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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 %
TW
376
Towerpoint Wealth
California
$878K -$80.3K -1,972 -8%
RW
377
REDW Wealth
New Mexico
$872K – – –
MA
378
Mutual Advisors
Nebraska
$869K -$17.5K -429 -2%
9WM
379
9258 Wealth Management
Ohio
$867K +$124K +3,043 +17%
PWM
380
Perigon Wealth Management
California
$861K +$122 +3 +0%
DA
381
Doliver Advisors
Texas
$852K -$2.81K -69 -0.3%
GSIAS
382
Garden State Investment Advisory Services
New Jersey
$848K -$288K -7,082 -25%
CA
383
Centerpoint Advisors
Massachusetts
$848K – – –
CWMGP
384
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$835K -$79.4K -1,949 -9%
DPI
385
Diversified Portfolios Inc
Michigan
$833K +$37.7K +925 +5%
SCM
386
Spring Capital Management
Texas
$830K -$10.2K -250 -1%
AWS
387
AJ Wealth Strategies
New York
$830K +$830K +20,384 New
RFC
388
Regions Financial Corp
Alabama
$818K +$167K +4,105 +26%
SF
389
Safeguard Financial
Wisconsin
$816K +$80.4K +1,974 +11%
Neuberger Berman Group
390
Neuberger Berman Group
New York
$796K +$796K +19,549 New
HCM
391
Hengehold Capital Management
Ohio
$795K +$12.5K +306 +2%
SG Americas Securities
392
SG Americas Securities
New York
$794K +$794K +19,500 New
AWAU
393
Alliance Wealth Advisors (Utah)
Utah
$793K +$7K +172 +0.9%
GAG
394
GM Advisory Group
New York
$769K +$769K +18,892 New
WPW
395
Waldron Private Wealth
Pennsylvania
$759K – – –
WA
396
Wealthstream Advisors
New York
$749K -$41.3K -1,015 -5%
ACM
397
Advisors Capital Management
New Jersey
$746K -$44.8K -1,100 -6%
VWA
398
V Wealth Advisors
Kansas
$734K +$506K +12,434 +223%
LBC
399
Lowe Brockenbrough & Co
Virginia
$732K – – –
CWM
400
Catalyst Wealth Management
Georgia
$729K -$43.7K -1,073 -6%
14 15
16
17 18