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
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 %
WWM
551
Wolff Wiese Magana
California
$24K -$1.19K -34 -5%
CHC
552
City Holding Co
West Virginia
$24K – – –
ACA
553
Atlas Capital Advisors
Wyoming
$23.6K – – –
CFB
554
Cullen/Frost Bankers
Texas
$23K – – –
SBL
555
Sargent Bickham Lagudis
Colorado
$22K +$136 +4 +0.6%
CHA
556
Carmichael Hill & Associates
Maryland
$20K +$20K +591 New
BWA
557
BDO Wealth Advisors
Florida
$19K +$19K +562 New
WPWM
558
Western Pacific Wealth Management
Illinois
$18K +$18K +522 New
BLC
559
Brown, Lisle/Cummings
Rhode Island
$17.2K – – –
CFO
560
CVA Family Office
Colorado
$16K – – –
HI
561
Hoey Investments
Pennsylvania
$16K +$16K +464 New
PMFA
562
Plante Moran Financial Advisors
Michigan
$15K -$8.96K -258 -37%
WTC
563
WhitTier Trust Company
Nevada
$13K – – –
Citigroup
564
Citigroup
New York
$13K +$1.15K +33 +10%
GM
565
GeoWealth Management
Illinois
$13K +$13K +391 New
TAM
566
Tucker Asset Management
Colorado
$12.4K +$12.4K +323 New
GA
567
GoalVest Advisory
New York
$12K +$12K +344 New
TWA
568
TCI Wealth Advisors
Arizona
$12K +$12K +349 New
TWM
569
Tradition Wealth Management
Minnesota
$11K – – –
BONH
570
Bank of New Hampshire
New Hampshire
$11K – – –
CIAS
571
Capital Investment Advisory Services
North Carolina
$10K -$3.75K -106 -27%
PFBT
572
Parkside Financial Bank & Trust
Missouri
$10K – – –
CAL
573
Capital Advisors Ltd
Ohio
$9K – – –
ACA
574
Aptus Capital Advisors
Alabama
$9K – – –
CT
575
Cambridge Trust
Massachusetts
$8K +$3.98K +120 +99%
21 22
23
24 25