SPYV icon

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 %
TCFP
151
Treasure Coast Financial Planning
Florida
$6.17M +$134K +3,879 +2%
FPIS
152
Financial Planning & Information Services
Wisconsin
$6.16M +$140K +4,057 +2%
OC
153
Oarsman Capital
Wisconsin
$6.04M +$322K +9,326 +6%
CA
154
CGN Advisors
Kansas
$6M +$502K +14,562 +9%
VBFP
155
Valtinson Bruner Financial Planning
Minnesota
$5.99M +$365K +10,594 +6%
PFGIA
156
Patriot Financial Group Insurance Agency
Massachusetts
$5.93M +$468K +13,559 +9%
SIG
157
Sargent Investment Group
Maryland
$5.85M +$192K +5,353 +3%
PA
158
Probity Advisors
Texas
$5.76M +$194K +5,637 +3%
JCM
159
Jacobi Capital Management
Pennsylvania
$5.61M -$12.1M -350,714 -68%
CSPIA
160
Cary Street Partners Investment Advisory
Virginia
$5.51M +$1.99M +57,750 +57%
BDF
161
Balasa Dinverno & Foltz
$5.46M -$351K -10,188 -6%
BFG
162
Barber Financial Group
Kansas
$5.46M +$38.3K +1,110 +0.7%
SC
163
Savant Capital
Illinois
$5.3M -$291K -8,442 -5%
SHJ
164
Sharkey, Howes & Javer
Colorado
$5.27M +$5.03M +145,787 +2,059%
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$5.27M +$730K +21,163 +16%
PFG
166
Pacific Financial Group
Washington
$5.25M -$572K -16,579 -10%
OHIS
167
Oak Harvest Investment Services
Texas
$5.24M +$1.48M +42,870 +39%
AAS
168
Avantax Advisory Services
Texas
$5.21M +$1.09M +31,684 +27%
GG
169
GenWealth Group
New Jersey
$5.19M -$42.3K -1,226 -0.8%
MWA
170
Motive Wealth Advisors
Michigan
$5.17M +$244K +7,068 +5%
IA
171
IFG Advisory
Georgia
$5.06M +$4.53M +131,397 +855%
EFL
172
ERn Financial LLC
Wisconsin
$5M +$242K +7,009 +5%
PC
173
Pecaut & Co
Iowa
$4.92M +$305K +8,831 +7%
SOS
174
Silver Oak Securities
Tennessee
$4.91M -$2.19M -53,178 -31%
FC
175
Financial Council
Maryland
$4.86M +$506K +14,670 +12%
5 6
7
8 9