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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 %
DA
426
Detalus Advisors
Missouri
$592K -$81.4K -1,999 -12%
WSWA
427
Warren Street Wealth Advisors
California
$591K -$26.2K -643 -4%
LIA
428
LBMC Investment Advisors
Tennessee
$585K +$2.61K +64 +0.4%
FW
429
FirstPurpose Wealth
Utah
$575K +$95.3K +2,341 +20%
SCA
430
Snowden Capital Advisors
New York
$571K -$692K -16,992 -55%
TCA
431
Transcend Capital Advisors
New Jersey
$570K +$142K +3,484 +33%
KOC
432
Koss-Olinger Consulting
Florida
$569K – – –
MCM
433
MAI Capital Management
Ohio
$568K +$12.7K +311 +2%
LJAC
434
L.J. Altfest & Co
New York
$567K -$26.2K -643 -4%
WWA
435
WCG Wealth Advisors
Nevada
$561K -$149K -3,661 -21%
AFO
436
Arrowroot Family Office
California
$551K +$551K +13,540 New
SAM
437
Sequent Asset Management
Texas
$549K -$3.22K -79 -0.6%
NFP
438
Narus Financial Partners
Utah
$548K +$15.7K +385 +3%
CB
439
Community Bank
New York
$544K -$10.2K -250 -2%
PCA
440
Prosperity Capital Advisors
Ohio
$530K -$143K -3,513 -21%
SIAS
441
Summit Investment Advisory Services
Minnesota
$525K +$64.1K +1,573 +14%
ACP
442
Aveo Capital Partners
Colorado
$522K +$5.13K +126 +1%
GIA
443
Gladstone Institutional Advisory
Florida
$518K -$42.4K -1,040 -8%
FPCP
444
Fort Point Capital Partners
California
$517K +$1.67K +41 +0.3%
AAS
445
Ameritas Advisory Services
Nebraska
$516K -$217K -5,304 -30%
AWA
446
Arkadios Wealth Advisors
Georgia
$516K +$5.09K +125 +1%
WP
447
WealthPLAN Partners
Nebraska
$509K -$82.7K -2,030 -14%
CF
448
Centaurus Financial
California
$505K -$626K -15,376 -55%
FWM
449
ForthRight Wealth Management
Georgia
$503K +$122 +3 +0%
CS
450
Crescent Sterling
Louisiana
$500K +$79K +1,940 +19%
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