SPYV icon

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 %
WPW
426
Waldron Private Wealth
Pennsylvania
$642K – – –
CAGAS
427
Capital Advisory Group Advisory Services
Minnesota
$638K +$58.3K +1,500 +10%
MIAS
428
Mason Investment Advisory Services
Virginia
$636K – – –
Qube Research & Technologies (QRT)
429
Qube Research & Technologies (QRT)
United Kingdom
$634K -$248K -6,380 -28%
BAM
430
Belpointe Asset Management
Nevada
$624K +$263K +6,756 +73%
RFC
431
Regions Financial Corp
Alabama
$623K +$15.6K +400 +3%
CAL
432
Capital Analysts LLC
Pennsylvania
$621K +$588K +15,113 +1,755%
CP
433
Castleview Partners
Texas
$617K +$5.1K +131 +0.8%
MAWCM
434
Mine & Arao Wealth Creation & Management
California
$616K -$10K -257 -2%
AC
435
AWM Capital
Arizona
$615K +$3.66K +94 +0.6%
CL
436
COWA LLC
Oklahoma
$614K -$55.2K -1,420 -8%
WIM
437
WealthPlan Investment Management
Nebraska
$611K -$400K -9,503 -40%
WP
438
WealthPLAN Partners
Nebraska
$610K +$610K +14,529 New
AA
439
Argent Advisors
Louisiana
$608K – – –
FFA
440
Fragasso Financial Advisors
Pennsylvania
$607K +$607K +15,617 New
MFT
441
Moisand Fitzgerald Tamayo
Florida
$602K +$18.4K +474 +3%
AC
442
AIFG Consultants
New York
$597K +$597K +15,348 New
JWCA
443
J.W. Cole Advisors
Florida
$596K +$120K +3,087 +25%
BWM
444
BCGM Wealth Management
Indiana
$595K +$169K +4,347 +40%
WSWA
445
Warren Street Wealth Advisors
California
$590K -$43.7K -1,123 -7%
TFCP
446
Twin Focus Capital Partners
Massachusetts
$588K +$588K +15,120 New
CAM
447
Concorde Asset Management
Michigan
$586K +$586K +15,059 New
MP
448
McDonald Partners
Ohio
$582K -$19.8K -509 -3%
FNBOO
449
First National Bank of Omaha
Nebraska
$570K – – –
LJAC
450
L.J. Altfest & Co
New York
$567K -$190K -4,884 -25%
16 17
18
19 20