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 %
VCM
326
Virtue Capital Management
Tennessee
$1.38M +$59.9K +1,492 +5%
FPW
327
Flagship Private Wealth
Massachusetts
$1.37M -$15.4K -378 -1%
CFG
328
Citizens Financial Group
Rhode Island
$1.35M -$40.2K -986 -3%
RSA
329
River Street Advisors
Illinois
$1.34M +$41 +1 +0%
LTL
330
Lowery Thomas LLC
California
$1.34M +$6.47K +159 +0.5%
EGA
331
E&G Advisors
Texas
$1.33M -$44.2K -1,086 -3%
IFA
332
Index Fund Advisors
California
$1.33M -$42.1K -1,033 -3%
BNP Paribas Financial Markets
333
BNP Paribas Financial Markets
France
$1.3M +$366K +9,000 +39%
PFS
334
Prospera Financial Services
Texas
$1.3M +$1.3M +31,941 New
LNC
335
Lincoln National Corp
Pennsylvania
$1.29M -$173K -4,260 -12%
CWM
336
Cordatus Wealth Management
Pennsylvania
$1.25M -$66.7K -1,639 -5%
WWM
337
WJ Wealth Management
Arizona
$1.22M -$1.19M -29,119 -49%
GL
338
Graypoint LLC
New York
$1.21M – – –
LWANC
339
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.21M +$398K +9,773 +49%
NFC
340
Northeast Financial Consultants
Connecticut
$1.2M +$340K +8,353 +39%
CFA
341
Compass Financial Advisors
Indiana
$1.2M +$74.8K +1,838 +7%
CPIG
342
Chicago Partners Investment Group
Illinois
$1.19M +$4.19K +102 +0.4%
LA
343
Lifeworks Advisors
Michigan
$1.18M +$1.18M +28,905 New
WA
344
Wambolt & Associates
Colorado
$1.17M +$63.6K +1,561 +6%
LSA
345
Lansing Street Advisors
Pennsylvania
$1.14M -$182K -4,481 -14%
SPC
346
Sigma Planning Corp
Michigan
$1.14M -$71.2K -1,748 -6%
OC
347
Oarsman Capital
Wisconsin
$1.14M -$5.9M -144,825 -84%
V
348
Veritable
Delaware
$1.14M -$421K -10,330 -27%
Simplex Trading
349
Simplex Trading
Illinois
$1.13M -$499K -12,255 -31%
BTWM
350
Baker Tilly Wealth Management
Wisconsin
$1.1M +$177K +4,336 +19%
12 13
14
15 16