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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 %
KFGK
201
Keystone Financial Group (Kentucky)
Kentucky
$3.96M +$2.11M +61,131 +114%
OAM
202
Occidental Asset Management
California
$3.84M +$63.5K +1,842 +2%
CF
203
Centaurus Financial
California
$3.74M -$12.4K -359 -0.3%
NC
204
NewSquare Capital
Pennsylvania
$3.67M +$961K +27,861 +36%
CWM
205
Collaborative Wealth Management
Florida
$3.66M +$1.39M +40,355 +61%
GFPC
206
Global Financial Private Client
Florida
$3.66M -$218K -6,142 -6%
HFW
207
Horizon Family Wealth
Illinois
$3.65M +$21.6K +627 +0.6%
KFI
208
Key Financial Inc
Pennsylvania
$3.61M +$74.1K +2,149 +2%
TDWM
209
Topel & Distasi Wealth Management
California
$3.61M – – –
AMM
210
American Money Management
California
$3.58M +$224K +6,502 +7%
KAS
211
Kestra Advisory Services
Texas
$3.5M -$1.19M -34,487 -25%
SAM
212
Smithbridge Asset Management
Pennsylvania
$3.48M +$361K +10,456 +12%
IPW
213
Intergy Private Wealth
Colorado
$3.43M +$2.97M +86,127 +645%
CWM
214
Cornerstone Wealth Management
Missouri
$3.36M +$165K +4,775 +5%
AWM
215
Atticus Wealth Management
Florida
$3.26M – – –
FFG
216
Fullen Financial Group
Ohio
$3.1M +$133K +3,461 +4%
CWA
217
Centennial Wealth Advisory
Michigan
$3.06M -$151K -4,387 -5%
TW
218
Transform Wealth
Colorado
$3.04M -$6.28K -182 -0.2%
SW
219
Simplicity Wealth
New Jersey
$2.97M -$88.4K -2,564 -3%
AFS
220
Annapolis Financial Services
Maryland
$2.93M -$6.35K -184 -0.2%
RFN
221
RDA Financial Network
Iowa
$2.88M -$48.7K -1,412 -2%
BEI
222
Benjamin Edwards Inc
Missouri
$2.88M +$365K +10,584 +15%
TC
223
TAGStone Capital
North Carolina
$2.79M +$26.4K +766 +1%
ZIG
224
Zurich Insurance Group
Switzerland
$2.78M +$2.78M +79,807 New
CA
225
Cetera Advisors
Colorado
$2.74M +$256K +7,418 +10%
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