SPYV icon

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 %
LWANC
376
Laurel Wealth Advisors (North Carolina)
North Carolina
$547K +$117K +3,387 +27%
CP
377
Castleview Partners
Texas
$542K +$542K +15,714 +196,425%
AA
378
Argent Advisors
Louisiana
$539K – – –
KOC
379
Koss-Olinger Consulting
Florida
$539K – – –
RFC
380
Regions Financial Corp
Alabama
$538K -$75.3K -2,183 -12%
LWM
381
Laidlaw Wealth Management
New York
$536K +$72.9K +2,114 +16%
MP
382
McDonald Partners
Ohio
$534K -$2.73K -79 -0.5%
PA
383
PSI Advisors
Florida
$530K +$519K +15,048 +4,934%
GIA
384
Gladstone Institutional Advisory
Florida
$528K +$95.6K +2,773 +22%
CB
385
Community Bank
New York
$522K +$11.4K +330 +2%
MFT
386
Moisand Fitzgerald Tamayo
Florida
$518K -$70.4K -2,039 -12%
CAGAS
387
Capital Advisory Group Advisory Services
Minnesota
$514K +$60.4K +1,751 +13%
BL
388
Balentine LLC
Georgia
$510K +$510K +14,790 New
FNBOO
389
First National Bank of Omaha
Nebraska
$505K +$26.3K +763 +5%
CC
390
Callan Capital
California
$502K +$502K +14,545 New
LIA
391
LBMC Investment Advisors
Tennessee
$490K +$490K +14,210 New
APA
392
American Portfolios Advisors
New York
$489K -$25.7K -744 -5%
TI
393
Trexquant Investment
Connecticut
$484K +$225K +6,527 +87%
SCA
394
Snowden Capital Advisors
New York
$483K -$825K -23,933 -63%
IA
395
Inspire Advisors
Idaho
$482K +$45.1K +1,307 +10%
SMA
396
Sage Mountain Advisors
Georgia
$481K -$2.97K -86 -0.6%
OPS
397
Orion Portfolio Solutions
Nebraska
$466K -$24.2K -700 -5%
ATPW
398
Ashton Thomas Private Wealth
Arizona
$465K -$55.8K -1,618 -11%
Bank of New York Mellon
399
Bank of New York Mellon
New York
$463K +$3.45K +100 +0.7%
BMD
400
Better Money Decisions
New Mexico
$462K +$482 +14 +0.1%
14 15
16
17 18