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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 %
FM
601
Family Management
New York
$175K +$175K +4,491 New
JFGIW
602
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$168K +$933 +24 +0.6%
AWM
603
Accel Wealth Management
Iowa
$168K +$856 +22 +0.5%
FA
604
Fiduciary Alliance
South Carolina
$164K +$164K +4,210 New
CPG
605
Cornerstone Planning Group
New Jersey
$147K +$147K +3,699 New
SMA
606
Sage Mountain Advisors
Georgia
$146K -$396K -10,190 -73%
EE
607
EWG Elevate
California
$138K -$129K -3,328 -48%
HS
608
Horan Securities
United States
$137K +$137K +3,525 New
GAG
609
Goodman Advisory Group
Massachusetts
$132K -$30.6K -785 -19%
PNC Financial Services Group
610
PNC Financial Services Group
Pennsylvania
$131K -$39.5K -1,016 -23%
AC
611
AlphaCore Capital
California
$124K +$124K +3,192 New
EWM
612
Evermay Wealth Management
Virginia
$124K – – –
S
613
SignatureFD
Georgia
$123K +$36.6K +941 +42%
PP
614
PrairieView Partners
Minnesota
$123K -$3.54K -91 -3%
AWM
615
Accurate Wealth Management
Florida
$110K +$110K +2,752 New
CT
616
Colonial Trust
South Carolina
$109K +$109K +2,800 New
SIC
617
Salem Investment Counselors
North Carolina
$100K +$100K +2,582 New
JWA
618
JFS Wealth Advisors
Pennsylvania
$99.5K -$46.7K -1,200 -32%
GI
619
Gradient Investments
Minnesota
$94.4K -$1.13K -29 -1%
WAS
620
Winch Advisory Services
Wisconsin
$94K +$11K +282 +13%
CWM
621
Cedar Wealth Management
California
$90.6K -$688K -17,699 -88%
TWC
622
TD Waterhouse Canada
Ontario, Canada
$89.4K +$78 +2 +0.1%
AA
623
AlphaMark Advisors
Kentucky
$88K – – –
HWA
624
Heritage Wealth Advisors
Virginia
$85.6K – – –
PB
625
Pinnacle Bancorp
Nebraska
$85K – – –
23 24
25
26 27