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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
+$122M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$71.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$35M
4
CWA
Choice Wealth Advisors
Maine
+$21M
5
AF
Allworth Financial
California
+$14.6M

Top Sellers

1
HC
Hamilton Capital
Ohio
-$161M
2
HI
Horizon Investments
North Carolina
-$95.6M
3
Bank of America
Bank of America
North Carolina
-$59.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$32.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
351
Cedar Wealth Management
California
$691K +$227K +6,585 +49%
LJAC
352
L.J. Altfest & Co
New York
$671K +$2.83K +82 +0.4%
LBC
353
Lowe Brockenbrough & Co
Virginia
$666K -$147K -4,260 -18%
WA
354
Wealthstream Advisors
New York
$665K +$11K +320 +2%
ASN
355
Advisory Services Network
Georgia
$662K -$1.12M -32,470 -63%
ACM
356
Advance Capital Management
Michigan
$652K +$219K +6,351 +51%
MCC
357
Money Concepts Capital
Florida
$651K +$31.4K +912 +5%
SCM
358
Spring Capital Management
Texas
$646K +$646K +18,740 New
SF
359
Safeguard Financial
Wisconsin
$643K +$6.76K +196 +1%
WPW
360
Waldron Private Wealth
Pennsylvania
$642K – – –
MA
361
Mutual Advisors
Nebraska
$638K +$322K +9,355 +102%
CRC
362
Curi RMB Capital
Illinois
$636K +$636K +18,442 New
AC
363
AWM Capital
Arizona
$626K +$3.78K +95 +0.6%
IHWM
364
Iron Horse Wealth Management
Iowa
$615K -$260K -7,526 -30%
WWA
365
WCG Wealth Advisors
Nevada
$611K -$305K -8,844 -33%
RFN
366
Redwood Financial Network
Ohio
$606K +$24.1K +698 +4%
GT
367
Greenleaf Trust
Michigan
$605K -$1.21K -35 -0.2%
CL
368
COWA LLC
Oklahoma
$593K -$7.62K -221 -1%
BF
369
BOK Financial
Oklahoma
$575K -$127K -3,690 -18%
DA
370
Detalus Advisors
Missouri
$572K – – –
PMG
371
ProVise Management Group
Florida
$566K +$3.97K +115 +0.7%
PWM
372
Perigon Wealth Management
California
$566K +$23.8K +691 +4%
MIAS
373
Mason Investment Advisory Services
Virginia
$564K – – –
WSWA
374
Warren Street Wealth Advisors
California
$562K -$12.6K -366 -2%
MAWCM
375
Mine & Arao Wealth Creation & Management
California
$555K +$1.48K +43 +0.3%
13 14
15
16 17