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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 %
PAG
376
Private Advisor Group
New Jersey
$966K +$248K +334,217 +34%
KFS
377
Kelly Financial Services
Massachusetts
$960K +$960K +24,691 New
LMKC
378
L.M. Kohn & Company
Ohio
$942K -$311K -7,997 -25%
HWM
379
Howard Wealth Management
Connecticut
$930K -$315K -8,096 -25%
TW
380
Towerpoint Wealth
California
$915K -$1.01M -26,059 -53%
MAG
381
MRA Advisory Group
New Jersey
$905K +$44.9K +1,155 +5%
BNP Paribas Financial Markets
382
BNP Paribas Financial Markets
France
$894K +$894K +23,000 New
BTWM
383
Baker Tilly Wealth Management
Wisconsin
$884K -$517K -13,297 -37%
CWMGP
384
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$873K -$82.6K -2,123 -9%
AF
385
Advisornet Financial
Minnesota
$871K +$12.9K +332 +2%
AC
386
Apella Capital
Connecticut
$866K +$866K +22,262 New
PA
387
PSI Advisors
Florida
$861K +$264K +6,787 +44%
PC
388
Permanens Capital
New York
$859K – – –
PWA
389
Phoenix Wealth Advisors
North Carolina
$852K +$852K +21,898 New
MA
390
Mutual Advisors
Nebraska
$846K +$126K +3,248 +18%
RW
391
REDW Wealth
New Mexico
$833K -$3.89K -100 -0.5%
NFC
392
Northeast Financial Consultants
Connecticut
$825K +$825K +21,216 New
PWM
393
Perigon Wealth Management
California
$822K +$184K +4,737 +29%
DA
394
Doliver Advisors
Texas
$816K +$816K +20,990 New
CA
395
Centerpoint Advisors
Massachusetts
$810K -$9.8K -252 -1%
SCM
396
Spring Capital Management
Texas
$803K +$73.9K +1,900 +10%
Citadel Advisors
397
Citadel Advisors
Florida
$784K -$435K -11,175 -36%
IMC Chicago
398
IMC Chicago
Illinois
$783K -$422K -10,841 -35%
MCC
399
Money Concepts Capital
Florida
$782K +$47.3K +1,217 +6%
KFGK
400
Keystone Financial Group (Kentucky)
Kentucky
$774K -$3.69M -94,933 -83%
14 15
16
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