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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 %
SAM
626
SignalPoint Asset Management
Missouri
– -$212K -5,760 Closed
WCFA
627
Walkner Condon Financial Advisors
Wisconsin
– -$211K -5,739 Closed
ACP
628
Aveo Capital Partners
Colorado
– -$210K -5,695 Closed
GCP
629
Gill Capital Partners
Colorado
– -$235K -5,622 Closed
CWM
630
CCG Wealth Management
California
– -$205K -5,556 Closed
CWP
631
Concord Wealth Partners
Virginia
– -$166K -4,515 Closed
EWA
632
EP Wealth Advisors
California
– -$121K -3,290 Closed
VRM
633
Vectors Research Management
New York
– -$112K -3,041 Closed
COCM
634
Charter Oak Capital Management
New Hampshire
– -$84K -2,271 Closed
VVP
635
Venture Visionary Partners
Ohio
– -$58.7K -1,593 Closed
TCWM
636
Total Clarity Wealth Management
Illinois
– -$56K -1,525 Closed
DI
637
Disciplined Investments
Oklahoma
– -$37K -1,000 Closed
SWM
638
SeaCrest Wealth Management
New York
– -$36K -981 Closed
SMC
639
Smith, Moore & Co
Missouri
– -$23K -617 Closed
RIM
640
Rockbridge Investment Management
New York
– -$18.5K -503 Closed
GT
641
Glenmede Trust
Pennsylvania
– -$16K -437 Closed
AW
642
ACG Wealth
Georgia
– -$7K -200 Closed
SFG
643
Steward Financial Group
Texas
– -$6K -186 Closed
CWM
644
Curi Wealth Management
North Carolina
– -$5K -139 Closed
RG
645
Retirement Group
California
– -$3K -82 Closed
BTI
646
Blue Trust Inc
Georgia
– -$2K -52 Closed
HNB
647
Huntington National Bank
Ohio
– -$8K – –
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