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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 %
BI
526
Ballast Inc
Kentucky
$314K +$1.91K +47 +0.6%
HPC
527
Hobart Private Capital
North Carolina
$309K -$448 -11 -0.1%
QPWM
528
Quadrant Private Wealth Management
Pennsylvania
$307K -$152K -3,742 -33%
CWM
529
Cahaba Wealth Management
Georgia
$305K +$8.59K +211 +3%
AA
530
Ancora Advisors
Ohio
$305K +$244 +6 +0.1%
ISB
531
Iowa State Bank
Iowa
$301K – – –
RA
532
RFG Advisory
Alabama
$297K +$297K +7,290 New
TCMP
533
Thrive Capital Management (Pennsylvania)
Pennsylvania
$296K +$53.3K +1,327 +22%
KA
534
Kovack Advisors
Florida
$295K -$3.95K -97 -1%
LC
535
LCNB Corp
Ohio
$293K – – –
IC
536
IEQ Capital
California
$293K +$80.3K +1,971 +38%
BAG
537
Bridgewealth Advisory Group
California
$285K -$85.4K -2,098 -23%
WCFA
538
Walkner Condon Financial Advisors
Wisconsin
$281K +$51.9K +1,275 +23%
TFA
539
Teamwork Financial Advisors
Texas
$278K -$2.24M -54,997 -89%
CAM
540
Cresset Asset Management
Illinois
$276K -$259K -6,362 -48%
SAG
541
SageView Advisory Group
California
$274K -$959K -23,552 -78%
MOS
542
MGO One Seven
Ohio
$267K +$26.1K +642 +11%
ST
543
Smithfield Trust
Pennsylvania
$261K – – –
MCCP
544
Mission Creek Capital Partners
California
$259K +$1.14K +28 +0.4%
GAM
545
Grandview Asset Management
Pennsylvania
$258K +$814 +20 +0.3%
CWP
546
Concord Wealth Partners
Virginia
$258K -$170K -4,165 -40%
ASN
547
Advisory Services Network
Georgia
$254K -$477K -11,707 -65%
DCM
548
DGS Capital Management
New Jersey
$249K -$11.4K -279 -4%
BI
549
Berkeley Inc
Idaho
$249K – – –
ATPW
550
Ashton Thomas Private Wealth
Arizona
$246K -$340K -8,346 -58%
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