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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 %
LWANC
401
Laurel Wealth Advisors (North Carolina)
North Carolina
$772K +$155K +3,975 +25%
RFN
402
Redwood Financial Network
Ohio
$766K +$82.5K +2,122 +12%
CRC
403
Curi RMB Capital
Illinois
$765K +$47.4K +1,220 +7%
EWMCB
404
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$764K +$764K +19,640 New
DPI
405
Diversified Portfolios Inc
Michigan
$760K +$760K +19,534 New
ACM
406
Advisors Capital Management
New Jersey
$755K +$33.2K +853 +5%
WA
407
Wealthstream Advisors
New York
$754K +$4.74K +122 +0.6%
6F
408
626 Financial
Michigan
$751K -$32.9K -847 -4%
AWAU
409
Alliance Wealth Advisors (Utah)
Utah
$751K +$751K +19,311 New
HCM
410
Hengehold Capital Management
Ohio
$747K +$747K +19,207 New
CWM
411
Catalyst Wealth Management
Georgia
$738K +$738K +18,972 New
Northern Trust
412
Northern Trust
Illinois
$732K -$1.91M -48,993 -72%
BL
413
Balentine LLC
Georgia
$723K +$147K +3,792 +26%
9WM
414
9258 Wealth Management
Ohio
$710K +$710K +18,257 New
SF
415
Safeguard Financial
Wisconsin
$702K -$23K -592 -3%
LBC
416
Lowe Brockenbrough & Co
Virginia
$699K -$51.3K -1,320 -7%
AAS
417
Ameritas Advisory Services
Nebraska
$697K +$254K +6,540 +57%
ASN
418
Advisory Services Network
Georgia
$697K -$48.8K -1,255 -7%
LF
419
Lantz Financial
Illinois
$685K -$143K -3,689 -17%
GT
420
Greenleaf Trust
Michigan
$683K – – –
WWA
421
WCG Wealth Advisors
Nevada
$678K -$10.9K -280 -2%
MWM
422
Moran Wealth Management
Florida
$648K +$648K +16,670 New
PMG
423
ProVise Management Group
Florida
$648K +$10.2K +262 +2%
DA
424
Detalus Advisors
Missouri
$643K -$1.52K -39 -0.2%
PCA
425
Prosperity Capital Advisors
Ohio
$642K +$642K +16,517 New
15 16
17
18 19