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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.

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 %
CI
101
CX Institutional
Indiana
$12.6M -$7.45M -215,994 -37%
DI
102
Diligent Investors
California
$12.5M +$256K +7,436 +2%
Allspring Global Investments
103
Allspring Global Investments
North Carolina
$12.5M – – –
HG
104
Harbor Group
New Hampshire
$12.4M +$387K +11,213 +3%
HGWM
105
Harvest Group Wealth Management
Massachusetts
$12.3M +$329K +9,008 +3%
PWPS
106
Pinnacle Wealth Planning Services
Ohio
$12M +$1.39M +40,325 +13%
RJA
107
Raymond James & Associates
Florida
$11.9M +$1.13M +32,895 +11%
NL
108
Navalign LLC
California
$11.8M +$291K +8,437 +3%
MML Investors Services
109
MML Investors Services
Massachusetts
$11.8M +$315K +9,120 +3%
FWM
110
Foresight Wealth Management
Utah
$11.6M -$512K -14,848 -4%
LFPWM
111
Leicht Financial Planning & Wealth Management
New Jersey
$11.1M +$7.35M +213,235 +195%
CWM
112
CarsonAllaria Wealth Management
Illinois
$10.7M +$332K +9,636 +3%
WFA
113
Wells Financial Advisors
Massachusetts
$10.5M +$442K +12,818 +4%
NA
114
NewEdge Advisors
Louisiana
$10.4M +$3.97M +115,010 +62%
IA
115
IFP Advisors
Florida
$10.3M +$1.15M +38,432 +13%
TFA
116
TPG Financial Advisors
Oregon
$10.3M -$1.68M -48,766 -14%
BC
117
Burney Company
Virginia
$10.2M -$504K -14,610 -5%
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$9.76M -$190K -5,435 -2%
MWM
119
Meridian Wealth Management
Kentucky
$9.42M -$5.24M -151,937 -36%
GWM
120
Geneos Wealth Management
Colorado
$8.95M +$754K +21,873 +9%
GVAG
121
Great Valley Advisor Group
Delaware
$8.91M +$2.29M +66,262 +34%
AWS
122
Atria Wealth Solutions
New York
$8.78M +$1.76M +50,925 +25%
ML
123
McAdam LLC
Pennsylvania
$8.76M -$6.21K -180 -0.1%
JWS
124
Juncture Wealth Strategies
Arizona
$8.38M -$1.09M -31,499 -11%
HFS
125
Horizon Financial Services
North Carolina
$8.31M -$885K -25,655 -10%
3 4
5
6 7