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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 Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.15B 62,196,868 +2,082,342 +3%
LPL Financial
2
LPL Financial
California
$695M 20,152,306 +3,548,080 +21%
HC
3
Hamilton Capital
Ohio
$349M 10,127,211 -4,671,213 -32%
VA
4
Valmark Advisers
Ohio
$288M 8,353,995 +189,336 +2%
Morgan Stanley
5
Morgan Stanley
New York
$269M 7,812,889 -60,179 -0.8%
AF
6
Allworth Financial
California
$223M 6,459,085 +421,877 +7%
Bank of America
7
Bank of America
North Carolina
$191M 5,537,392 -1,721,563 -24%
UBS Group
8
UBS Group
Switzerland
$179M 5,190,973 -19,610 -0.4%
SW
9
SVB Wealth
Massachusetts
$148M 4,295,271 +51,400 +1%
Franklin Resources
10
Franklin Resources
California
$144M 4,185,863 -141,766 -3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$125M 3,634,696 -944,163 -21%
NAS
12
Nicolet Advisory Services
Wisconsin
$119M 3,392,221 +94,594 +3%
WJA
13
Willis Johnson & Associates
Texas
$107M 3,102,901 +33,057 +1%
AA
14
Alesco Advisors
New York
$105M 3,035,052 -95,576 -3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$98.2M 2,847,815 -665,720 -19%
AA
16
Advisory Alpha
Michigan
$90.1M 2,612,245 +5,849 +0.2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$83.5M 2,421,690 +1,013,547 +72%
NP
18
NorthRock Partners
Minnesota
$80.8M 2,342,352 -30,581 -1%
Betterment LLC
19
Betterment LLC
New York
$77.9M 2,115,239 – –
EH
20
Equitable Holdings
New York
$77.3M 2,242,590 -297,530 -12%
Stifel Financial
21
Stifel Financial
Missouri
$75.9M 2,201,211 +103,712 +5%
TC
22
TownSquare Capital
Utah
$69.6M 2,017,493 +131,571 +7%
LFS
23
Lutz Financial Services
Nebraska
$69.1M 2,004,728 +16,564 +0.8%
Osaic Holdings
24
Osaic Holdings
Arizona
$64.5M 1,869,256 -354,629 -16%
TAIM
25
TD Ameritrade Investment Management
Nebraska
$63.2M 1,831,121 -181,176 -9%
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