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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 %
IFA
401
Index Fund Advisors
California
$460K -$707K -20,509 -61%
HSG
402
Helen Stephens Group
Texas
$459K -$725 -21 -0.2%
TSWM
403
Tyler-Stone Wealth Management
Ohio
$459K – – –
ZF
404
Zhang Financial
Michigan
$458K +$458K +13,288 New
TIM
405
Thompson Investment Management
Wisconsin
$442K +$182K +5,277 +70%
AWA
406
Arkadios Wealth Advisors
Georgia
$438K +$10.1K +293 +2%
FPCP
407
Fort Point Capital Partners
California
$435K -$32.6K -945 -7%
HCWM
408
Harrison & Co Wealth Management
Virginia
$432K -$3.56K -103 -0.8%
NFP
409
Narus Financial Partners
Utah
$422K +$196K +5,679 +87%
JWCA
410
J.W. Cole Advisors
Florida
$422K -$5.62K -163 -1%
BWM
411
BCGM Wealth Management
Indiana
$414K +$414K +10,953 New
William Blair & Company
412
William Blair & Company
Illinois
$414K +$410K +11,905 +10,725%
BC
413
Brio Consultants
California
$410K -$19.4K -525 -5%
TSS
414
Two Sigma Securities
New York
$407K -$279K -8,091 -41%
FMWA
415
Forvis Mazars Wealth Advisors
Missouri
$407K -$42.3K -1,226 -9%
Cerity Partners
416
Cerity Partners
New York
$407K +$12.7K +369 +3%
FCI
417
Financial Counselors Inc
Kansas
$402K +$402K +11,655 New
FWI
418
Facet Wealth Inc
Maryland
$401K -$61.9K -1,608 -13%
DADC
419
D.A. Davidson & Co
Montana
$401K +$16.2K +469 +4%
DWM
420
Darwin Wealth Management
Florida
$397K +$2.83K +79 +0.7%
WAM
421
Wallington Asset Management
Indiana
$396K -$65.9K -1,910 -14%
WMR
422
Wealth Management Resources
Rhode Island
$394K -$28.1K -817 -7%
FMN
423
Financial Management Network
California
$394K -$14.1K -385 -3%
AAS
424
Ameritas Advisory Services
Nebraska
$393K -$13.2K -383 -3%
FI
425
Financial Insights
Washington
$393K +$51.8K +1,500 +15%
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17
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