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

Top Sellers

1
HC
Hamilton Capital
Ohio
$349M
2
HI
Horizon Investments
North Carolina
$39.4M
3
Bank of America
Bank of America
North Carolina
$191M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$125M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$98.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
251
Cozad Asset Management
Illinois
$1.96M -$73.5K -2,130 -4%
TFA
252
Teamwork Financial Advisors
Texas
$1.93M +$495K +14,345 +35%
SWM
253
Seaside Wealth Management
California
$1.92M +$8.84K +230 +0.5%
WCA
254
Waypoint Capital Advisors
Minnesota
$1.88M – – –
AFP
255
Ausdal Financial Partners
Iowa
$1.86M +$1.36M +39,354 +270%
SCM
256
SCS Capital Management
Massachusetts
$1.85M +$1.85M +53,617 New
SWM
257
Spire Wealth Management
Virginia
$1.77M -$5.45M -157,952 -75%
RWMH
258
Riverpoint Wealth Management Holdings
Illinois
$1.74M -$17.3K -501 -1%
OIA
259
OneDigital Investment Advisors
Kansas
$1.74M -$142K -4,123 -8%
VWA
260
Visionary Wealth Advisors
Illinois
$1.73M +$40.9K +1,186 +2%
PAS
261
Park Avenue Securities
New York
$1.73M -$3.79M -109,904 -69%
PWM
262
Peterson Wealth Management
Nevada
$1.73M +$146K +4,235 +9%
SWA
263
Stratos Wealth Advisors
Ohio
$1.72M +$1.17M +33,908 +213%
TW
264
Towerpoint Wealth
California
$1.71M +$97.2K +2,816 +6%
DWM
265
Dakota Wealth Management
Florida
$1.71M +$469K +13,614 +38%
BIP
266
Blueprint Investment Partners
North Carolina
$1.69M +$241 +7 +0%
TWP
267
Tower Wealth Partners
Pennsylvania
$1.69M -$14.9K -388 -0.9%
WWM
268
WJ Wealth Management
Arizona
$1.69M +$112K +3,270 +7%
BA
269
Bristlecone Advisors
Washington
$1.58M +$22.7K +658 +1%
USCWA
270
U.S. Capital Wealth Advisors
Texas
$1.56M +$69 +2 +0%
OWA
271
Opal Wealth Advisors
New York
$1.56M +$105K +3,059 +7%
FTS
272
Fifth Third Securities
Ohio
$1.55M +$45.3K +1,314 +3%
AO
273
Advisor OS
Illinois
$1.54M +$1.29M +37,462 +527%
SS
274
Simplicity Solutions
Minnesota
$1.52M -$91.9K -2,664 -6%
BWM
275
BCS Wealth Management
Tennessee
$1.51M +$298K +8,645 +25%
9 10
11
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