SPYV icon

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 %
CBFP
551
Cedar Brook Financial Partners
Ohio
$292K +$292K +7,509 New
AA
552
Ancora Advisors
Ohio
$291K – – –
SWIM
553
Smallwood Wealth Investment Management
New Jersey
$289K – – –
ISB
554
Iowa State Bank
Iowa
$288K +$288K +7,400 New
KA
555
Kovack Advisors
Florida
$285K -$2.8K -72 -1%
CWM
556
Cahaba Wealth Management
Georgia
$284K +$1.75K +45 +0.6%
LC
557
LCNB Corp
Ohio
$280K – – –
CAMV
558
Concord Asset Management (Virginia)
Virginia
$277K +$277K +7,130 New
B
559
Bensler
Washington
$263K -$56.7K -1,458 -18%
EFG
560
Everhart Financial Group
Ohio
$262K +$262K +6,748 New
CA
561
Cambridge Advisors
Nebraska
$260K – – –
ST
562
Smithfield Trust
Pennsylvania
$249K – – –
BBP
563
Banco BTG Pactual
Brazil
$249K +$249K +6,393 New
DCM
564
DGS Capital Management
New Jersey
$248K +$248K +6,386 New
MCCP
565
Mission Creek Capital Partners
California
$247K +$247K +6,343 New
GAM
566
Grandview Asset Management
Pennsylvania
$246K -$10K -258 -4%
SEI Investments
567
SEI Investments
Pennsylvania
$244K +$14.8K +381 +6%
BI
568
Berkeley Inc
Idaho
$237K – – –
HSA
569
HBK Sorce Advisory
Pennsylvania
$237K +$237K +6,096 New
TCMP
570
Thrive Capital Management (Pennsylvania)
Pennsylvania
$235K -$35K -900 -13%
CAS
571
Coppell Advisory Solutions
Texas
$232K +$232K +5,975 New
CASC
572
Coppell Advisory Solutions Corp
Texas
$232K +$232K +5,975 New
RWM
573
Rockwood Wealth Management
Pennsylvania
$231K +$5.79K +149 +3%
KeyBank National Association
574
KeyBank National Association
Ohio
$231K +$231K +5,942 New
SW
575
SMART Wealth
Nebraska
$230K +$230K +5,914 New
21 22
23
24 25