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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 %
BAM
451
Belpointe Asset Management
Nevada
$321K -$25.7K -744 -7%
TCA
452
Transcend Capital Advisors
New Jersey
$321K +$321K +9,318 New
IP
453
Investment Partners
Ohio
$320K – – –
BRWA
454
B. Riley Wealth Advisors
Florida
$313K -$143K -4,149 -31%
MCM
455
MAI Capital Management
Ohio
$311K – – –
BBNA
456
Bremer Bank National Association
Minnesota
$311K – – –
VCM
457
Vivaldi Capital Management
Illinois
$307K – – –
ESB
458
Essex Savings Bank
Connecticut
$301K +$66.7K +1,935 +28%
ST
459
Somerset Trust
Pennsylvania
$300K – – –
BPA
460
Beacon Pointe Advisors
California
$292K -$110K -3,202 -27%
PFM
461
Phillips Financial Management
Indiana
$292K +$292K +8,477 New
B
462
Bensler
Washington
$284K +$6.83K +198 +2%
BMWM
463
Brown Miller Wealth Management
Virginia
$280K +$280K +8,140 New
DI
464
DFPG Investments
Utah
$277K +$277K +7,569 New
Chevy Chase Trust
465
Chevy Chase Trust
Maryland
$273K – – –
DAS
466
Dynamic Advisor Solutions
Arizona
$273K +$3.63K +105 +1%
EWA
467
Exencial Wealth Advisors
Oklahoma
$272K +$34 +1 +0%
EFG
468
Erickson Financial Group
Pennsylvania
$270K – – –
MA
469
MCF Advisors
Kentucky
$268K +$248K +7,180 +1,223%
AA
470
Ancora Advisors
Ohio
$258K -$161K -4,671 -38%
KA
471
Kovack Advisors
Florida
$256K +$48.5K +1,404 +23%
SWIM
472
Smallwood Wealth Investment Management
New Jersey
$256K +$256K +7,421 New
NFSG
473
Newbridge Financial Services Group
Florida
$253K +$121K +3,525 +92%
DACG
474
Donor Advised Charitable Giving
California
$252K +$252K +7,294 New
CWM
475
Cahaba Wealth Management
Georgia
$249K +$1.48K +43 +0.6%
17 18
19
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