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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 %
WIM
326
WealthPlan Investment Management
Nebraska
$951K +$951K +24,032 New
SL
327
Salomon & Ludwin
Virginia
$927K +$68.2K +1,976 +8%
TC
328
TAP Consulting
Missouri
$919K +$919K +26,650 New
TFA
329
Tobias Financial Advisors
Florida
$903K +$313K +9,080 +53%
WA
330
Wambolt & Associates
Colorado
$885K +$114K +3,294 +15%
IAN
331
Integrated Advisors Network
Texas
$867K -$69.9K -2,027 -7%
LNC
332
Lincoln National Corp
Pennsylvania
$862K -$220K -6,371 -20%
PA
333
PFG Advisors
Arizona
$855K +$12.1K +351 +1%
CWMGP
334
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$848K +$29.8K +865 +4%
PWA
335
Peterson Wealth Advisors
Utah
$838K -$827K -23,996 -50%
SPWM
336
Schrum Private Wealth Management
Florida
$814K -$23K -666 -3%
EI
337
Ellevest Inc
New York
$791K +$86.1K +2,495 +12%
GL
338
Graypoint LLC
New York
$783K – – –
Qube Research & Technologies (QRT)
339
Qube Research & Technologies (QRT)
United Kingdom
$782K +$733K +21,262 +1,502%
HHGC
340
Hunting Hill Global Capital
New York
$778K +$778K +22,556 New
MAG
341
MRA Advisory Group
New Jersey
$775K +$91.1K +2,600 +13%
PC
342
Permanens Capital
New York
$762K +$10.2K +295 +1%
AF
343
Advisornet Financial
Minnesota
$761K -$100K -2,908 -12%
WCG
344
Wall Capital Group
Arizona
$751K +$751K +21,433 New
RW
345
REDW Wealth
New Mexico
$742K +$742K +21,508 New
LF
346
Lantz Financial
Illinois
$735K -$255K -7,398 -26%
IGWM
347
ICA Group Wealth Management
Colorado
$732K +$315K +9,141 +76%
ACM
348
Advisors Capital Management
New Jersey
$731K +$79 +2 +0%
CA
349
Centerpoint Advisors
Massachusetts
$727K – – –
6F
350
626 Financial
Michigan
$696K +$696K +20,166 New
12 13
14
15 16