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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.

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
1
Envestnet Asset Management
Illinois
$902M
2
AWA
2
Arete Wealth Advisors
Illinois
$3.66B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$471M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$305M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$2.62B

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$276M
2
Stifel Financial
2
Stifel Financial
Missouri
$50.1M
3
RWM
3
Reston Wealth Management
Virginia
$9.5M
4
Wells Fargo
4
Wells Fargo
California
$49.1M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$23.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
26
NorthRock Partners
Minnesota
$82.9M -$8.17M -210,007 -9%
TC
27
TownSquare Capital
Utah
$78.8M +$343K +8,822 +0.4%
LFS
28
Lutz Financial Services
Nebraska
$78.5M +$522K +13,421 +0.7%
AWM
29
AE Wealth Management
Kansas
$76.9M +$12M +308,032 +18%
Ameriprise
30
Ameriprise
Minnesota
$74.2M +$27.3M +701,988 +58%
AI
31
Accredited Investors
Minnesota
$72.4M +$25.1M +645,329 +53%
SQA
32
Simon Quick Advisors
New Jersey
$68.1M +$15.6M +402,372 +30%
Mariner
33
Mariner
Kansas
$67.9M +$44.6M +1,146,789 +192%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$66.9M +$601K +15,462 +0.9%
CWM
35
Connecticut Wealth Management
Connecticut
$63.7M +$850K +21,853 +1%
TAIM
36
TD Ameritrade Investment Management
Nebraska
$59.3M -$11.9M -307,157 -17%
NEWAS
37
N.E.W. Advisory Services
Wisconsin
$57.7M +$5.98M +153,641 +12%
ONB
38
Old National Bancorp
Indiana
$53.8M +$5.79M +148,815 +12%
BlackRock
39
BlackRock
New York
$51.9M -$212K -5,458 -0.4%
KW
40
KWB Wealth
California
$51.3M -$399K -10,251 -0.8%
Stifel Financial
41
Stifel Financial
Missouri
$50.1M -$35.5M -913,462 -41%
MFG
42
Magnus Financial Group
New York
$49.7M +$2.94M +75,666 +6%
Wells Fargo
43
Wells Fargo
California
$49.1M -$21.2M -546,000 -30%
NA
44
Nottingham Advisors
New York
$48.6M +$87.4K +2,247 +0.2%
HighTower Advisors
45
HighTower Advisors
Illinois
$47.1M +$8.36M +214,936 +22%
KA
46
Klingman & Associates
New York
$44.7M +$2.2M +56,499 +5%
EWA
47
ERTS Wealth Advisors
Michigan
$44.4M -$11.9M -306,674 -21%
NB
48
Nicolet Bankshares
Wisconsin
$44.2M +$1.03M +26,446 +2%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$43.9M -$2.24M -57,557 -5%
CA
50
CoreCap Advisors
Michigan
$43.2M +$1.86M +47,870 +5%
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