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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 %
IWM
76
IHT Wealth Management
Illinois
$24.4M -$19.6M -480,631 -45%
SFM
77
Signet Financial Management
New Jersey
$23.8M +$598K +14,679 +3%
GLA
78
Good Life Advisors
Pennsylvania
$22.9M +$1.72M +42,200 +8%
ACA
79
Ackerman Capital Advisors
Texas
$22.9M +$1.24M +30,470 +6%
Goldman Sachs
80
Goldman Sachs
New York
$22.3M +$1.22M +29,956 +6%
TVAMP
81
Tennessee Valley Asset Management Partners
Tennessee
$22.1M -$12.7M -310,876 -36%
MFG
82
Merit Financial Group
Georgia
$22M +$5.64M +138,552 +35%
EDRIA
83
Edmonds Duncan Registered Investment Advisors
Kansas
$21.8M -$40.7K -999 -0.2%
CFD
84
Creative Financial Designs
Indiana
$21.7M +$20.2M +496,075 +1,330%
BFEC
85
Benjamin F. Edwards & Company
Missouri
$21.6M -$3.47M -85,323 -14%
RA
86
Riversedge Advisors
Delaware
$21.1M +$543K +13,323 +3%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$20.6M -$13.5M -331,599 -40%
PWPS
88
Pinnacle Wealth Planning Services
Ohio
$20.1M +$52K +1,278 +0.3%
SWMG
89
Sanchez Wealth Management Group
Florida
$20M -$58.5K -1,436 -0.3%
VC
90
Vicus Capital
Pennsylvania
$19.8M +$1.43M +35,042 +8%
LFPWM
91
Leicht Financial Planning & Wealth Management
New Jersey
$19.7M +$7.03M +172,605 +56%
LFG
92
Larson Financial Group
Missouri
$18.6M -$518K -12,717 -3%
WCM
93
Windsor Capital Management
Arizona
$18.2M +$102K +2,504 +0.6%
RA
94
Rodgers & Associates
Pennsylvania
$17.9M -$183K -4,488 -1%
AWM
95
Avior Wealth Management
Nebraska
$17.8M +$503K +12,349 +3%
PFA
96
Pure Financial Advisors
California
$17.4M +$657K +16,129 +4%
OCM
97
One Capital Management
California
$17.3M +$284K +6,966 +2%
CF
98
Convergence Financial
Missouri
$17.2M +$776K +19,065 +5%
AWM
99
Atticus Wealth Management
Florida
$17M +$13.4M +329,571 +376%
M&T Bank
100
M&T Bank
New York
$16.1M -$218K -5,358 -1%
2 3
4
5 6