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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 %
Simplex Trading
276
Simplex Trading
Illinois
$1.5M +$1.5M +43,500 New
EA
277
Eclectic Associates
California
$1.48M -$10.5K -304 -0.7%
WP
278
WealthShield Partners
North Carolina
$1.48M +$30.9K +895 +2%
CRI
279
Colonial River Investments
Virginia
$1.46M +$5.14K +149 +0.4%
KFS
280
Kaizen Financial Strategies
California
$1.44M +$265K +7,687 +23%
MWM
281
Modera Wealth Management
New Jersey
$1.43M -$81.6K -2,365 -5%
FAIM
282
Financial Advocates Investment Management
Washington
$1.37M +$172K +3,729 +14%
WFS
283
Weitzel Financial Services
Iowa
$1.37M -$84.3K -2,445 -6%
JSL
284
JT Stratford LLC
Georgia
$1.37M +$66.9K +1,940 +5%
B
285
Bridgeworth
Alabama
$1.34M +$183K +5,291 +16%
SPIA
286
Steward Partners Investment Advisory
New York
$1.34M +$27.1K +785 +2%
V
287
Veritable
Delaware
$1.32M -$337K -9,770 -20%
CTFG
288
Capstone Triton Financial Group
Oklahoma
$1.3M +$64.9K +1,883 +5%
PPP
289
Private Portfolio Partners
New Jersey
$1.29M +$1.29M +37,517 New
CFD
290
Creative Financial Designs
Indiana
$1.28M +$80.3K +2,327 +7%
Vontobel Holding
291
Vontobel Holding
Switzerland
$1.28M – – –
BCI
292
Brinker Capital Investments
Pennsylvania
$1.27M -$121K -3,515 -9%
Invesco
293
Invesco
Georgia
$1.26M -$260K -7,528 -17%
PRWA
294
Platte River Wealth Advisors
Colorado
$1.25M – – –
BTWM
295
Baker Tilly Wealth Management
Wisconsin
$1.24M +$434K +12,566 +54%
IWC
296
Integrated Wealth Concepts
Massachusetts
$1.24M +$277K +8,025 +29%
CSPAM
297
Cary Street Partners Asset Management
Virginia
$1.23M -$1.7M -49,332 -58%
IC
298
Innealta Capital
Texas
$1.23M -$296K -8,584 -19%
SFS
299
Sowell Financial Services
Arkansas
$1.22M +$1.22M +35,461 New
CFG
300
Citizens Financial Group
Rhode Island
$1.22M -$31K -900 -2%
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