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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 %
LC
476
LCNB Corp
Ohio
$248K – – –
BI
477
Ballast Inc
Kentucky
$248K +$2.45K +71 +1%
TCMP
478
Thrive Capital Management (Pennsylvania)
Pennsylvania
$240K -$12.8K -369 -5%
CIBC World Market
479
CIBC World Market
Ontario, Canada
$239K -$6.91K -200 -3%
EE
480
EWG Elevate
California
$237K -$25.6K -742 -10%
AR
481
Apeiron RIA
Texas
$237K +$237K +6,791 New
GC
482
Grimes & Company
Massachusetts
$234K +$2.87K +83 +1%
CAG
483
Csenge Advisory Group
Florida
$233K -$21.3K -620 -8%
CA
484
Cambridge Advisors
Nebraska
$230K +$8.51K +247 +4%
FG
485
Fiduciary Group
Georgia
$230K +$230K +5,838 New
GAM
486
Grandview Asset Management
Pennsylvania
$227K -$19.7K -571 -8%
OPA
487
Old Port Advisors
Maine
$226K -$2.41K -66 -1%
CAM
488
Cresset Asset Management
Illinois
$225K – – –
CGFA
489
Colton Groome Financial Advisors
North Carolina
$224K – – –
CW
490
Cook Wealth
North Carolina
$223K – – –
ST
491
Smithfield Trust
Pennsylvania
$221K – – –
BO
492
BRR OpCo
Ohio
$219K – – –
PCIA
493
Prime Capital Investment Advisors
Kansas
$218K -$44.1K -1,277 -17%
SB
494
Strategic Blueprint
Georgia
$212K -$35.7K -1,033 -14%
BI
495
Berkeley Inc
Idaho
$211K – – –
SEI Investments
496
SEI Investments
Pennsylvania
$204K +$9.64K +279 +5%
NL
497
NWAM LLC
Washington
$203K -$11K -319 -5%
RWM
498
Rockwood Wealth Management
Pennsylvania
$200K +$690 +20 +0.3%
FFW
499
Fusion Family Wealth
New York
$200K +$200K +5,116 New
BA
500
Ballast Advisors
Minnesota
$183K – – –
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