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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 %
IGWM
301
ICA Group Wealth Management
Colorado
$1.74M +$918K +23,551 +111%
TWP
302
Tower Wealth Partners
Pennsylvania
$1.71M +$2.45K +63 +0.1%
TC
303
Trilogy Capital
California
$1.69M +$418K +10,745 +33%
WP
304
WealthShield Partners
North Carolina
$1.68M +$11.4K +293 +0.7%
PTC
305
Private Trust Company
Ohio
$1.68M +$374K +9,614 +29%
EA
306
Eclectic Associates
California
$1.63M -$37.8K -972 -2%
Invesco
307
Invesco
Georgia
$1.61M +$188K +4,828 +13%
JSL
308
JT Stratford LLC
Georgia
$1.61M +$67.4K +1,734 +4%
CG
309
Colony Group
Massachusetts
$1.6M +$1.18M +30,285 +280%
LFM
310
Lumina Fund Management
New York
$1.56M +$350K +9,000 +29%
Simplex Trading
311
Simplex Trading
Illinois
$1.56M -$136K -3,493 -8%
SS
312
Simplicity Solutions
Minnesota
$1.55M -$169K -4,338 -10%
TSWM
313
Tyler-Stone Wealth Management
Ohio
$1.54M +$1.03M +26,385 +198%
WFS
314
Weitzel Financial Services
Iowa
$1.52M -$26.7K -686 -2%
MWM
315
Modera Wealth Management
New Jersey
$1.5M -$108K -2,780 -7%
V
316
Veritable
Delaware
$1.49M -$3.11K -80 -0.2%
SWA
317
Stratos Wealth Advisors
Ohio
$1.48M -$457K -11,754 -24%
SL
318
Salomon & Ludwin
Virginia
$1.47M +$430K +11,046 +41%
FWI
319
Facet Wealth Inc
Maryland
$1.47M +$1.03M +24,909 +239%
GWP
320
Gateway Wealth Partners
Wisconsin
$1.46M +$1.46M +37,456 New
CFD
321
Creative Financial Designs
Indiana
$1.45M +$4.01K +103 +0.3%
TFG
322
Tilson Financial Group
New Jersey
$1.42M +$1.42M +36,547 New
SF
323
Summit Financial
New Jersey
$1.42M +$84.3K +2,167 +6%
CSPAM
324
Cary Street Partners Asset Management
Virginia
$1.41M +$20.1K +516 +1%
CTFG
325
Capstone Triton Financial Group
Oklahoma
$1.41M -$59K -1,516 -4%
11 12
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