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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 %
TRCT
576
Tower Research Capital (TRC)
New York
$7K -$157K -4,560 -96%
FHA
577
First Horizon Advisors
Tennessee
$7K -$18.7K -605 -73%
SSB
578
Sandy Spring Bank
Maryland
$7K +$7K +198 New
EWM
579
Executive Wealth Management
Michigan
$6K -$292K -291,590 -98%
FWP
580
FAS Wealth Partners
Kansas
$6K – – –
NMG
581
New Millennium Group
Utah
$3K -$671 -17 -18%
RPCA
582
Running Point Capital Advisors
California
$3K – – –
SIS
583
Sound Income Strategies
Florida
$3K – – –
CAAS
584
Capital Asset Advisory Services
Michigan
$3K +$1.3K +42 +76%
HFS
585
Hantz Financial Services
Michigan
$2K – – –
WTA
586
Washington Trust Advisors
Massachusetts
$2K +$2K +52 New
FGAM
587
Financial Gravity Asset Management
Texas
$1.9K -$2K -30,841 -51%
FP
588
Financial Perspectives
Minnesota
$1.89K – – –
CS
589
Credit Suisse
Switzerland
$1K -$1.88M -71,625 -100%
BWM
590
Baystate Wealth Management
Massachusetts
$1K -$12.9K -373 -93%
OSAM
591
O'Shaughnessy Asset Management
Connecticut
$1K – – –
TF
592
Tompkins Financial
New York
$1K – – –
CWM
593
Castle Wealth Management
Florida
$1K – – –
BSB
594
Bangor Savings Bank
Maine
$1K +$1K +22 New
CIAS
595
CFS Investment Advisory Services
New Jersey
$1K +$1K +37,973 New
MOS
596
MGO One Seven
Ohio
$270 -$34 -995 -11%
WIM
597
Westside Investment Management
California
$64 – – –
Bank of Montreal
598
Bank of Montreal
Ontario, Canada
$4 +$2 +65 +130%
ARC
599
Advisor Resource Council
Texas
– -$21.2M -575,793 Closed
CFA
600
Camarda Financial Advisors
Florida
– -$5.59M -151,940 Closed
22 23
24
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