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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 %
OCM
101
One Capital Management
California
$16.3M -$70.6K -1,815 -0.4%
PFA
102
Pure Financial Advisors
California
$16M -$371K -9,539 -2%
SA
103
Sunesis Advisors
Kansas
$15.8M – – –
CF
104
Convergence Financial
Missouri
$15.7M +$957K +24,600 +6%
M&T Bank
105
M&T Bank
New York
$15.6M -$1.61M -41,343 -9%
MFG
106
Merit Financial Group
Georgia
$15.6M +$13.3M +342,117 +580%
SFP
107
Strategic Financial Partners
Oregon
$15.3M -$1.63M -42,010 -10%
EWM
108
Executive Wealth Management
Michigan
$14.7M +$14.5M +371,826 +6,197%
HG
109
Harbor Group
New Hampshire
$14.5M +$487K +12,514 +3%
KAS
110
Kestra Advisory Services
Texas
$14.4M +$10.4M +267,895 +264%
DI
111
Diligent Investors
California
$14M -$125K -3,224 -0.9%
BOPW
112
Brandywine Oak Private Wealth
Pennsylvania
$13.9M +$4.6M +118,307 +50%
AssetMark Inc
113
AssetMark Inc
California
$13.3M +$13.3M +341,215 +21,929%
WFA
114
Wells Financial Advisors
Massachusetts
$13.3M +$1.43M +36,838 +12%
IA
115
IFP Advisors
Florida
$13.3M +$3.01M +100,826 +29%
NL
116
Navalign LLC
California
$13.2M -$72.4K -1,862 -0.5%
HGWM
117
Harvest Group Wealth Management
Massachusetts
$13M -$126K -3,247 -1%
Allspring Global Investments
118
Allspring Global Investments
North Carolina
$12.9M -$1.12M -28,706 -8%
GLR
119
Great Lakes Retirement
Ohio
$12.8M +$12.8M +330,395 New
Baird Financial Group
120
Baird Financial Group
Wisconsin
$12.7M +$4.69M +120,635 +59%
WAOI
121
Wealth Advisors of Iowa
Iowa
$12.6M +$3.28M +84,428 +35%
JPMorgan Chase & Co
122
JPMorgan Chase & Co
New York
$12.2M +$10.9M +279,419 +845%
LFPWM
123
Leicht Financial Planning & Wealth Management
New Jersey
$12.1M -$482K -12,399 -4%
CIM
124
Confluence Investment Management
Missouri
$12M -$11.9M -306,716 -50%
CWM
125
CarsonAllaria Wealth Management
Illinois
$11.9M -$218K -5,598 -2%
3 4
5
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