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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 %
MWC
351
MBM Wealth Consultants
Missouri
$1.17M +$111K +2,830 +11%
ACM
352
Advance Capital Management
Michigan
$1.16M +$430K +11,045 +58%
FWM
353
Foresight Wealth Management
Utah
$1.16M -$12M -307,505 -91%
AT
354
American Trust
Kentucky
$1.16M +$1.16M +29,879 New
SPC
355
Sigma Planning Corp
Michigan
$1.16M -$40.4K -1,038 -3%
GL
356
Graypoint LLC
New York
$1.15M +$270K +6,955 +31%
WCG
357
Wall Capital Group
Arizona
$1.13M +$260K +6,376 +30%
RCAG
358
Rehmann Capital Advisory Group
Michigan
$1.1M -$1.71K -44 -0.2%
PA
359
PFG Advisors
Arizona
$1.09M +$129K +3,306 +13%
GSIAS
360
Garden State Investment Advisory Services
New Jersey
$1.09M +$1.09M +27,908 New
CF
361
Centaurus Financial
California
$1.08M -$3.14M -80,676 -74%
PCIA
362
Prime Capital Investment Advisors
Kansas
$1.08M +$830K +21,347 +338%
ISWM
363
Independent Solutions Wealth Management
New York
$1.07M -$35.6K -916 -3%
SFA
364
Sequoia Financial Advisors
Ohio
$1.07M +$700K +18,007 +189%
CFA
365
Compass Financial Advisors
Indiana
$1.07M -$14.5K -372 -1%
CA
366
Continuum Advisory
Idaho
$1.06M +$1.06M +27,157 New
WA
367
Wambolt & Associates
Colorado
$1.05M +$53.4K +1,373 +5%
IAN
368
Integrated Advisors Network
Texas
$1.04M +$66.7K +1,714 +7%
VWA
369
Visionary Wealth Advisors
Illinois
$1.04M -$913K -23,477 -47%
SPWM
370
Schrum Private Wealth Management
Florida
$1.03M +$111K +2,856 +12%
PWA
371
Peterson Wealth Advisors
Utah
$974K +$29K +746 +3%
IHWM
372
Iron Horse Wealth Management
Iowa
$974K +$281K +7,218 +41%
TSS
373
Two Sigma Securities
New York
$971K +$512K +13,176 +112%
EI
374
Ellevest Inc
New York
$970K +$77.9K +2,004 +9%
TFA
375
Tobias Financial Advisors
Florida
$967K -$51.1K -1,315 -5%
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