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 %
HI
351
Harbour Investments
Wisconsin
$1.1M -$227K -5,583 -17%
SPWM
352
Schrum Private Wealth Management
Florida
$1.1M +$19.3K +473 +2%
PA
353
PSI Advisors
Florida
$1.09M +$191K +4,695 +21%
RCAG
354
Rehmann Capital Advisory Group
Michigan
$1.08M -$12.4K -318 -1%
PA
355
PFG Advisors
Arizona
$1.07M -$75.7K -1,858 -7%
IMC Chicago
356
IMC Chicago
Illinois
$1.06M +$236K +5,799 +29%
ISWM
357
Independent Solutions Wealth Management
New York
$1.04M -$82.9K -2,035 -7%
CG
358
Colony Group
Massachusetts
$1.04M -$636K -15,602 -38%
LMKC
359
L.M. Kohn & Company
Ohio
$1.03M +$47.1K +1,156 +5%
IAN
360
Integrated Advisors Network
Texas
$1.02M -$71.2K -1,749 -7%
MAG
361
MRA Advisory Group
New Jersey
$1.02M +$74.1K +1,819 +8%
PWA
362
Phoenix Wealth Advisors
North Carolina
$1.01M +$121K +2,982 +14%
AF
363
Advisornet Financial
Minnesota
$1.01M +$99.7K +2,449 +11%
IHWM
364
Iron Horse Wealth Management
Iowa
$1M -$16K -394 -2%
HWM
365
Howard Wealth Management
Connecticut
$995K +$21.3K +523 +2%
VWA
366
Visionary Wealth Advisors
Illinois
$993K -$96.1K -2,360 -9%
ACM
367
Advance Capital Management
Michigan
$992K -$227K -5,563 -19%
SFA
368
Sequoia Financial Advisors
Ohio
$968K -$153K -3,761 -14%
EWMCB
369
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$950K +$150K +3,678 +19%
CRC
370
Curi RMB Capital
Illinois
$935K +$135K +3,310 +17%
CAGAS
371
Capital Advisory Group Advisory Services
Minnesota
$935K +$267K +6,545 +40%
BMD
372
Better Money Decisions
New Mexico
$932K +$386K +9,470 +71%
CSPAM
373
Cary Street Partners Asset Management
Virginia
$926K -$552K -13,551 -37%
TFA
374
Tobias Financial Advisors
Florida
$897K -$116K -2,858 -11%
RFN
375
Redwood Financial Network
Ohio
$882K +$79.7K +1,958 +10%
13 14
15
16 17