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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 %
Susquehanna International Group
326
Susquehanna International Group
Pennsylvania
$1.4M -$1.33M -34,274 -49%
IC
327
Innealta Capital
Texas
$1.4M +$16.2K +417 +1%
LNC
328
Lincoln National Corp
Pennsylvania
$1.39M +$421K +10,832 +43%
PPP
329
Private Portfolio Partners
New Jersey
$1.36M -$97.1K -2,498 -7%
BCI
330
Brinker Capital Investments
Pennsylvania
$1.36M -$76K -1,954 -5%
LDB
331
Lee, Danner & Bass
Tennessee
$1.36M +$228K +5,875 +20%
FIM
332
Fernwood Investment Management
Massachusetts
$1.35M +$214K +5,500 +19%
Vontobel Holding
333
Vontobel Holding
Switzerland
$1.34M -$95.4K -2,452 -7%
WEG
334
World Equity Group
Illinois
$1.33M +$1.33M +34,241 New
CFG
335
Citizens Financial Group
Rhode Island
$1.32M -$45.7K -1,176 -3%
FPW
336
Flagship Private Wealth
Massachusetts
$1.32M +$61.5K +1,582 +5%
EGA
337
E&G Advisors
Texas
$1.31M -$39 -1 -0%
IFA
338
Index Fund Advisors
California
$1.31M +$788K +20,271 +152%
SFS
339
Sowell Financial Services
Arkansas
$1.3M -$79.6K -2,046 -6%
RSA
340
River Street Advisors
Illinois
$1.28M +$1.28M +33,019 New
VCM
341
Virtue Capital Management
Tennessee
$1.28M +$1.28M +32,877 New
LTL
342
Lowery Thomas LLC
California
$1.27M -$3.99M -102,643 -76%
HI
343
Harbour Investments
Wisconsin
$1.27M +$44.1K +1,133 +4%
LSA
344
Lansing Street Advisors
Pennsylvania
$1.27M +$1.27M +32,563 New
CWM
345
Cordatus Wealth Management
Pennsylvania
$1.26M +$1.26M +32,444 New
NA
346
NewEdge Advisors
Louisiana
$1.26M +$94.1K +24,405 +8%
CPIG
347
Chicago Partners Investment Group
Illinois
$1.22M +$104K +2,470 +9%
SCA
348
Snowden Capital Advisors
New York
$1.21M +$661K +16,996 +121%
VW
349
Vance Wealth
California
$1.18M +$1.18M +30,334 New
SAG
350
SageView Advisory Group
California
$1.18M +$1.18M +30,275 New
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