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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 %
PRWA
476
Platte River Wealth Advisors
Colorado
$445K – – –
FI
477
Financial Insights
Washington
$443K -$8.14K -200 -2%
FMWA
478
Forvis Mazars Wealth Advisors
Missouri
$436K -$11.9K -292 -3%
FGA
479
Fortis Group Advisors
New Jersey
$435K +$435K +10,507 New
CIC
480
Carnegie Investment Counsel
Ohio
$421K – – –
FFG
481
Frisch Financial Group
New York
$419K -$47.4K -1,163 -10%
MSAM
482
Moloney Securities Asset Management
Missouri
$418K -$13.1K -321 -3%
Manulife (Manufacturers Life Insurance)
483
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$417K -$7.57K -186 -2%
BP
484
Ballentine Partners
Massachusetts
$415K – – –
BRWA
485
B. Riley Wealth Advisors
Florida
$405K -$8.23M -201,997 -95%
AF
486
Arrow Financial
New York
$403K – – –
BA
487
Bridge Advisory
California
$402K +$1.67K +41 +0.4%
BBPWM
488
Blue Bell Private Wealth Management
Pennsylvania
$391K – – –
BPA
489
Beacon Pointe Advisors
California
$389K +$20.1K +494 +5%
SIA
490
Soltis Investment Advisors
Utah
$388K -$33.6K -824 -8%
SG
491
Sharper & Granite
California
$386K -$4.89K -120 -1%
WGCA
492
Wolf Group Capital Advisors
Virginia
$385K -$489 -12 -0.1%
MA
493
MONECO Advisors
Connecticut
$384K -$29K -712 -7%
Bank of New York Mellon
494
Bank of New York Mellon
New York
$383K -$128K -3,134 -25%
RIA
495
Regal Investment Advisors
Michigan
$380K +$63.6K +1,562 +20%
IF
496
Ironwood Financial
Arizona
$380K +$19.7K +484 +5%
BBNA
497
Bremer Bank National Association
Minnesota
$367K – – –
APWA
498
Atlas Private Wealth Advisors
New Jersey
$367K -$15.6K -384 -4%
IP
499
Investment Partners
Ohio
$367K – – –
CIA
500
Cape Investment Advisory
Georgia
$364K +$364K +8,945 New
18 19
20
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