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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 %
CHC
651
City Holding Co
West Virginia
$16.5K -$12.2K -300 -43%
TWA
652
TCI Wealth Advisors
Arizona
$14.2K – – –
BONH
653
Bank of New Hampshire
New Hampshire
$13.5K – – –
GFWA
654
Grey Fox Wealth Advisors
Delaware
$11.5K +$41 +1 +0.4%
PFBT
655
Parkside Financial Bank & Trust
Missouri
$11.4K – – –
CAL
656
Capital Advisors Ltd
Ohio
$11K – – –
NRC
657
New Republic Capital
North Carolina
$9.94K +$9.94K +244 New
CPA
658
Cardiff Park Advisors
California
$9.04K +$9.04K +222 New
BWM
659
Baystate Wealth Management
Massachusetts
$8.51K – – –
HCM
660
Hollencrest Capital Management
California
$8.14K +$8.14K +200 New
ACA
661
Aptus Capital Advisors
Alabama
$7.94K -$2.89K -71 -27%
KFS
662
Kelly Financial Services
Massachusetts
$7.49K -$998K -24,507 -99%
Kayne Anderson Rudnick Investment Management
663
Kayne Anderson Rudnick Investment Management
California
$7.25K – – –
FWP
664
FAS Wealth Partners
Kansas
$7.17K -$72.7K -1,785 -91%
Deutsche Bank
665
Deutsche Bank
Germany
$6.11K -$20.4K -500 -77%
CT
666
Cambridge Trust
Massachusetts
$4.89K -$4.93K -121 -50%
2L
667
25 LLC
Missouri
$4.33K +$4.33K +106 New
SIS
668
Sound Income Strategies
Florida
$4.28K -$11.7K -287 -73%
FGAM
669
Financial Gravity Asset Management
Texas
$3.97K +$2.36K +42,574 +146%
RPCA
670
Running Point Capital Advisors
California
$3.75K – – –
ANBT
671
American National Bank & Trust
Texas
$3.26K – – –
TAM
672
Tucker Asset Management
Colorado
$3.22K – – –
NMG
673
New Millennium Group
Utah
$3.13K – – –
PAG
674
Paladin Advisory Group
Iowa
$2.48K +$2.48K +61 New
SHIM
675
Stone House Investment Management
Pennsylvania
$2.41K +$2.41K +59 New
25 26
27
28 29