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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.

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
1
Envestnet Asset Management
Illinois
$902M
2
AWA
2
Arete Wealth Advisors
Illinois
$3.66B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$471M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$305M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$2.62B

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$276M
2
Stifel Financial
2
Stifel Financial
Missouri
$50.1M
3
RWM
3
Reston Wealth Management
Virginia
$9.5M
4
Wells Fargo
4
Wells Fargo
California
$49.1M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$23.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
51
TIAA FSB
Florida
$42.9M +$8.57M +220,363 +25%
AIA
52
Alera Investment Advisors
Illinois
$42M +$19.5M +501,079 +87%
IWM
53
IHT Wealth Management
Illinois
$42M +$18.9M +485,317 +82%
CAN
54
Cetera Advisor Networks
California
$39.8M +$22.7M +582,632 +132%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$39.3M +$1.62M +41,565 +4%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$36.8M -$1.85M -45,196 -5%
WH
57
Whitcomb & Hess
Ohio
$36.1M +$616K +15,841 +2%
BCM
58
Brookstone Capital Management
Illinois
$35.8M -$3.2M -79,965 -8%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$35M +$34.8M +894,557 +20,527%
AWM
60
Angeles Wealth Management
California
$34.9M +$2.66M +68,432 +8%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$33.6M +$3.22M +82,672 +11%
TVAMP
62
Tennessee Valley Asset Management Partners
Tennessee
$33.2M -$8.7M -223,671 -21%
CFG
63
Compton Financial Group
Maryland
$32.9M +$286K +7,355 +0.9%
MWPCG
64
Measured Wealth Private Client Group
New Hampshire
$32.6M +$5.6M +143,922 +21%
FFG
65
Ford Financial Group
California
$32.6M +$5.72K +147 +0%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$32.6M +$30.2M +775,511 +1,249%
FNT
67
First National Trust
Pennsylvania
$31.7M -$1.12M -28,915 -3%
JPMPWA
68
J.P. Morgan Private Wealth Advisors
California
$30M +$4.65M +119,693 +18%
WCAMG
69
Woodard & Company Asset Management Group
North Carolina
$29.1M -$169K -4,357 -0.6%
Corient Private Wealth
70
Corient Private Wealth
Florida
$28.6M +$28.6M +735,831 New
TCM
71
Tradewinds Capital Management
Washington
$28.3M +$28.2M +724,682 +18,721%
ACM
72
AlphaStar Capital Management
North Carolina
$26.7M +$7.5M +192,761 +39%
Prudential Financial
73
Prudential Financial
New Jersey
$26.6M -$1.03M -26,402 -4%
IWA
74
Inspirion Wealth Advisors
Illinois
$25.3M -$1.35M -34,762 -5%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$25M +$1,000K +25,701 +4%
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