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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
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 %
FFS
76
Founders Financial Securities
Maryland
$24M +$331K +8,519 +1%
BFEC
77
Benjamin F. Edwards & Company
Missouri
$23.9M -$18M -462,172 -43%
CWA
78
Choice Wealth Advisors
Maine
$23.3M -$391K -10,064 -2%
MD
79
Money Design
Japan
$22.7M -$1.25M -32,263 -5%
APP
80
Avantax Planning Partners
Iowa
$22.7M -$6.69M -171,911 -23%
SFM
81
Signet Financial Management
New Jersey
$22.1M -$3.14M -80,666 -12%
GKWIM
82
Gerber Kawasaki Wealth & Investment Management
California
$21.8M +$4.69M +120,712 +27%
PIM
83
Parker Investment Management
California
$21.6M +$21.6M +556,177 New
EDRIA
84
Edmonds Duncan Registered Investment Advisors
Kansas
$20.9M -$406K -10,452 -2%
ACA
85
Ackerman Capital Advisors
Texas
$20.7M -$5.67M -145,683 -21%
FHA
86
Flagship Harbor Advisors
Massachusetts
$20.6M +$4.62M +118,884 +29%
GLA
87
Good Life Advisors
Pennsylvania
$20.3M +$2.24M +57,531 +12%
Goldman Sachs
88
Goldman Sachs
New York
$20.1M -$6.54M -168,194 -25%
RA
89
Riversedge Advisors
Delaware
$19.7M +$1.64M +42,280 +9%
SWMG
90
Sanchez Wealth Management Group
Florida
$19.2M +$26.4K +680 +0.1%
PWPS
91
Pinnacle Wealth Planning Services
Ohio
$19.1M +$5.58M +143,507 +41%
MML Investors Services
92
MML Investors Services
Massachusetts
$19M +$5.74M +147,599 +43%
LFG
93
Larson Financial Group
Missouri
$18.2M -$953K -24,516 -5%
VC
94
Vicus Capital
Pennsylvania
$17.6M +$395K +10,164 +2%
WCM
95
Windsor Capital Management
Arizona
$17.3M -$265K -6,802 -2%
RA
96
Rodgers & Associates
Pennsylvania
$17.3M -$451K -11,585 -3%
AWS
97
Atria Wealth Solutions
New York
$17M +$7.08M +182,145 +72%
MPM
98
Meritage Portfolio Management
Kansas
$16.8M -$2.15M -55,176 -11%
AWM
99
Avior Wealth Management
Nebraska
$16.5M +$886K +22,789 +6%
RJA
100
Raymond James & Associates
Florida
$16.5M +$3.04M +78,262 +23%
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4
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