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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

599 hedge funds and large institutions have $9.09B invested in SPDR Portfolio S&P 500 Value ETF in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 271 increasing their positions, 199 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
-5
Holders Change %
-0.83%
% of All Funds
10.36%
Holding in Top 10
93
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7%
% of All Funds
1.61%
New
51
Increased
271
Reduced
199
Closed
50
Calls
$11.4M
Puts
$1.48M
Net Calls
+$9.9M
Net Calls Change
+$4.94M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$695M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$2.15B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$83.5M
4
CWA
4
Choice Wealth Advisors
Maine
$21M
5
AF
5
Allworth Financial
California
$223M

Top Sellers

1
HC
1
Hamilton Capital
Ohio
$349M
2
HI
2
Horizon Investments
North Carolina
$39.4M
3
Bank of America
3
Bank of America
North Carolina
$191M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$125M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$98.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
226
RegentAtlantic Capital
New Jersey
$2.69M -$4.6M -133,411 -63%
CI
227
Cavalier Investments
Georgia
$2.68M -$2.02M -58,430 -43%
AWA
228
Arete Wealth Advisors
Illinois
$2.66M +$746K +21,618 +39%
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$2.63M – – –
AMG
230
Asset Management Group
Connecticut
$2.62M +$871K +25,256 +50%
GEA
231
Glen Eagle Advisors
New Jersey
$2.57M -$51.4K -1,490 -2%
Creative Planning
232
Creative Planning
Kansas
$2.56M -$82.3K -2,387 -3%
1IA
233
1834 Investment Advisors
Wisconsin
$2.5M +$1.71M +49,459 +214%
Susquehanna International Group
234
Susquehanna International Group
Pennsylvania
$2.43M -$5.07M -147,001 -68%
BWFA
235
Baltimore-Washington Financial Advisors
Maryland
$2.36M +$965 +28 +0%
Northern Trust
236
Northern Trust
Illinois
$2.34M +$2.34M +67,814 New
PIFP
237
Partners in Financial Planning
Virginia
$2.3M +$6.97K +176 +0.3%
IWP
238
IAG Wealth Partners
Wisconsin
$2.29M +$375K +10,883 +20%
AIS
239
American Investment Services
Massachusetts
$2.28M – – –
CIM
240
Corda Investment Management
Texas
$2.22M -$93.9K -2,724 -4%
SWP
241
Stratos Wealth Partners
Ohio
$2.21M -$202K -5,867 -8%
GB
242
Gunma Bank
Japan
$2.21M – – –
Cetera Investment Advisers
243
Cetera Investment Advisers
Illinois
$2.14M +$812K +23,543 +61%
PIA
244
Perennial Investment Advisors
California
$2.11M +$2K +58 +0.1%
RMAM
245
Raab & Moskowitz Asset Management
New Jersey
$2.09M -$76.5K -2,219 -4%
1SB
246
1ST Source Bank
Indiana
$2.05M +$109K +3,159 +6%
MFG
247
Merit Financial Group
Georgia
$2.03M +$1.53M +44,421 +306%
OFS
248
OneAscent Financial Services
Alabama
$2.01M +$54.2K +1,572 +3%
CAC
249
Certified Advisory Corp
Florida
$1.98M +$198K +5,753 +11%
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$1.97M +$825K +23,914 +72%
8 9
10
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