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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 %
FAM
526
Formidable Asset Management
Ohio
$346K – – –
BF
527
BOK Financial
Oklahoma
$346K -$302K -7,770 -47%
FWM
528
Focused Wealth Management
New York
$345K -$18K -462 -5%
IF
529
Ironwood Financial
Arizona
$344K +$344K +8,847 New
NL
530
NWAM LLC
Washington
$342K +$114K +2,923 +50%
ST
531
Somerset Trust
Pennsylvania
$338K – – –
RPC
532
Rossmore Private Capital
Connecticut
$338K -$26.3K -675 -7%
TCM
533
Twin Capital Management
Pennsylvania
$335K +$335K +8,603 New
PFM
534
Phillips Financial Management
Indiana
$329K -$1.05K -27 -0.3%
WPC
535
White Pine Capital
Minnesota
$328K -$37.2K -957 -10%
NFSG
536
Newbridge Financial Services Group
Florida
$327K +$41.2K +1,059 +14%
ESB
537
Essex Savings Bank
Connecticut
$313K -$26.2K -675 -8%
IA
538
Inspire Advisors
Idaho
$312K -$231K -5,944 -43%
EWA
539
Exencial Wealth Advisors
Oklahoma
$307K -$39 -1 -0%
GC
540
Grimes & Company
Massachusetts
$305K +$41.3K +1,061 +16%
EFG
541
Erickson Financial Group
Pennsylvania
$304K – – –
SW
542
Simplicity Wealth
New Jersey
$303K -$3.05M -78,375 -91%
RIA
543
Regal Investment Advisors
Michigan
$302K +$302K +7,771 New
MA
544
MCF Advisors
Kentucky
$302K – – –
SB
545
Strategic Blueprint
Georgia
$299K +$59.8K +1,538 +25%
BI
546
Ballast Inc
Kentucky
$298K +$18.2K +468 +7%
HSG
547
Helen Stephens Group
Texas
$296K -$221K -5,681 -43%
HPC
548
Hobart Private Capital
North Carolina
$296K +$296K +7,611 New
TA
549
TFB Advisors
Kansas
$294K +$294K +7,555 New
MDCM
550
Morgan Dempsey Capital Management
Wisconsin
$293K +$132K +3,383 +81%
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