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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 %
OBWG
276
Onyx Bridge Wealth Group
New York
$2.21M +$2.21M +55,202 New
IF
277
Intrua Financial
Texas
$2.2M +$2.2M +55,289 New
SWM
278
SigFig Wealth Management
California
$2.2M +$2.2M +267,900 New
RMAM
279
Raab & Moskowitz Asset Management
New Jersey
$2.17M -$185K -4,766 -8%
WCA
280
Waypoint Capital Advisors
Minnesota
$2.12M – – –
SCM
281
SCS Capital Management
Massachusetts
$2.03M -$54.9K -1,411 -3%
RWMH
282
Riverpoint Wealth Management Holdings
Illinois
$1.97M +$7.66K +197 +0.4%
PWM
283
Peterson Wealth Management
Nevada
$1.97M +$19.2K +494 +1%
SWM
284
Seaside Wealth Management
California
$1.97M +$21.2K +544 +1%
Wolverine Trading
285
Wolverine Trading
Illinois
$1.96M +$1.96M +50,380 New
BWFA
286
Baltimore-Washington Financial Advisors
Maryland
$1.94M -$725K -18,631 -27%
BIP
287
Blueprint Investment Partners
North Carolina
$1.91M +$233 +6 +0%
KFS
288
Kaizen Financial Strategies
California
$1.9M +$179K +4,358 +10%
USCWA
289
U.S. Capital Wealth Advisors
Texas
$1.9M +$136K +3,502 +8%
FTS
290
Fifth Third Securities
Ohio
$1.89M +$145K +3,741 +8%
AFP
291
Ausdal Financial Partners
Iowa
$1.89M -$203K -5,213 -10%
Renaissance Technologies
292
Renaissance Technologies
New York
$1.83M +$1.83M +47,000 New
AI
293
Atria Investments
North Carolina
$1.8M +$1.8M +46,369 New
AO
294
Advisor OS
Illinois
$1.8M +$62.7K +1,612 +4%
OWA
295
Opal Wealth Advisors
New York
$1.78M +$24K +618 +1%
BA
296
Bristlecone Advisors
Washington
$1.78M -$2.14K -55 -0.1%
TC
297
TAP Consulting
Missouri
$1.77M +$731K +18,809 +71%
BEI
298
Benjamin Edwards Inc
Missouri
$1.77M -$1.48M -37,951 -46%
CAG
299
Csenge Advisory Group
Florida
$1.76M +$1.5M +38,549 +570%
CFGS
300
Concourse Financial Group Securities
Alabama
$1.75M +$435K +11,195 +33%
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