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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 %
CC
151
Courier Capital
New York
$8.33M +$959K +24,671 +13%
BRWA
152
B. Riley Wealth Advisors
Florida
$8.24M +$7.89M +202,870 +2,236%
BC
153
Burney Company
Virginia
$8.11M -$3.37M -86,765 -29%
UCFA
154
United Capital Financial Advisors
Texas
$8.01M -$273K -7,025 -3%
CI
155
CX Institutional
Indiana
$7.89M -$6.36M -163,586 -45%
KWM
156
Kingsview Wealth Management
Oregon
$7.85M +$3.54K +91 +0%
RFS
157
Retirement Financial Solutions
Tennessee
$7.83M +$7.83M +201,332 New
AWM
158
Axxcess Wealth Management
California
$7.49M +$14.2K +366 +0.2%
GRP
159
Global Retirement Partners
California
$7.49M +$462K +11,879 +7%
CA
160
Cetera Advisors
Colorado
$7.48M +$4.39M +112,965 +142%
HA
161
Hofer & Associates
California
$7.44M +$54.8K +1,410 +0.7%
VCP
162
Verus Capital Partners
Arizona
$7.37M -$864K -22,220 -10%
PFGIA
163
Patriot Financial Group Insurance Agency
Massachusetts
$7.33M +$646K +16,616 +10%
WI
164
WrapManager Inc
California
$7.31M -$262K -6,728 -3%
Truist Financial
165
Truist Financial
North Carolina
$7.17M -$806K -20,727 -10%
AAS
166
Avantax Advisory Services
Texas
$7.15M +$1.28M +32,975 +22%
DWM
167
Drive Wealth Management
Utah
$7.06M +$6.67M +171,446 +1,706%
WFPG
168
Waller Financial Planning Group
Ohio
$7.02M -$96.5K -2,482 -1%
CRI
169
Colonial River Investments
Virginia
$6.98M +$5.34M +137,312 +325%
VBFP
170
Valtinson Bruner Financial Planning
Minnesota
$6.87M -$113K -2,799 -2%
TCFP
171
Treasure Coast Financial Planning
Florida
$6.84M -$118K -3,026 -2%
FPIS
172
Financial Planning & Information Services
Wisconsin
$6.81M -$138K -3,545 -2%
OC
173
Oarsman Capital
Wisconsin
$6.72M -$94.8K -2,438 -1%
AWA
174
Alta Wealth Advisors
Massachusetts
$6.69M +$2.02M +51,923 +43%
SIG
175
Sargent Investment Group
Maryland
$6.6M +$258K +6,636 +4%
5 6
7
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