,518 +11%
NAS
14
Nicolet Advisory Services
Wisconsin
$123M 3,297,627 +50,414 +2%
AA
15
Alesco Advisors
New York
$115M 3,130,628 -99,751 -3%
WJA
16
Willis Johnson & Associates
Texas
$113M 3,069,844 +162,815 +6%
AA
17
Advisory Alpha
Michigan
$96M 2,606,396 -115,814 -4%
EH
18
Equitable Holdings
New York
$93.5M 2,540,120 -219,790 -8%
NP
19
NorthRock Partners
Minnesota
$87.4M 2,372,933 +22,403 +1%
Osaic Holdings
20
Osaic Holdings
Arizona
$81.9M 2,223,885 -285,872 -11%
PI
21
PFS Investments
Georgia
$78.7M 2,138,479 -430,521 -17%
Betterment LLC
22
Betterment LLC
New York
$77.9M 2,115,239 +854,685 +68%
Stifel Financial
23
Stifel Financial
Missouri
$77.2M 2,097,499 -34,134 -2%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$74.1M 2,012,297 -405,767 -17%
LFS
25
Lutz Financial Services
Nebraska
$73.2M 1,988,164 -12,904 -0.6%
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