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 %
OSNBOA
551
Old Second National Bank of Aurora
Illinois
$244K +$13.6K +335 +6%
CA
552
Cambridge Advisors
Nebraska
$243K -$28.5K -700 -10%
RWM
553
Rockwood Wealth Management
Pennsylvania
$241K -$1.63K -40 -0.7%
NL
554
NWAM LLC
Washington
$239K -$120K -2,935 -33%
FG
555
Fiduciary Group
Georgia
$238K – – –
PFO
556
Pathstone Family Office
New Jersey
$237K +$237K +5,811 New
TP
557
Tranquility Partners
Tennessee
$235K -$3.14K -77 -1%
Empower Advisory Group
558
Empower Advisory Group
Colorado
$233K +$233K +5,728 New
GA
559
Goldstein Advisors
Wisconsin
$232K -$7.74K -190 -3%
CSIA
560
Charles Schwab Investment Advisory
California
$231K +$231K +5,679 New
SEI Investments
561
SEI Investments
Pennsylvania
$231K -$25.3K -622 -10%
GCP
562
Gill Capital Partners
Colorado
$229K – – –
CPRC
563
Consolidated Portfolio Review Corp
New York
$229K +$229K +5,614 New
FFA
564
Founders Financial Alliance
North Carolina
$226K +$6.07K +149 +3%
BA
565
Ballast Advisors
Minnesota
$223K +$7.05K +173 +3%
VIM
566
Vista Investment Management
Pennsylvania
$222K -$1.39K -34 -0.6%
RPCONE
567
Retirement Planning Company of New England
Rhode Island
$222K +$3.91K +96 +2%
PFM
568
Parsec Financial Management
North Carolina
$221K – – –
ICP
569
Interchange Capital Partners
Pennsylvania
$217K -$1.91K -47 -0.9%
HIP
570
HUB Investment Partners
Texas
$216K +$216K +5,304 New
VVP
571
Venture Visionary Partners
Ohio
$215K – – –
FA
572
FDx Advisors
Illinois
$209K – – –
B
573
Bensler
Washington
$207K -$68.5K -1,683 -25%
AR
574
Apeiron RIA
Texas
$204K -$17.5K -429 -8%
DSA
575
Droms Strauss Advisors
Missouri
$204K +$204K +5,021 New
21 22
23
24 25