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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 %
PAG
51
Private Advisor Group
New Jersey
$33.4M +$4.12M +119,333 +14%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$33.2M +$1.75M +49,771 +6%
RWM
53
Reston Wealth Management
Virginia
$32M +$411K +11,910 +1%
WH
54
Whitcomb & Hess
Ohio
$31.5M +$344K +9,972 +1%
TF
55
TIAA FSB
Florida
$30.4M +$7.73M +224,150 +34%
FNT
56
First National Trust
Pennsylvania
$29.1M +$1.02M +29,441 +4%
CFG
57
Compton Financial Group
Maryland
$28.9M +$891K +25,841 +3%
FFG
58
Ford Financial Group
California
$28.9M +$3.46M +100,345 +14%
AWM
59
Angeles Wealth Management
California
$28.6M +$10.8M +313,031 +61%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$27M +$1.29M +37,445 +5%
APP
61
Avantax Planning Partners
Iowa
$26.1M -$7.68M -222,613 -23%
WCAMG
62
Woodard & Company Asset Management Group
North Carolina
$26M -$80.7K -2,339 -0.3%
Prudential Financial
63
Prudential Financial
New Jersey
$24.8M -$1.22M -34,961 -5%
MWPCG
64
Measured Wealth Private Client Group
New Hampshire
$24M -$2.99M -86,747 -11%
Goldman Sachs
65
Goldman Sachs
New York
$23.6M +$5.86M +169,961 +33%
IWA
66
Inspirion Wealth Advisors
Illinois
$23.6M -$139K -4,042 -0.6%
ACA
67
Ackerman Capital Advisors
Texas
$23.4M +$3.97M +115,233 +20%
JPMPWA
68
J.P. Morgan Private Wealth Advisors
California
$22.5M -$227K -6,579 -1%
SFM
69
Signet Financial Management
New Jersey
$22.4M +$169K +4,912 +0.8%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$21.3M -$1.97M -57,108 -8%
MD
71
Money Design
Japan
$21.3M +$1.03M +29,723 +5%
CIM
72
Confluence Investment Management
Missouri
$21.2M +$1.37M +39,579 +7%
CWA
73
Choice Wealth Advisors
Maine
$21M +$21M +609,938 New
FFS
74
Founders Financial Securities
Maryland
$21M -$5.01M -145,362 -19%
Mariner
75
Mariner
Kansas
$20.6M +$5.87M +170,197 +40%
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