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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 %
BOPW
101
Brandywine Oak Private Wealth
Pennsylvania
$16.1M +$1.55M +38,069 +11%
SFP
102
Strategic Financial Partners
Oregon
$16M +$4.24K +104 +0%
HG
103
Harbor Group
New Hampshire
$15.3M +$62.8K +1,541 +0.4%
RJA
104
Raymond James & Associates
Florida
$15.2M -$2.02M -49,491 -12%
GWM
105
Geneos Wealth Management
Colorado
$15M +$3.14M +77,098 +26%
EWM
106
Executive Wealth Management
Michigan
$14.9M -$502K -12,339 -3%
DI
107
Diligent Investors
California
$14.7M +$13.2K +323 +0.1%
MML Investors Services
108
MML Investors Services
Massachusetts
$14.5M -$5.35M -131,357 -27%
WAOI
109
Wealth Advisors of Iowa
Iowa
$13.9M +$709K +17,405 +5%
WFA
110
Wells Financial Advisors
Massachusetts
$13.8M -$176K -4,316 -1%
AC
111
Avestar Capital
New York
$13.7M +$13.7M +337,593 New
NL
112
Navalign LLC
California
$13.7M -$135K -3,314 -1%
HGWM
113
Harvest Group Wealth Management
Massachusetts
$13.7M +$38.9K +956 +0.3%
Baird Financial Group
114
Baird Financial Group
Wisconsin
$13.3M +$6.27K +154 +0%
RIM
115
Redwood Investment Management
Arizona
$13.3M +$8.37M +205,531 +171%
GLR
116
Great Lakes Retirement
Ohio
$13.2M -$292K -7,162 -2%
WWM
117
Western Wealth Management
Colorado
$12.9M +$2.45M +60,072 +23%
ML
118
McAdam LLC
Pennsylvania
$12.6M +$7.39M +181,454 +143%
CWM
119
CarsonAllaria Wealth Management
Illinois
$12.5M +$77.8K +1,910 +0.6%
GVAG
120
Great Valley Advisor Group
Delaware
$12.1M -$232K -5,708 -2%
TFA
121
TPG Financial Advisors
Oregon
$12.1M +$602K +14,773 +5%
GWSG
122
GPS Wealth Strategies Group
Colorado
$12M +$2.54M +62,386 +27%
JPMorgan Chase & Co
123
JPMorgan Chase & Co
New York
$11.9M -$811K -19,925 -6%
CIM
124
Confluence Investment Management
Missouri
$11.9M -$714K -17,540 -6%
AWS
125
Atria Wealth Solutions
New York
$11.8M -$5.95M -146,080 -33%
3 4
5
6 7