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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 %
FFA
501
Founders Financial Alliance
North Carolina
$178K +$173K +5,014 +3,153%
OSNBOA
502
Old Second National Bank of Aurora
Illinois
$173K +$4.44K +129 +3%
JFGIW
503
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$165K +$1.15K +30 +0.7%
RIA
504
Realta Investment Advisors
Delaware
$163K +$163K +4,721 New
VNA
505
Valley National Advisers
Pennsylvania
$158K – – –
AWM
506
Accel Wealth Management
Iowa
$157K +$183 +5 +0.1%
US Bancorp
507
US Bancorp
Minnesota
$157K +$37.8K +1,093 +32%
HGERS
508
Householder Group Estate & Retirement Specialist
Arizona
$155K -$33K -961 -18%
PNC Financial Services Group
509
PNC Financial Services Group
Pennsylvania
$151K -$4.66K -135 -3%
Carson Wealth (CWM LLC)
510
Carson Wealth (CWM LLC)
Nebraska
$150K -$133K -3,875 -47%
GAG
511
Goodman Advisory Group
Massachusetts
$144K -$50.2K -1,455 -26%
MDCM
512
Morgan Dempsey Capital Management
Wisconsin
$143K +$51.7K +1,500 +57%
TCM
513
Tradewinds Capital Management
Washington
$134K -$39.8K -1,150 -23%
JWA
514
JFS Wealth Advisors
Pennsylvania
$130K +$1.25K +36 +1%
TFS
515
TrustCore Financial Services
Tennessee
$129K +$4.82K +140 +4%
PP
516
PrairieView Partners
Minnesota
$112K – – –
OIA
517
Optimum Investment Advisors
Illinois
$110K – – –
EWM
518
Evermay Wealth Management
Virginia
$110K – – –
CA
519
Clearstead Advisors
Ohio
$107K -$20.6K -595 -16%
ODG
520
O'Dell Group
Ohio
$96K +$554 +16 +0.6%
GI
521
Gradient Investments
Minnesota
$85K -$44.8K -1,295 -35%
TFGT
522
TS Financial Group (TSFG)
Illinois
$84K +$241 +7 +0.3%
TWC
523
TD Waterhouse Canada
Ontario, Canada
$80.9K +$71 +2 +0.1%
AA
524
AlphaMark Advisors
Kentucky
$78K – – –
S
525
SignatureFD
Georgia
$77K -$14.7K -426 -16%
19 20
21
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