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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 %
PA
176
Probity Advisors
Texas
$6.59M +$94.5K +2,429 +1%
US Bancorp
177
US Bancorp
Minnesota
$6.48M +$6.31M +162,142 +3,568%
SOS
178
Silver Oak Securities
Tennessee
$6.47M +$1.84M +47,357 +40%
JCM
179
Jacobi Capital Management
Pennsylvania
$6.43M +$104K +2,662 +2%
SSW
180
Stone Summit Wealth
Florida
$6.18M +$1.6M +41,232 +35%
SF
181
Symphony Financial
Texas
$6.17M +$1.01M +25,537 +20%
SA
182
Shilanski & Associates
Alaska
$6.09M +$6.09M +156,629 New
WAP
183
Wealthcare Advisory Partners
Pennsylvania
$6.03M -$1.43M -36,820 -19%
GIA
184
GHP Investment Advisors
Colorado
$5.96M +$604K +15,525 +11%
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$5.96M +$21.4K +551 +0.4%
IA
186
IFG Advisory
Georgia
$5.95M +$237K +6,105 +4%
BFG
187
Barber Financial Group
Kansas
$5.84M -$313K -8,049 -5%
RIS
188
Retirement Income Solutions
Michigan
$5.81M +$1.15M +29,467 +25%
SC
189
Savant Capital
Illinois
$5.81M -$165K -4,249 -3%
FC
190
Financial Council
Maryland
$5.78M +$299K +7,699 +5%
PC
191
Pecaut & Co
Iowa
$5.74M +$192K +4,929 +3%
EFL
192
ERn Financial LLC
Wisconsin
$5.7M +$61.1K +1,570 +1%
GG
193
GenWealth Group
New Jersey
$5.67M -$173K -4,449 -3%
QC
194
Quent Capital
New York
$5.66M +$971K +24,972 +21%
PFG
195
Pacific Financial Group
Washington
$5.58M -$338K -8,700 -6%
SAM
196
Securian Asset Management
Minnesota
$5.55M +$902K +23,200 +19%
MWA
197
Motive Wealth Advisors
Michigan
$5.54M -$282K -7,241 -5%
CWA
198
Clarus Wealth Advisors
Arizona
$5.43M -$159K -3,947 -3%
ML
199
McAdam LLC
Pennsylvania
$5.35M -$5.33M -126,800 -50%
1IA
200
1834 Investment Advisors
Wisconsin
$5.34M +$2.52M +64,716 +89%
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