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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 %
FP
676
Financial Perspectives
Minnesota
$2.26K – – –
TFA
677
Toth Financial Advisory
Virginia
$2.24K +$2.24K +55 New
Bank of Montreal
678
Bank of Montreal
Ontario, Canada
$2.04K – – –
HFS
679
Hantz Financial Services
Michigan
$2K -$100 -3 -5%
OSAM
680
O'Shaughnessy Asset Management
Connecticut
$1.1K – – –
TF
681
Tompkins Financial
New York
$1.02K -$407 -10 -29%
BSB
682
Bangor Savings Bank
Maine
$896 – – –
SGC
683
Slocum, Gordon & Co
Rhode Island
$861 – – –
AWM
684
Abound Wealth Management
Tennessee
$778 +$778 +19 New
AA
685
Altman Advisors
Illinois
$677 +$677 +16,716 New
OLVIG
686
Oliver Lagore Vanvalin Investment Group
Michigan
$81 +$81 +2 New
RWM
687
Ruedi Wealth Management
Illinois
$4 – – –
BlackRock
688
BlackRock
New York
– -$51.9M -1,335,362 Closed
PIM
689
Parker Investment Management
California
– -$21.6M -556,177 Closed
Allspring Global Investments
690
Allspring Global Investments
North Carolina
– -$12.9M -332,971 Closed
SWM
691
SigFig Wealth Management
California
– -$2.2M -267,900 Closed
OC
692
Oppenheimer & Co
New York
– -$5.18M -133,272 Closed
GSWM
693
Greenup Street Wealth Management
Michigan
– -$3.93M -100,971 Closed
Jane Street
694
Jane Street
New York
– -$3.35M -86,162 Closed
SW
695
SteelPeak Wealth
California
– -$3.11M -79,933 Closed
LBC
696
Lawrence B. Cohen
– -$2.84M -72,950 Closed
RA
697
Rational Advisors
New York
– -$2.6M -66,810 Closed
GB
698
Gunma Bank
Japan
– -$2.49M -64,000 Closed
Renaissance Technologies
699
Renaissance Technologies
New York
– -$1.83M -47,000 Closed
AI
700
Atria Investments
North Carolina
– -$1.8M -46,369 Closed
26 27
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