SPYV icon

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 %
HF
526
Halpern Financial
Virginia
$76K – – –
HWA
527
Heritage Wealth Advisors
Virginia
$75.9K – – –
PB
528
Pinnacle Bancorp
Nebraska
$75K – – –
WAS
529
Winch Advisory Services
Wisconsin
$74K -$33.6K -967 -31%
CMP
530
Coston McIsaac & Partners
Maine
$74K – – –
EC
531
EdgeRock Capital
Colorado
$72K +$72K +2,094 New
WFA
532
Wipfli Financial Advisors
Wisconsin
$57K +$57K +1,641 New
MAM
533
Meeder Asset Management
Ohio
$57K +$57K +1,666 New
AssetMark Inc
534
AssetMark Inc
California
$54K +$14.2K +408 +36%
WWM
535
Wagner Wealth Management
South Carolina
$53K +$310 +9 +0.6%
NL
536
NVWM LLC
Pennsylvania
$50K – – –
TIM
537
Tortoise Investment Management
New York
$41K -$105 -3 -0.3%
ADL
538
Asset Dedication LLC
California
$41K +$4.58K +132 +13%
PI
539
PFS Investments
Georgia
$41K -$32.8K -950,474 -44%
GWS
540
Glassman Wealth Services
Virginia
$34K – – –
LF
541
Lee Financial
Texas
$30K -$1.29K -37 -4%
CAL
542
Capital Analysts LLC
Pennsylvania
$30K – – –
CWC
543
Carolinas Wealth Consulting
North Carolina
$30K – – –
ACK
544
Andrew C. Karlinski
$29K +$29K +853 New
LWCFA
545
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K – – –
HFM
546
Hartford Financial Management
Connecticut
$27K – – –
HWMA
547
Heritage Wealth Management (Arizona)
Arizona
$26K -$3.54K -104 -12%
FDCDDQ
548
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.5K – – –
CDIA
549
Capital Directions Investment Advisors
Georgia
$25K -$27K -720 Closed
PWMG
550
Prestige Wealth Management Group
New Jersey
$24K -$17.1K -500 -42%
20 21
22
23 24