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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 %
TPWM
451
Twelve Points Wealth Management
Massachusetts
$562K +$562K +14,440 New
ATPW
452
Ashton Thomas Private Wealth
Arizona
$559K +$34.8K +894 +7%
LIA
453
LBMC Investment Advisors
Tennessee
$556K +$3.38K +87 +0.6%
KOC
454
Koss-Olinger Consulting
Florida
$544K -$63.9K -1,642 -11%
HCWM
455
Harrison & Co Wealth Management
Virginia
$544K +$57.2K +1,471 +12%
WAM
456
Wallington Asset Management
Indiana
$541K +$94.8K +2,440 +21%
CGFA
457
Colton Groome Financial Advisors
North Carolina
$536K +$284K +7,292 +112%
GIA
458
Gladstone Institutional Advisory
Florida
$535K -$60.5K -1,555 -10%
MCM
459
MAI Capital Management
Ohio
$530K +$180K +4,618 +51%
CB
460
Community Bank
New York
$529K -$60K -1,542 -10%
SAM
461
Sequent Asset Management
Texas
$528K +$528K +13,570 New
BMD
462
Better Money Decisions
New Mexico
$522K +$506 +13 +0.1%
NFP
463
Narus Financial Partners
Utah
$508K +$32.2K +829 +7%
CAM
464
Cresset Asset Management
Illinois
$499K +$251K +6,605 +101%
TIM
465
Thompson Investment Management
Wisconsin
$494K -$4.51K -116 -0.9%
ACP
466
Aveo Capital Partners
Colorado
$494K +$494K +12,695 New
FPCP
467
Fort Point Capital Partners
California
$492K +$2.14K +55 +0.4%
WMR
468
Wealth Management Resources
Rhode Island
$488K +$42.5K +1,092 +10%
AWA
469
Arkadios Wealth Advisors
Georgia
$488K -$5.76K -148 -1%
Bank of New York Mellon
470
Bank of New York Mellon
New York
$488K -$35K -899 -7%
FWM
471
ForthRight Wealth Management
Georgia
$480K +$46.7K +1,202 +11%
LWM
472
Laidlaw Wealth Management
New York
$474K -$131K -3,371 -22%
CCWM
473
Cassaday & Co Wealth Management
Virginia
$470K +$470K +12,086 New
William Blair & Company
474
William Blair & Company
Illinois
$467K – – –
WAG
475
Wallace Advisory Group
California
$460K +$460K +11,835 New
17 18
19
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