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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
1
Financial Engines Advisors
California
$2.86B
2
HI
2
Horizon Investments
North Carolina
$217M
3
ACM
3
AlphaStar Capital Management
North Carolina
$105M
4
Cerity Partners
4
Cerity Partners
New York
$74.5M
5
LPL Financial
5
LPL Financial
California
$1.04B

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$208M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$138M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$2.83M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$1.5M
5
Bank of America
5
Bank of America
North Carolina
$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Angeles Wealth Management
California
$43.2M +$6.61M +162,419 +18%
AIA
52
Alera Investment Advisors
Illinois
$43.1M -$889K -21,842 -2%
Stifel Financial
53
Stifel Financial
Missouri
$38.2M -$14.3M -350,196 -27%
WH
54
Whitcomb & Hess
Ohio
$37.9M +$79.6K +1,956 +0.2%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$37M +$532K +13,068 +1%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$36.1M +$9.96M +244,512 +38%
PIA
57
Perennial Investment Advisors
California
$34.8M +$32.3M +793,497 +1,288%
CFG
58
Compton Financial Group
Maryland
$34.8M +$368K +9,043 +1%
MWPCG
59
Measured Wealth Private Client Group
New Hampshire
$34M -$161K -3,963 -0.5%
FFS
60
Founders Financial Securities
Maryland
$33.9M +$8.72M +214,107 +35%
FNT
61
First National Trust
Pennsylvania
$33.2M +$42.3K +1,040 +0.1%
CAN
62
Cetera Advisor Networks
California
$33.1M -$8.62M -211,590 -21%
EWA
63
ERTS Wealth Advisors
Michigan
$33M -$13.5M -332,108 -29%
BCM
64
Brookstone Capital Management
Illinois
$32.5M -$4.36M -105,733 -12%
Corient Private Wealth
65
Corient Private Wealth
Florida
$29.9M -$107K -2,636 -0.4%
MPM
66
Meritage Portfolio Management
Kansas
$29.2M +$11.7M +287,254 +67%
WCAMG
67
Woodard & Company Asset Management Group
North Carolina
$28.8M -$1.72M -42,199 -6%
FHA
68
Flagship Harbor Advisors
Massachusetts
$28.8M +$7.2M +176,879 +33%
Prudential Financial
69
Prudential Financial
New Jersey
$27.8M -$19K -466 -0.1%
BW
70
BIP Wealth
Georgia
$26.3M +$26.3M +647,508 New
APP
71
Avantax Planning Partners
Iowa
$25.5M +$1.72M +42,290 +7%
GKWIM
72
Gerber Kawasaki Wealth & Investment Management
California
$25.4M +$2.63M +64,537 +12%
IWA
73
Inspirion Wealth Advisors
Illinois
$25.2M -$1.26M -30,849 -5%
MD
74
Money Design
Japan
$24.9M +$1.16M +28,591 +5%
CWA
75
Choice Wealth Advisors
Maine
$24.6M +$153K +3,765 +0.6%
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3
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