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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 %
TI
451
Trexquant Investment
Connecticut
$495K +$495K +12,161 New
FFG
452
Ford Financial Group
California
$495K -$33.6M -825,457 -99%
KFS
453
Kaizen Financial Strategies
California
$492K -$1.39M -34,086 -74%
MFT
454
Moisand Fitzgerald Tamayo
Florida
$492K -$138K -3,394 -22%
CCWM
455
Cassaday & Co Wealth Management
Virginia
$492K – – –
IFPL
456
Investments & Financial Planning LLC
Kentucky
$490K +$17.6K +432 +4%
HVIA
457
Hudson Valley Investment Advisors
New York
$487K +$35.1K +861 +8%
WAG
458
Wallace Advisory Group
California
$484K +$1.67K +41 +0.3%
William Blair & Company
459
William Blair & Company
Illinois
$471K -$18.7K -460 -4%
Qube Research & Technologies (QRT)
460
Qube Research & Technologies (QRT)
United Kingdom
$470K -$193K -4,749 -29%
WMR
461
Wealth Management Resources
Rhode Island
$469K -$41.5K -1,018 -8%
TIM
462
Thompson Investment Management
Wisconsin
$469K -$48.9K -1,201 -9%
CAS
463
Coppell Advisory Solutions
Texas
$469K +$229K +5,689 +95%
CASC
464
Coppell Advisory Solutions Corp
Texas
$469K +$229K +5,689 +95%
HAG
465
HF Advisory Group
Maryland
$465K +$5.42K +133 +1%
BMWM
466
Brown Miller Wealth Management
Virginia
$462K +$20.6K +505 +5%
SL
467
SWMG LLC
Texas
$460K +$88.4K +2,171 +24%
KIA
468
Kraematon Investment Advisors
Massachusetts
$459K +$1.06K +26 +0.2%
DADC
469
D.A. Davidson & Co
Montana
$457K +$4.81K +118 +1%
BC
470
Brio Consultants
California
$454K -$366 -9 -0.1%
RWPA
471
Richard W. Paul & Associates
Michigan
$454K +$228K +5,601 +101%
ECA
472
Elevated Capital Advisors
Utah
$452K +$1.55K +38 +0.3%
LWM
473
Laidlaw Wealth Management
New York
$451K -$45.3K -1,112 -9%
WSTAM
474
Wilbanks Smith & Thomas Asset Management
Virginia
$450K – – –
NFSG
475
Newbridge Financial Services Group
Florida
$448K +$106K +2,607 +31%
17 18
19
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