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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 %
JFA
126
JNBA Financial Advisors
Minnesota
$8.29M -$175K -5,080 -2%
WAOI
127
Wealth Advisors of Iowa
Iowa
$8.23M -$14.8M -430,453 -64%
SFG
128
StrategIQ Financial Group
Indiana
$8.22M +$265K +7,684 +3%
State Street
129
State Street
Massachusetts
$8.22M -$212K -6,151 -3%
BOPW
130
Brandywine Oak Private Wealth
Pennsylvania
$8.22M +$6.8M +197,270 +481%
1WM
131
1900 Wealth Management
Texas
$8.07M +$24.1K +698 +0.3%
FLPIM
132
F.L. Putnam Investment Management
Massachusetts
$7.89M -$339K -9,818 -4%
LFAS
133
Level Four Advisory Services
Texas
$7.66M -$270K -7,817 -3%
UCFA
134
United Capital Financial Advisors
Texas
$7.35M -$689K -19,972 -9%
VCP
135
Verus Capital Partners
Arizona
$7.3M +$3.47M +100,648 +91%
SW
136
SkyOak Wealth
Michigan
$7.12M +$1.86M +53,830 +35%
Baird Financial Group
137
Baird Financial Group
Wisconsin
$7.1M -$56.8K -1,646 -0.8%
GWSG
138
GPS Wealth Strategies Group
Colorado
$7.08M +$6.28M +181,968 +779%
Truist Financial
139
Truist Financial
North Carolina
$7.08M -$122K -3,547 -2%
5L
140
55I LLC
Massachusetts
$7.05M -$13.8M -400,338 -66%
KWM
141
Kingsview Wealth Management
Oregon
$6.96M -$427K -12,378 -6%
GRP
142
Global Retirement Partners
California
$6.94M +$2.59M +67,365 +59%
AIA
143
Angeles Investment Advisors
California
$6.91M -$1.27M -36,930 -16%
WI
144
WrapManager Inc
California
$6.71M -$328K -9,518 -5%
CCMG
145
Clark Capital Management Group
Pennsylvania
$6.69M +$2.27M +65,700 +51%
AWM
146
Axxcess Wealth Management
California
$6.63M +$5.54M +160,543 +505%
WAP
147
Wealthcare Advisory Partners
Pennsylvania
$6.61M +$3.91M +113,252 +144%
HA
148
Hofer & Associates
California
$6.55M +$57.8K +1,677 +0.9%
CC
149
Courier Capital
New York
$6.53M +$414K +12,007 +7%
WFPG
150
Waller Financial Planning Group
Ohio
$6.31M +$26.1K +758 +0.4%
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6
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