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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
+$761M
2
AWA
Arete Wealth Advisors
Illinois
+$658M
3
Osaic Holdings
Osaic Holdings
Arizona
+$398M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$298M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$199M

Top Sellers

1
VA
Valmark Advisers
Ohio
-$48.8M
2
Stifel Financial
Stifel Financial
Missouri
-$35.5M
3
RWM
Reston Wealth Management
Virginia
-$26.6M
4
Wells Fargo
Wells Fargo
California
-$21.2M
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
FW
476
FirstPurpose Wealth
Utah
$458K +$70.5K +1,812 +18%
TRCT
477
Tower Research Capital (TRC)
New York
$455K +$447K +11,508 +5,669%
CW
478
CreativeOne Wealth
Kansas
$452K +$452K +11,619 New
IFPL
479
Investments & Financial Planning LLC
Kentucky
$451K +$451K +11,594 New
FFG
480
Frisch Financial Group
New York
$445K +$47.4K +1,219 +12%
SIAS
481
Summit Investment Advisory Services
Minnesota
$441K +$441K +11,328 New
HAG
482
HF Advisory Group
Maryland
$439K +$439K +11,292 New
QPWM
483
Quadrant Private Wealth Management
Pennsylvania
$438K +$438K +11,272 New
KIA
484
Kraematon Investment Advisors
Massachusetts
$438K +$12.5K +322 +3%
BC
485
Brio Consultants
California
$434K +$2.45K +63 +0.6%
HVIA
486
Hudson Valley Investment Advisors
New York
$432K +$10.8K +278 +3%
DADC
487
D.A. Davidson & Co
Montana
$432K -$20.5K -527 -5%
FI
488
Financial Insights
Washington
$431K -$12.2K -314 -3%
WSTAM
489
Wilbanks Smith & Thomas Asset Management
Virginia
$430K – – –
ECA
490
Elevated Capital Advisors
Utah
$430K +$430K +11,058 New
FMWA
491
Forvis Mazars Wealth Advisors
Missouri
$428K -$30.6K -786 -7%
PRWA
492
Platte River Wealth Advisors
Colorado
$425K -$983K -25,274 -70%
BMWM
493
Brown Miller Wealth Management
Virginia
$422K +$105K +2,707 +33%
FMN
494
Financial Management Network
California
$421K -$6.41K -162 -2%
Cerity Partners
495
Cerity Partners
New York
$420K -$39K -1,003 -9%
MSAM
496
Moloney Securities Asset Management
Missouri
$411K +$26.7K +687 +7%
XS
497
XR Securities
Illinois
$409K +$409K +10,512 New
TCA
498
Transcend Capital Advisors
New Jersey
$409K +$46.2K +1,189 +13%
CWP
499
Concord Wealth Partners
Virginia
$408K +$408K +10,498 New
Manulife (Manufacturers Life Insurance)
500
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$406K +$7.23K +186 +2%
18 19
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