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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

708 hedge funds and large institutions have $16.4B invested in SPDR Portfolio S&P 500 Value ETF in 2022 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 295 increasing their positions, 199 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+109
Holders Change %
+18.2%
% of All Funds
11.42%
Holding in Top 10
110
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+18.28%
% of All Funds
1.77%
New
150
Increased
295
Reduced
199
Closed
30
Calls
$11.3M
Puts
$2.34M
Net Calls
+$8.95M
Net Calls Change
-$952K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$902M
2
AWA
2
Arete Wealth Advisors
Illinois
$3.66B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$471M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$305M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$2.62B

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$276M
2
Stifel Financial
2
Stifel Financial
Missouri
$50.1M
3
RWM
3
Reston Wealth Management
Virginia
$9.5M
4
Wells Fargo
4
Wells Fargo
California
$49.1M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$23.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
226
Integrated Wealth Concepts
Massachusetts
$3.86M +$2.46M +63,266 +176%
PAS
227
Park Avenue Securities
New York
$3.77M +$1.82M +46,740 +93%
JFG
228
JDM Financial Group
Texas
$3.7M +$3.7M +95,043 New
SHJ
229
Sharkey, Howes & Javer
Colorado
$3.66M -$2.29M -58,871 -39%
KFI
230
Key Financial Inc
Pennsylvania
$3.61M – – –
HFW
231
Horizon Family Wealth
Illinois
$3.6M -$512K -13,161 -12%
TDWM
232
Topel & Distasi Wealth Management
California
$3.57M – – –
CAM
233
Cozad Asset Management
Illinois
$3.55M +$1.34M +34,355 +60%
GFPC
234
Global Financial Private Client
Florida
$3.45M -$558K -14,359 -14%
IWP
235
IAG Wealth Partners
Wisconsin
$3.41M +$821K +21,123 +32%
AWM
236
Atticus Wealth Management
Florida
$3.41M -$41.9K -1,078 -1%
AFS
237
Annapolis Financial Services
Maryland
$3.4M +$98.5K +2,532 +3%
DI
238
DFPG Investments
Utah
$3.4M +$3.09M +75,754 +1,001%
Jane Street
239
Jane Street
New York
$3.35M +$3.35M +86,162 New
FFG
240
Fullen Financial Group
Ohio
$3.31M -$45.2K -1,086 -1%
RFN
241
RDA Financial Network
Iowa
$3.27M +$24K +616 +0.7%
AMG
242
Asset Management Group
Connecticut
$3.21M +$261K +6,711 +9%
TC
243
TAGStone Capital
North Carolina
$3.18M +$30.8K +792 +1%
BWM
244
BCS Wealth Management
Tennessee
$3.17M +$1.47M +37,699 +86%
SWP
245
Stratos Wealth Partners
Ohio
$3.15M +$657K +16,886 +26%
SW
246
SteelPeak Wealth
California
$3.11M +$3.11M +79,933 New
FAAM
247
First Ascent Asset Management
Colorado
$3.01M +$3.01M +77,337 New
TW
248
Transform Wealth
Colorado
$3M -$419K -10,763 -12%
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$2.97M +$389 +10 +0%
GEA
250
Glen Eagle Advisors
New Jersey
$2.91M +$8.6K +221 +0.3%
8 9
10
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