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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
1
Financial Engines Advisors
California
$2.86B
2
HI
2
Horizon Investments
North Carolina
$217M
3
ACM
3
AlphaStar Capital Management
North Carolina
$105M
4
Cerity Partners
4
Cerity Partners
New York
$74.5M
5
LPL Financial
5
LPL Financial
California
$1.04B

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$208M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$138M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$2.83M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$1.5M
5
Bank of America
5
Bank of America
North Carolina
$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
26
NorthRock Partners
Minnesota
$91.5M +$4.7M +115,521 +5%
TC
27
TownSquare Capital
Utah
$85.4M +$2.88M +70,677 +3%
LFS
28
Lutz Financial Services
Nebraska
$83.4M +$1.24M +30,469 +2%
TF
29
TIAA FSB
Florida
$81.8M +$36.9M +907,398 +82%
AI
30
Accredited Investors
Minnesota
$79.3M +$3.54M +86,827 +5%
SQA
31
Simon Quick Advisors
New Jersey
$77.6M +$6.25M +153,398 +9%
Cerity Partners
32
Cerity Partners
New York
$74.5M +$74.1M +1,819,290 +16,853%
CWM
33
Connecticut Wealth Management
Connecticut
$71.7M +$4.95M +121,629 +7%
AWM
34
AE Wealth Management
Kansas
$66.8M -$13.7M -337,478 -17%
Wells Fargo
35
Wells Fargo
California
$66.3M +$14.9M +364,792 +29%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$63.7M +$27.1M +666,629 +74%
NEWAS
37
N.E.W. Advisory Services
Wisconsin
$60.2M -$138K -3,389 -0.2%
PAG
38
Private Advisor Group
New Jersey
$59.1M +$6.05M +148,663 +11%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$57.8M -$12.3M -300,896 -17%
ONB
40
Old National Bancorp
Indiana
$57.3M +$963K +23,661 +2%
MFG
41
Magnus Financial Group
New York
$52.5M +$414K +10,156 +0.8%
KW
42
KWB Wealth
California
$51.9M +$651K +16,746 +1%
TAIM
43
TD Ameritrade Investment Management
Nebraska
$51.4M -$10.7M -262,911 -17%
NA
44
Nottingham Advisors
New York
$50.1M -$808K -19,842 -2%
KA
45
Klingman & Associates
New York
$47.2M +$446K +10,954 +1%
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
$46.7M +$15.3M +376,880 +49%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$45.7M -$309K -7,599 -0.7%
NB
48
Nicolet Bankshares
Wisconsin
$45.6M -$703K -17,258 -2%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$44.2M +$2.98M +73,189 +7%
HighTower Advisors
50
HighTower Advisors
Illinois
$43.2M -$6.1M -149,818 -12%
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