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 %
CWA
176
Clarus Wealth Advisors
Arizona
$4.85M +$122K +3,495 +3%
GIA
177
GHP Investment Advisors
Colorado
$4.75M +$243K +7,032 +5%
PFG
178
PAX Financial Group
Texas
$4.69M +$34.6K +1,003 +0.7%
VLC
179
Van Leeuwen & Company
New Jersey
$4.68M -$3.72M -107,712 -44%
LTL
180
Lowery Thomas LLC
California
$4.67M -$1.86M -53,810 -28%
FIM
181
Freedom Investment Management
Connecticut
$4.63M -$127K -3,687 -3%
SF
182
Symphony Financial
Texas
$4.55M +$4.55M +130,278 New
ICG
183
InterOcean Capital Group
Tennessee
$4.49M -$31K -900 -0.7%
First Trust Advisors
184
First Trust Advisors
Illinois
$4.47M -$22.7K -659 -0.5%
LA
185
Lynch & Associates
Indiana
$4.31M +$4.31M +125,087 New
IWN
186
Independent Wealth Network
Iowa
$4.23M +$128K +3,710 +3%
FFC
187
Fure Financial Corporation
Minnesota
$4.22M -$2.08M -60,226 -33%
RIS
188
Retirement Income Solutions
Michigan
$4.19M -$533K -15,264 -11%
QC
189
Quent Capital
New York
$4.16M +$275K +7,974 +7%
AWA
190
Alta Wealth Advisors
Massachusetts
$4.14M +$457K +13,253 +12%
CFG
191
Cooper Financial Group
California
$4.14M +$152K +4,412 +4%
SAM
192
Securian Asset Management
Minnesota
$4.12M -$2.59M -75,000 -39%
MW
193
Marcum Wealth
Ohio
$4.11M +$16.4K +476 +0.4%
LWAC
194
Laurel Wealth Advisors (California)
California
$4.08M +$617K +17,879 +18%
CIBC Private Wealth Group
195
CIBC Private Wealth Group
Georgia
$4.07M -$98.2K -2,848 -2%
SSW
196
Stone Summit Wealth
Florida
$4.06M +$380K +11,025 +10%
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$4.05M +$278K +8,074 +7%
PWM
198
Penobscot Wealth Management
Maine
$4.03M +$319K +9,258 +9%
Koshinski Asset Management
199
Koshinski Asset Management
Illinois
$4.01M +$70.4K +2,040 +2%
PWG
200
Private Wealth Group
Florida
$3.96M +$296K +8,596 +8%
6 7
8
9 10