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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 %
FWM
426
ForthRight Wealth Management
Georgia
$384K -$26.7K -775 -7%
WSTAM
427
Wilbanks Smith & Thomas Asset Management
Virginia
$382K – – –
KIA
428
Kraematon Investment Advisors
Massachusetts
$377K +$1.21K +35 +0.3%
HVIA
429
Hudson Valley Investment Advisors
New York
$374K +$45.6K +1,319 +14%
CG
430
Colony Group
Massachusetts
$372K +$965 +28 +0.3%
APWA
431
Atlas Private Wealth Advisors
New Jersey
$356K -$24.7K -717 -6%
CIC
432
Carnegie Investment Counsel
Ohio
$356K +$15.1K +437 +4%
BW
433
Bison Wealth
Georgia
$355K +$313K +9,089 +754%
Manulife (Manufacturers Life Insurance)
434
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$353K -$439K -12,726 -55%
FFG
435
Frisch Financial Group
New York
$353K -$7.11K -206 -2%
BBPWM
436
Blue Bell Private Wealth Management
Pennsylvania
$353K +$34.5K +999 +11%
DWM
437
Drive Wealth Management
Utah
$347K +$3.14K +91 +0.9%
FW
438
FirstPurpose Wealth
Utah
$344K +$113K +3,267 +49%
MSAM
439
Moloney Securities Asset Management
Missouri
$341K -$2.34K -68 -0.7%
BA
440
Bridge Advisory
California
$339K -$327K -9,491 -49%
SIA
441
Soltis Investment Advisors
Utah
$338K -$3.69K -107 -1%
AF
442
Arrow Financial
New York
$336K +$66.3K +1,925 +25%
FAM
443
Formidable Asset Management
Ohio
$335K – – –
Millennium Management
444
Millennium Management
New York
$335K +$335K +9,717 New
MA
445
MONECO Advisors
Connecticut
$332K +$61.1K +1,770 +23%
SFA
446
Sequoia Financial Advisors
Ohio
$328K +$34.1K +990 +12%
WGCA
447
Wolf Group Capital Advisors
Virginia
$325K +$97.3K +2,821 +43%
WPC
448
White Pine Capital
Minnesota
$324K – – –
RPC
449
Rossmore Private Capital
Connecticut
$323K +$66.8K +1,935 +26%
FWM
450
Focused Wealth Management
New York
$322K -$7K -203 -2%
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