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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 %
CBFP
726
Cedar Brook Financial Partners
Ohio
– -$292K -7,509 Closed
CAMV
727
Concord Asset Management (Virginia)
Virginia
– -$277K -7,130 Closed
BBP
728
Banco BTG Pactual
Brazil
– -$249K -6,393 Closed
HSA
729
HBK Sorce Advisory
Pennsylvania
– -$237K -6,096 Closed
KeyBank National Association
730
KeyBank National Association
Ohio
– -$231K -5,942 Closed
SW
731
SMART Wealth
Nebraska
– -$230K -5,914 Closed
SA
732
SFI Advisors
New Jersey
– -$227K -5,840 Closed
CWM
733
CCG Wealth Management
California
– -$216K -5,556 Closed
CWG
734
Crown Wealth Group
North Carolina
– -$209K -5,364 Closed
FA
735
Fiduciary Alliance
South Carolina
– -$164K -4,210 Closed
EE
736
EWG Elevate
California
– -$138K -3,548 Closed
AWM
737
Accurate Wealth Management
Florida
– -$110K -2,752 Closed
BCWM
738
Bartlett & Co Wealth Management
Ohio
– -$74.7K -1,920 Closed
BC
739
Bartlett & Co
Ohio
– -$75K -1,920 Closed
PIMG
740
Patriot Investment Management Group
Tennessee
– -$69.6K -1,680 Closed
RBC
741
Romano Brothers & Co
Illinois
– -$52.7K -1,354 Closed
AWM
742
Activest Wealth Management
Florida
– -$33.1K -852 Closed
LWCFA
743
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$31.8K -817 Closed
RIA
744
Realta Investment Advisors
Delaware
– -$26.5K -681 Closed
MWM
745
MinichMacGregor Wealth Management
New York
– -$22.9K -588 Closed
JAWM
746
J. Arnold Wealth Management
Ohio
– -$20.2K -519 Closed
GM
747
GeoWealth Management
Illinois
– -$15K -391 Closed
National Bank of Canada
748
National Bank of Canada
Quebec, Canada
– -$9.65K -248 Closed
CG
749
Cutler Group
California
– -$9K -243 Closed
DCM
750
Davidson Capital Management
Texas
– -$5.95K -153 Closed
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