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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 %
DWM
301
Darwin Wealth Management
Florida
$1.6M +$1.21M +29,272 +304%
TCM
302
Tradewinds Capital Management
Washington
$1.6M -$28.1M -689,351 -95%
MWC
303
MBM Wealth Consultants
Missouri
$1.58M -$53 -1 -0%
SFC
304
Strategic Financial Concepts
Texas
$1.58M +$1.58M +38,770 New
SL
305
Salomon & Ludwin
Virginia
$1.57M +$24.5K +601 +2%
AT
306
American Trust
Kentucky
$1.56M +$320K +7,713 +26%
Marshall Wace
307
Marshall Wace
United Kingdom
$1.56M +$1.56M +38,220 New
VPP
308
Vertex Planning Partners
Illinois
$1.55M -$1.4M -34,287 -47%
CTFG
309
Capstone Triton Financial Group
Oklahoma
$1.52M +$47.9K +1,177 +3%
PAS
310
Park Avenue Securities
New York
$1.51M -$2.43M -59,787 -62%
WFS
311
Weitzel Financial Services
Iowa
$1.51M -$87.9K -2,157 -6%
OPS
312
Orion Portfolio Solutions
Nebraska
$1.5M -$106M -2,605,135 -99%
BCI
313
Brinker Capital Investments
Pennsylvania
$1.5M +$74.1K +1,819 +5%
MWM
314
Modera Wealth Management
New Jersey
$1.49M -$78.5K -1,929 -5%
IC
315
Innealta Capital
Texas
$1.49M +$24.6K +604 +2%
BEI
316
Benjamin Edwards Inc
Missouri
$1.47M -$380K -9,333 -21%
Millennium Management
317
Millennium Management
New York
$1.47M +$1.47M +35,967 New
FIM
318
Fernwood Investment Management
Massachusetts
$1.46M +$39.1K +960 +3%
HF
319
HRT Financial
New York
$1.45M +$1.45M +35,701 New
LDB
320
Lee, Danner & Bass
Tennessee
$1.45M +$24.4K +600 +2%
HHGC
321
Hunting Hill Global Capital
New York
$1.43M +$1.43M +35,200 New
TFG
322
Tilson Financial Group
New Jersey
$1.43M -$57.6K -1,413 -4%
CRI
323
Colonial River Investments
Virginia
$1.42M -$5.89M -144,582 -81%
Vontobel Holding
324
Vontobel Holding
Switzerland
$1.41M – – –
Invesco
325
Invesco
Georgia
$1.4M -$286K -7,024 -17%
11 12
13
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