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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 %
IWM
76
IHT Wealth Management
Illinois
$20.5M -$19M -550,204 -48%
AIA
77
Alera Investment Advisors
Illinois
$20M +$1.03M +29,847 +5%
EDRIA
78
Edmonds Duncan Registered Investment Advisors
Kansas
$18.9M +$386K +11,182 +2%
LFG
79
Larson Financial Group
Missouri
$17M +$586K +16,992 +4%
ACM
80
AlphaStar Capital Management
North Carolina
$17M -$19M -550,888 -53%
SWMG
81
Sanchez Wealth Management Group
Florida
$17M -$1.15M -33,452 -6%
MPM
82
Meritage Portfolio Management
Kansas
$16.8M +$6.75M +195,744 +67%
WWM
83
Western Wealth Management
Colorado
$16.7M +$858K +24,865 +5%
RIM
84
Redwood Investment Management
Arizona
$16.2M -$668K -19,356 -4%
DWM
85
Doyle Wealth Management
Florida
$16M -$76.5K -2,218 -0.5%
GLA
86
Good Life Advisors
Pennsylvania
$16M +$2.61M +75,728 +20%
RA
87
Riversedge Advisors
Delaware
$16M -$2.27M -65,735 -12%
RA
88
Rodgers & Associates
Pennsylvania
$15.7M +$330K +9,555 +2%
WCM
89
Windsor Capital Management
Arizona
$15.6M +$141K +4,090 +0.9%
M&T Bank
90
M&T Bank
New York
$15.3M -$543K -15,729 -3%
CAN
91
Cetera Advisor Networks
California
$15.2M +$65.7K +1,904 +0.4%
VC
92
Vicus Capital
Pennsylvania
$15.2M +$652K +18,911 +4%
GKWIM
93
Gerber Kawasaki Wealth & Investment Management
California
$15.2M +$1.76M +50,898 +13%
SFP
94
Strategic Financial Partners
Oregon
$15M -$2.45M -71,173 -14%
PFA
95
Pure Financial Advisors
California
$14.5M -$1.14M -32,949 -7%
OCM
96
One Capital Management
California
$14.5M +$306K +8,871 +2%
FHA
97
Flagship Harbor Advisors
Massachusetts
$14.2M -$3.17M -91,950 -18%
SA
98
Sunesis Advisors
Kansas
$14M – – –
AWM
99
Avior Wealth Management
Nebraska
$13.9M +$899K +26,061 +7%
CF
100
Convergence Financial
Missouri
$13.1M -$134K -3,876 -1%
2 3
4
5 6