SPYV icon

SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

686 hedge funds and large institutions have $12.1B invested in SPDR Portfolio S&P 500 Value ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 265 increasing their positions, 270 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-22
Holders Change %
-3.11%
% of All Funds
10.98%
Holding in Top 10
105
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.55%
% of All Funds
1.68%
New
61
Increased
265
Reduced
270
Closed
68
Calls
$8.65M
Puts
$969K
Net Calls
+$7.68M
Net Calls Change
-$1.27M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$118M
2
HI
Horizon Investments
North Carolina
+$97.1M
3
ACM
AlphaStar Capital Management
North Carolina
+$77.1M
4
Cerity Partners
Cerity Partners
New York
+$74.1M
5
LPL Financial
LPL Financial
California
+$44.4M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$736M
2
Osaic Holdings
Osaic Holdings
Arizona
-$355M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$317M
4
OPS
Orion Portfolio Solutions
Nebraska
-$106M
5
Bank of America
Bank of America
North Carolina
-$54.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIP
276
Blueprint Investment Partners
North Carolina
$2.02M +$22.6K +556 +1%
IGWM
277
ICA Group Wealth Management
Colorado
$2M +$180K +4,418 +10%
AFP
278
Ausdal Financial Partners
Iowa
$2M +$19.5K +478 +1%
USCWA
279
U.S. Capital Wealth Advisors
Texas
$1.97M -$13.6K -334 -0.7%
FTUS
280
Flow Traders U.S.
New York
$1.95M +$1.95M +47,983 New
OWA
281
Opal Wealth Advisors
New York
$1.95M +$85.1K +2,089 +5%
SCM
282
SCS Capital Management
Massachusetts
$1.93M -$201K -4,927 -9%
AWM
283
Apollon Wealth Management
South Carolina
$1.91M +$1.91M +47,008 New
CWA
284
Clarus Wealth Advisors
Arizona
$1.91M -$3.54M -87,403 -65%
TC
285
Trilogy Capital
California
$1.9M +$122K +3,006 +7%
BA
286
Bristlecone Advisors
Washington
$1.88M +$8.55K +210 +0.5%
AC
287
AWM Capital
Arizona
$1.87M +$1.23M +30,136 +190%
SWA
288
Stratos Wealth Advisors
Ohio
$1.84M +$293K +7,199 +19%
WEG
289
World Equity Group
Illinois
$1.83M -$1.19M -13,494 -39%
TWP
290
Tower Wealth Partners
Pennsylvania
$1.79M -$5.9K -145 -0.3%
AO
291
Advisor OS
Illinois
$1.77M -$113K -2,774 -6%
TC
292
TAP Consulting
Missouri
$1.76M -$93.8K -2,303 -5%
SF
293
Summit Financial
New Jersey
$1.7M +$218K +5,356 +15%
SS
294
Simplicity Solutions
Minnesota
$1.68M +$59.2K +1,455 +4%
CFGS
295
Concourse Financial Group Securities
Alabama
$1.68M -$153K -3,751 -8%
WP
296
WealthShield Partners
North Carolina
$1.65M -$108K -2,654 -6%
JSL
297
JT Stratford LLC
Georgia
$1.64M -$38.7K -950 -2%
LFM
298
Lumina Fund Management
New York
$1.63M – – –
VW
299
Vance Wealth
California
$1.63M +$393K +9,657 +32%
EA
300
Eclectic Associates
California
$1.62M -$81.6K -2,004 -5%
10 11
12
13 14