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 %
LWMG
576
Levy Wealth Management Group
Pennsylvania
$204K +$204K +5,008 New
SWM
577
SFG Wealth Management
Maryland
$203K +$203K +4,995 New
EFG
578
Everhart Financial Group
Ohio
$203K -$71.6K -1,757 -26%
FPAS
579
Focus Partners Advisor Solutions
Missouri
$202K +$202K +4,967 New
CWM
580
Chicago Wealth Management
Illinois
$202K +$202K +4,949 New
WC
581
Waterloo Capital
Texas
$201K +$201K +4,945 New
Lido Advisors
582
Lido Advisors
California
$201K +$201K +4,938 New
VNA
583
Valley National Advisers
Pennsylvania
$179K – – –
JFGIW
584
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$177K +$1.02K +25 +0.6%
AWM
585
Accel Wealth Management
Iowa
$176K +$611 +15 +0.3%
HBT
586
Hills Bank & Trust
Iowa
$170K +$170K +4,175 New
MIFH
587
Migdal Insurance & Financial Holdings
Israel
$168K +$166K +4,139 +7,809%
FM
588
Family Management
New York
$165K -$18K -441 -10%
SMA
589
Sage Mountain Advisors
Georgia
$153K – – –
HS
590
Horan Securities
United States
$144K – – –
AC
591
AlphaCore Capital
California
$130K – – –
EWM
592
Evermay Wealth Management
Virginia
$129K – – –
PP
593
PrairieView Partners
Minnesota
$128K – – –
S
594
SignatureFD
Georgia
$122K -$7.41K -182 -6%
BWL
595
Bogart Wealth LLC
Virginia
$120K +$117K +2,871 +3,828%
HNB
596
Huntington National Bank
Ohio
$117K -$32.7K – –
SIC
597
Salem Investment Counselors
North Carolina
$105K – – –
JWA
598
JFS Wealth Advisors
Pennsylvania
$104K – – –
AA
599
AlphaMark Advisors
Kentucky
$101K +$9.35K +230 +10%
WAS
600
Winch Advisory Services
Wisconsin
$99K +$368 +9 +0.4%
22 23
24
25 26