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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 %
KM
626
Kalos Management
Georgia
$39.2K – – –
LIA
627
Luken Investment Analytics
Tennessee
$37K -$26.1K -640 -41%
Commonwealth Equity Services
628
Commonwealth Equity Services
Massachusetts
$36.2K +$937 +23,011 +3%
PA
629
Parallel Advisors
California
$33.6K +$33.5K +823 +82,300%
HT
630
Headlands Technologies
Illinois
$32.6K -$11.2K -276 -26%
BLC
631
Brown, Lisle/Cummings
Rhode Island
$32.6K – – –
HFM
632
Hartford Financial Management
Connecticut
$32.1K – – –
WWM
633
Wagner Wealth Management
South Carolina
$31.7K -$31.4K -771 -50%
WTC
634
WhitTier Trust Company
Nevada
$30.9K – – –
FDCDDQ
635
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.1K – – –
PWMG
636
Prestige Wealth Management Group
New Jersey
$28.5K – – –
WWM
637
Wolff Wiese Magana
California
$27.9K – – –
ACA
638
Atlas Capital Advisors
Wyoming
$27.9K – – –
CFB
639
Cullen/Frost Bankers
Texas
$27.1K – – –
CIAS
640
Capital Investment Advisory Services
North Carolina
$26.2K +$14.7K +361 +128%
CWC
641
Carolinas Wealth Consulting
North Carolina
$25K – – –
CHA
642
Carmichael Hill & Associates
Maryland
$24.1K – – –
BWA
643
BDO Wealth Advisors
Florida
$23.1K +$122 +3 +0.5%
FDCC
644
Foster Dykema Cabot & Co
Massachusetts
$23K +$23K +569 New
CWM
645
Compass Wealth Management
Connecticut
$22.2K +$22.2K +545 New
LF
646
Lee Financial
Texas
$21.6K -$13.6K -335 -39%
FFA
647
Farther Finance Advisors
California
$21.3K +$10.5K +259 +98%
CFO
648
CVA Family Office
Colorado
$19.1K – – –
Citigroup
649
Citigroup
New York
$18.5K +$16.2K +399 +713%
EWA
650
EverSource Wealth Advisors
Alabama
$17.9K – – –
24 25
26
27 28