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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 %
WAG
601
Windsor Advisory Group
Ohio
$97.7K +$97.7K +2,400 New
CWM
602
Cedar Wealth Management
California
$94.9K – – –
HWA
603
Heritage Wealth Advisors
Virginia
$89.6K – – –
CMP
604
Coston McIsaac & Partners
Maine
$87K – – –
TCOV
605
Trust Company of Vermont
Vermont
$83.4K +$83.4K +2,048 New
CA
606
Clearstead Advisors
Ohio
$83.4K – – –
HF
607
Halpern Financial
Virginia
$78.2K – – –
GAG
608
Goodman Advisory Group
Massachusetts
$77.8K -$60K -1,474 -44%
TWC
609
TD Waterhouse Canada
Ontario, Canada
$76.6K -$16.6K -407 -18%
WIM
610
Westside Investment Management
California
$76.4K – – –
PB
611
Pinnacle Bancorp
Nebraska
$69.5K -$19.5K -478 -22%
CSWM
612
Cassady Schiller Wealth Management
Ohio
$64.1K +$64.1K +1,575 New
CT
613
Colonial Trust
South Carolina
$60.3K -$52.2K -1,300 -46%
NL
614
NVWM LLC
Pennsylvania
$59.5K – – –
RFA
615
Register Financial Advisors
Georgia
$56.4K – – –
PO
616
Private Ocean
California
$51.2K +$51.2K +1,257 New
OIA
617
Optimum Investment Advisors
Illinois
$48.9K – – –
TIM
618
Tortoise Investment Management
New York
$47.8K – – –
GI
619
Gradient Investments
Minnesota
$47K -$51.8K -1,273 -52%
ADL
620
Asset Dedication LLC
California
$43K – – –
RG
621
Retirement Group
California
$43K +$39.7K +975 +1,189%
FHA
622
First Horizon Advisors
Tennessee
$42.8K +$13.9K +340 +48%
AssetMark Inc
623
AssetMark Inc
California
$40.6K -$13.9M -341,774 -100%
GWS
624
Glassman Wealth Services
Virginia
$40.2K – – –
TWM
625
Tradition Wealth Management
Minnesota
$40K +$40K +982 New
23 24
25
26 27