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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 %
GVAG
126
Great Valley Advisor Group
Delaware
$11.8M +$1.75M +44,964 +17%
GWM
127
Geneos Wealth Management
Colorado
$11.3M +$1.24M +31,923 +12%
DC
128
Destiny Capital
Colorado
$11.1M +$11.1M +269,128 New
TFA
129
TPG Financial Advisors
Oregon
$10.9M -$647K -16,639 -6%
MWM
130
Meridian Wealth Management
Kentucky
$10.9M +$248K +6,370 +2%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$10.6M -$319K -8,165 -3%
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$10.6M +$5.99M +154,048 +131%
NECFA
133
New England Capital Financial Advisors
Connecticut
$10.3M +$10.3M +255,085 New
WWM
134
Western Wealth Management
Colorado
$10M -$8.74M -224,679 -47%
FLPIM
135
F.L. Putnam Investment Management
Massachusetts
$10M +$1.13M +29,120 +13%
CWA
136
Centennial Wealth Advisory
Michigan
$9.88M +$6.43M +165,396 +187%
1WM
137
1900 Wealth Management
Texas
$9.58M +$476K +12,235 +5%
SW
138
SkyOak Wealth
Michigan
$9.58M +$1.55M +39,805 +19%
RWM
139
Reston Wealth Management
Virginia
$9.5M -$26.6M -683,297 -74%
SFG
140
StrategIQ Financial Group
Indiana
$9.34M +$70.6K +1,816 +0.8%
State Street
141
State Street
Massachusetts
$9.11M -$163K -4,180 -2%
CA
142
CGN Advisors
Kansas
$9.1M +$2.33M +60,001 +34%
JWS
143
Juncture Wealth Strategies
Arizona
$9.08M -$371K -9,528 -4%
GWSG
144
GPS Wealth Strategies Group
Colorado
$9.04M +$1.06M +27,130 +13%
HFS
145
Horizon Financial Services
North Carolina
$8.93M -$448K -11,525 -5%
OHIS
146
Oak Harvest Investment Services
Texas
$8.85M +$2.93M +75,466 +50%
LFAS
147
Level Four Advisory Services
Texas
$8.67M +$36.6K +941 +0.4%
SCP
148
Stevens Capital Partners
Nebraska
$8.59M +$8.59M +220,805 New
JFA
149
JNBA Financial Advisors
Minnesota
$8.57M -$783K -20,135 -8%
MFA
150
Millington Financial Advisors
Illinois
$8.55M +$8.55M +219,936 New
4 5
6
7 8