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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 %
MOS
576
MGO One Seven
Ohio
$230K -$75.8K -1,949 -25%
GA
577
Goldstein Advisors
Wisconsin
$229K +$229K +5,891 New
TFS
578
TrustCore Financial Services
Tennessee
$228K +$82.2K +2,114 +56%
TP
579
Tranquility Partners
Tennessee
$228K +$228K +5,854 New
SA
580
SFI Advisors
New Jersey
$227K +$227K +5,840 New
FG
581
Fiduciary Group
Georgia
$227K – – –
OSNBOA
582
Old Second National Bank of Aurora
Illinois
$220K +$25K +644 +13%
WCFA
583
Walkner Condon Financial Advisors
Wisconsin
$219K +$219K +5,624 New
GCP
584
Gill Capital Partners
Colorado
$219K +$219K +5,622 New
VWA
585
V Wealth Advisors
Kansas
$217K +$217K +5,581 New
CWM
586
CCG Wealth Management
California
$216K +$216K +5,556 New
RWPA
587
Richard W. Paul & Associates
Michigan
$216K +$216K +5,543 New
VIM
588
Vista Investment Management
Pennsylvania
$214K +$214K +5,493 New
FGAM
589
Financial Gravity Asset Management
Texas
$212K -$1.39K -190 -0.6%
AR
590
Apeiron RIA
Texas
$212K -$52.3K -1,344 -20%
PFM
591
Parsec Financial Management
North Carolina
$211K +$211K +5,422 New
FFA
592
Founders Financial Alliance
North Carolina
$210K +$8.83K +227 +4%
ICP
593
Interchange Capital Partners
Pennsylvania
$209K +$209K +5,376 New
FA
594
FDx Advisors
Illinois
$209K +$209K +5,376 New
CWG
595
Crown Wealth Group
North Carolina
$209K +$209K +5,364 New
RPCONE
596
Retirement Planning Company of New England
Rhode Island
$208K +$208K +5,354 New
BA
597
Ballast Advisors
Minnesota
$207K – – –
VVP
598
Venture Visionary Partners
Ohio
$205K +$205K +5,270 New
IC
599
IEQ Capital
California
$203K +$203K +5,221 New
VNA
600
Valley National Advisers
Pennsylvania
$177K – – –
22 23
24
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