SPYV icon

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 %
FAM
501
Formidable Asset Management
Ohio
$362K – – –
FWM
502
Focused Wealth Management
New York
$361K -$489 -12 -0.1%
BAM
503
Belpointe Asset Management
Nevada
$359K -$295K -7,239 -45%
HW
504
Hancock Whitney
Mississippi
$354K -$20.8K -510 -6%
GC
505
Grimes & Company
Massachusetts
$353K +$34.5K +847 +11%
DAS
506
Dynamic Advisor Solutions
Arizona
$352K -$20.6K -505 -6%
ST
507
Somerset Trust
Pennsylvania
$351K -$3.05K -75 -0.9%
TCM
508
Twin Capital Management
Pennsylvania
$350K +$81 +2 +0%
PFM
509
Phillips Financial Management
Indiana
$344K – – –
HGERS
510
Householder Group Estate & Retirement Specialist
Arizona
$336K +$336K +8,240 New
HSG
511
Helen Stephens Group
Texas
$334K +$23.3K +573 +8%
RPC
512
Rossmore Private Capital
Connecticut
$333K -$20.4K -500 -6%
AIA
513
Angeles Investment Advisors
California
$330K -$5.18M -127,210 -94%
AFG
514
Atomi Financial Group
New York
$329K +$329K +8,081 New
SIC
515
Sterling Investment Counsel
New York
$327K +$327K +8,040 New
Northern Trust
516
Northern Trust
Illinois
$324K -$442K -10,863 -58%
PNC Financial Services Group
517
PNC Financial Services Group
Pennsylvania
$324K +$187K +4,588 +137%
ESB
518
Essex Savings Bank
Connecticut
$323K -$4.48K -110 -1%
EWA
519
Exencial Wealth Advisors
Oklahoma
$322K +$41 +1 +0%
SB
520
Strategic Blueprint
Georgia
$321K +$8.31K +204 +3%
EFG
521
Erickson Financial Group
Pennsylvania
$318K – – –
MA
522
MCF Advisors
Kentucky
$316K – – –
LSA
523
Lion Street Advisors
Texas
$315K +$315K +7,728 New
SWIM
524
Smallwood Wealth Investment Management
New Jersey
$314K +$12.2K +300 +4%
IA
525
Inspire Advisors
Idaho
$314K -$12.7K -311 -4%
19 20
21
22 23