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

Top Sellers

1
VA
Valmark Advisers
Ohio
$276M
2
Stifel Financial
Stifel Financial
Missouri
$50.1M
3
RWM
Reston Wealth Management
Virginia
$9.5M
4
Wells Fargo
Wells Fargo
California
$49.1M
5
BFEC
Benjamin F. Edwards & Company
Missouri
$23.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LBC
251
Lawrence B. Cohen
$2.84M +$2.84M +72,950 New
VPP
252
Vertex Planning Partners
Illinois
$2.82M +$2.82M +72,436 New
TFA
253
Tranquilli Financial Advisor
New Jersey
$2.81M +$1.64M +42,086 +140%
ZIG
254
Zurich Insurance Group
Switzerland
$2.78M – – –
CSPIA
255
Cary Street Partners Investment Advisory
Virginia
$2.77M -$3.44M -88,485 -55%
Creative Planning
256
Creative Planning
Kansas
$2.76M -$132K -3,396 -5%
RTL
257
Red Tortoise LLC
Georgia
$2.64M +$2.64M +67,903 New
AIS
258
American Investment Services
Massachusetts
$2.64M +$74.4K +1,912 +3%
DWM
259
Dakota Wealth Management
Florida
$2.62M +$696K +17,903 +36%
RA
260
Rational Advisors
New York
$2.6M +$1.51M +38,722 +138%
B
261
Bridgeworth
Alabama
$2.58M +$1.07M +27,611 +71%
GB
262
Gunma Bank
Japan
$2.49M – – –
FAIM
263
Financial Advocates Investment Management
Washington
$2.47M +$583K +9,214 +31%
OCBCO
264
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.45M +$2.45M +62,951 New
SPIA
265
Steward Partners Investment Advisory
New York
$2.44M +$938K +24,129 +62%
CIM
266
Corda Investment Management
Texas
$2.43M -$63.1K -1,623 -3%
PIFP
267
Partners in Financial Planning
Virginia
$2.43M +$158K +4,050 +7%
TFA
268
Teamwork Financial Advisors
Texas
$2.4M +$232K +5,955 +11%
PIA
269
Perennial Investment Advisors
California
$2.4M +$19.8K +509 +0.8%
TFGT
270
TS Financial Group (TSFG)
Illinois
$2.33M +$2.24M +57,463 +2,355%
OIA
271
OneDigital Investment Advisors
Kansas
$2.31M +$347K +8,912 +18%
CAPTRUST Financial Advisors
272
CAPTRUST Financial Advisors
North Carolina
$2.31M +$85.5K +2,198 +4%
WWM
273
WJ Wealth Management
Arizona
$2.3M +$389K +10,000 +20%
CAC
274
Certified Advisory Corp
Florida
$2.23M +$6.26K +161 +0.3%
1SB
275
1ST Source Bank
Indiana
$2.23M -$85.2K -2,190 -4%
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