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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.

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 Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$3.66B 94,019 +16,929 +22%
Financial Engines Advisors
2
Financial Engines Advisors
California
$2.62B 67,323,774 +5,126,906 +8%
LPL Financial
3
LPL Financial
California
$951M 24,450,669 +4,298,363 +21%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$902M 23,192,234 +19,557,538 +538%
Osaic Holdings
5
Osaic Holdings
Arizona
$471M 12,115,019 +10,245,763 +548%
HC
6
Hamilton Capital
Ohio
$389M 10,010,274 -116,937 -1%
Morgan Stanley
7
Morgan Stanley
New York
$307M 7,904,655 +91,766 +1%
CCMG
8
Clark Capital Management Group
Pennsylvania
$305M 7,848,033 +7,654,100 +3,947%
VA
9
Valmark Advisers
Ohio
$276M 7,099,201 -1,254,794 -15%
Bank of America
10
Bank of America
North Carolina
$274M 7,057,255 +1,519,863 +27%
AF
11
Allworth Financial
California
$268M 6,899,712 +440,627 +7%
UBS Group
12
UBS Group
Switzerland
$240M 6,172,356 +981,383 +19%
SW
13
SVB Wealth
Massachusetts
$170M 4,364,523 +69,252 +2%
Franklin Resources
14
Franklin Resources
California
$155M 3,981,590 -204,273 -5%
NAS
15
Nicolet Advisory Services
Wisconsin
$137M 3,360,053 -32,168 -0.9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$135M 3,483,299 +1,061,609 +44%
WJA
17
Willis Johnson & Associates
Texas
$128M 3,293,268 +190,367 +6%
HI
18
Horizon Investments
North Carolina
$115M 2,954,547 +1,812,579 +159%
AA
19
Alesco Advisors
New York
$113M 2,905,669 -129,383 -4%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$106M 2,728,781 -119,034 -4%
OPS
21
Orion Portfolio Solutions
Nebraska
$103M 2,641,947 +2,628,440 +19,460%
AA
22
Advisory Alpha
Michigan
$98M 2,518,744 -93,501 -4%
PI
23
PFS Investments
Georgia
$90.6M 2,329,269 +1,141,264 +96%
EH
24
Equitable Holdings
New York
$88.4M 2,272,450 +29,860 +1%
Betterment LLC
25
Betterment LLC
New York
$84.5M 2,172,772 +57,533 +3%
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