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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
Envestnet Asset Management
Illinois
$902M
2
AWA
Arete Wealth Advisors
Illinois
$3.66B
3
Osaic Holdings
Osaic Holdings
Arizona
$471M
4
CCMG
Clark Capital Management Group
Pennsylvania
$305M
5
Financial Engines Advisors
Financial Engines Advisors
California
$2.62B

Top Sellers

1
VA
Valmark Advisers
Ohio
$276M
2
Stifel Financial
Stifel Financial
Missouri
$50.1M
3
RWM
Reston Wealth Management
Virginia
$9.5M
4
Wells Fargo
Wells Fargo
California
$49.1M
5
BFEC
Benjamin F. Edwards & Company
Missouri
$23.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAC
201
Laurel Wealth Advisors (California)
California
$5.27M +$660K +16,961 +14%
AIA
202
Angeles Investment Advisors
California
$5.26M -$2.53M -64,955 -32%
PFG
203
PAX Financial Group
Texas
$5.23M -$61.1K -1,572 -1%
VLC
204
Van Leeuwen & Company
New Jersey
$5.21M -$67.2K -1,728 -1%
FIM
205
Freedom Investment Management
Connecticut
$5.2M -$20.9K -538 -0.4%
OC
206
Oppenheimer & Co
New York
$5.18M +$5.18M +133,272 New
SWM
207
Spire Wealth Management
Virginia
$5.14M +$3.14M +80,624 +157%
ICG
208
InterOcean Capital Group
Tennessee
$5.09M +$30K +772 +0.6%
LA
209
Lynch & Associates
Indiana
$4.99M +$127K +3,256 +3%
PWM
210
Penobscot Wealth Management
Maine
$4.84M +$299K +7,696 +7%
IWN
211
Independent Wealth Network
Iowa
$4.81M +$39.8K +1,024 +0.8%
CFG
212
Cooper Financial Group
California
$4.77M +$102K +2,612 +2%
MW
213
Marcum Wealth
Ohio
$4.75M +$120K +3,078 +3%
Koshinski Asset Management
214
Koshinski Asset Management
Illinois
$4.75M +$222K +5,699 +5%
RIM
215
Redwood Investment Management
Arizona
$4.68M -$13.6M -349,183 -74%
IPW
216
Intergy Private Wealth
Colorado
$4.68M +$810K +20,837 +21%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$4.67M +$112K +2,870 +2%
OAM
218
Occidental Asset Management
California
$4.51M +$184K +4,739 +4%
PWG
219
Private Wealth Group
Florida
$4.49M +$22.8K +587 +0.5%
AMM
220
American Money Management
California
$4.23M +$202K +5,206 +5%
BCG
221
Breakwater Capital Group
New Jersey
$4.14M +$4.14M +106,534 New
NC
222
NewSquare Capital
Pennsylvania
$4.04M -$97.1K -2,497 -2%
CWM
223
Collaborative Wealth Management
Florida
$4.03M -$99.7K -2,563 -2%
GSWM
224
Greenup Street Wealth Management
Michigan
$3.93M +$3.93M +100,971 New
SAM
225
Smithbridge Asset Management
Pennsylvania
$3.89M -$31.9K -820 -0.8%
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