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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
1
LPL Financial
California
$695M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$2.15B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$83.5M
4
CWA
4
Choice Wealth Advisors
Maine
$21M
5
AF
5
Allworth Financial
California
$223M

Top Sellers

1
HC
1
Hamilton Capital
Ohio
$349M
2
HI
2
Horizon Investments
North Carolina
$39.4M
3
Bank of America
3
Bank of America
North Carolina
$191M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$125M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$98.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$62.4M +$10.5M +304,772 +20%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$58.8M -$1.19M -34,434 -2%
AWM
28
AE Wealth Management
Kansas
$57.6M -$7M -202,858 -11%
CWM
29
Connecticut Wealth Management
Connecticut
$55.7M +$997K +28,918 +2%
EWA
30
ERTS Wealth Advisors
Michigan
$50M -$7.51M -217,812 -13%
SQA
31
Simon Quick Advisors
New Jersey
$46.6M +$7M +203,014 +18%
BlackRock
32
BlackRock
New York
$46.2M +$1.17M +34,032 +3%
KW
33
KWB Wealth
California
$45.8M +$1.14M +32,981 +3%
NEWAS
34
N.E.W. Advisory Services
Wisconsin
$45.8M +$897K +26,010 +2%
NA
35
Nottingham Advisors
New York
$43.4M +$1.12M +32,183 +3%
ONB
36
Old National Bancorp
Indiana
$42.6M +$2.83M +82,034 +7%
AI
37
Accredited Investors
Minnesota
$42M -$540K -15,662 -1%
Ameriprise
38
Ameriprise
Minnesota
$41.6M -$4.48M -129,823 -10%
MFG
39
Magnus Financial Group
New York
$41.5M +$849K +24,602 +2%
MIAN
40
Mariner Independent Advisor Network
Kansas
$41.3M +$1.06M +30,749 +3%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$40.9M -$1.65M -47,725 -4%
HI
42
Horizon Investments
North Carolina
$39.4M -$95.6M -2,772,165 -71%
NB
43
Nicolet Bankshares
Wisconsin
$38.3M +$1.36M +39,400 +4%
KA
44
Klingman & Associates
New York
$37.7M +$8.85M +256,734 +31%
TVAMP
45
Tennessee Valley Asset Management Partners
Tennessee
$37.2M -$2.31M -67,026 -6%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$37.1M +$3.53M +102,226 +10%
CA
47
CoreCap Advisors
Michigan
$36.6M +$2.52M +73,111 +7%
HighTower Advisors
48
HighTower Advisors
Illinois
$34.4M -$10.1M -291,499 -23%
BCM
49
Brookstone Capital Management
Illinois
$33.9M -$2.38M -68,482 -7%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$33.4M +$385K +11,152 +1%
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