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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$208M
2
Osaic Holdings
Osaic Holdings
Arizona
$138M
3
CCMG
Clark Capital Management Group
Pennsylvania
$2.83M
4
OPS
Orion Portfolio Solutions
Nebraska
$1.5M
5
Bank of America
Bank of America
North Carolina
$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
126
NewEdge Advisors
Louisiana
$11.7M -$1.61M -39,504 -12%
FLPIM
127
F.L. Putnam Investment Management
Massachusetts
$11.7M +$1.16M +28,399 +11%
Thrivent Financial for Lutherans
128
Thrivent Financial for Lutherans
Minnesota
$11.6M +$720K +17,901 +7%
SW
129
SkyOak Wealth
Michigan
$11.6M +$1.6M +39,299 +16%
MWM
130
Meridian Wealth Management
Kentucky
$11.3M -$80.3K -1,972 -0.7%
DC
131
Destiny Capital
Colorado
$11.2M +$289K +7,109 +3%
NECFA
132
New England Capital Financial Advisors
Connecticut
$10.7M +$301K +7,390 +3%
CA
133
CGN Advisors
Kansas
$10.5M +$946K +23,243 +10%
SCP
134
Stevens Capital Partners
Nebraska
$10.3M +$1.26M +30,970 +14%
CC
135
Courier Capital
New York
$10.1M +$1.4M +34,365 +16%
SFG
136
StrategIQ Financial Group
Indiana
$10.1M +$269K +6,601 +3%
RWM
137
Reston Wealth Management
Virginia
$9.78M -$162K -3,974 -2%
State Street
138
State Street
Massachusetts
$9.78M +$244K +6,004 +3%
1WM
139
1900 Wealth Management
Texas
$9.58M – – –
CI
140
CX Institutional
Indiana
$9.3M +$1.03M +25,378 +13%
GRP
141
Global Retirement Partners
California
$9.21M +$1.41M +34,686 +18%
JWS
142
Juncture Wealth Strategies
Arizona
$9.14M -$362K -8,885 -4%
HFS
143
Horizon Financial Services
North Carolina
$9.04M -$309K -7,577 -3%
JFA
144
JNBA Financial Advisors
Minnesota
$8.85M -$120K -2,941 -1%
AWM
145
Axxcess Wealth Management
California
$8.83M +$988K +24,252 +13%
MFA
146
Millington Financial Advisors
Illinois
$8.75M -$202K -4,950 -2%
RFS
147
Retirement Financial Solutions
Tennessee
$8.52M +$319K +7,830 +4%
CGFA
148
Colton Groome Financial Advisors
North Carolina
$8.24M +$7.68M +188,630 +1,368%
SWM
149
Spire Wealth Management
Virginia
$8M +$2.63M +64,519 +49%
VCP
150
Verus Capital Partners
Arizona
$7.89M +$176K +4,326 +2%
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6
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