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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 %
SIA
501
Soltis Investment Advisors
Utah
$402K +$20.8K +536 +5%
CIC
502
Carnegie Investment Counsel
Ohio
$402K – – –
CS
503
Crescent Sterling
Louisiana
$402K +$402K +10,328 New
BP
504
Ballentine Partners
Massachusetts
$397K +$397K +10,201 New
DWM
505
Darwin Wealth Management
Florida
$396K -$60.1K -1,462 -13%
MA
506
MONECO Advisors
Connecticut
$395K +$20.8K +536 +6%
AF
507
Arrow Financial
New York
$385K +$5.83K +150 +2%
BA
508
Bridge Advisory
California
$383K +$661 +17 +0.2%
AG
509
Ascent Group
Virginia
$382K +$382K +9,812 New
GJIA
510
Glass Jacobson Investment Advisors
Maryland
$374K +$374K +9,620 New
SG
511
Sharper & Granite
California
$374K +$374K +9,605 New
BBPWM
512
Blue Bell Private Wealth Management
Pennsylvania
$373K -$24.3K -625 -6%
WGCA
513
Wolf Group Capital Advisors
Virginia
$369K +$2.06K +53 +0.6%
X
514
Xponance
Pennsylvania
$367K +$367K +9,429 New
APWA
515
Atlas Private Wealth Advisors
New Jersey
$365K -$36.6K -940 -9%
FCI
516
Financial Counselors Inc
Kansas
$364K -$89.7K -2,304 -20%
VFA
517
Voya Financial Advisors
Connecticut
$364K +$364K +9,319 New
HW
518
Hancock Whitney
Mississippi
$358K +$358K +9,209 New
DAS
519
Dynamic Advisor Solutions
Arizona
$356K +$48.3K +1,243 +16%
SL
520
SWMG LLC
Texas
$355K +$355K +9,125 New
BAG
521
Bridgewealth Advisory Group
California
$353K +$353K +9,088 New
VCM
522
Vivaldi Capital Management
Illinois
$352K – – –
BPA
523
Beacon Pointe Advisors
California
$352K +$22.9K +588 +7%
BBNA
524
Bremer Bank National Association
Minnesota
$351K – – –
IP
525
Investment Partners
Ohio
$350K -$11K -282 -3%
19 20
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