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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 %
CAG
701
Csenge Advisory Group
Florida
– -$1.76M -45,316 Closed
Susquehanna International Group
702
Susquehanna International Group
Pennsylvania
– -$1.4M -36,091 Closed
PPP
703
Private Portfolio Partners
New Jersey
– -$1.36M -35,019 Closed
WCG
704
Wall Capital Group
Arizona
– -$1.13M -27,809 Closed
PCIA
705
Prime Capital Investment Advisors
Kansas
– -$1.08M -27,656 Closed
CA
706
Continuum Advisory
Idaho
– -$1.06M -27,157 Closed
TSS
707
Two Sigma Securities
New York
– -$971K -24,973 Closed
MCC
708
Money Concepts Capital
Florida
– -$782K -20,102 Closed
MWM
709
Moran Wealth Management
Florida
– -$648K -16,670 Closed
PMG
710
ProVise Management Group
Florida
– -$648K -16,663 Closed
CAM
711
Concorde Asset Management
Michigan
– -$586K -15,059 Closed
WIM
712
WealthPlan Investment Management
Nebraska
– -$611K -14,529 Closed
TRCT
713
Tower Research Capital (TRC)
New York
– -$455K -11,711 Closed
CW
714
CreativeOne Wealth
Kansas
– -$452K -11,619 Closed
FMN
715
Financial Management Network
California
– -$421K -10,628 Closed
XS
716
XR Securities
Illinois
– -$409K -10,512 Closed
AG
717
Ascent Group
Virginia
– -$382K -9,812 Closed
X
718
Xponance
Pennsylvania
– -$367K -9,429 Closed
FCI
719
Financial Counselors Inc
Kansas
– -$364K -9,351 Closed
VFA
720
Voya Financial Advisors
Connecticut
– -$364K -9,319 Closed
BF
721
BOK Financial
Oklahoma
– -$346K -8,887 Closed
VCM
722
Vivaldi Capital Management
Illinois
– -$352K -8,726 Closed
SW
723
Simplicity Wealth
New Jersey
– -$303K -7,790 Closed
TA
724
TFB Advisors
Kansas
– -$294K -7,555 Closed
MDCM
725
Morgan Dempsey Capital Management
Wisconsin
– -$293K -7,534 Closed
27 28
29
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