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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 %
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$7.78M +$102K +2,500 +1%
KWM
152
Kingsview Wealth Management
Oregon
$7.7M -$512K -12,565 -6%
AAS
153
Avantax Advisory Services
Texas
$7.61M +$121K +2,967 +2%
WI
154
WrapManager Inc
California
$7.56M -$93.2K -2,288 -1%
HPC
155
HM Payson & Co
Maine
$7.44M +$7.44M +182,723 New
HA
156
Hofer & Associates
California
$7.4M -$36.9K -948 -0.5%
AWA
157
Alta Wealth Advisors
Massachusetts
$7.37M +$368K +9,034 +5%
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$7.29M +$1.05M +25,823 +17%
SSW
159
Stone Summit Wealth
Florida
$7.27M +$791K +19,424 +12%
UCFA
160
United Capital Financial Advisors
Texas
$7.21M -$1.17M -28,846 -14%
Truist Financial
161
Truist Financial
North Carolina
$7.2M -$309K -7,589 -4%
DWM
162
Drive Wealth Management
Utah
$7.19M -$203K -4,987 -3%
FPIS
163
Financial Planning & Information Services
Wisconsin
$7.11M -$15.1K -372 -0.2%
JCM
164
Jacobi Capital Management
Pennsylvania
$6.92M +$187K +4,597 +3%
VBFP
165
Valtinson Bruner Financial Planning
Minnesota
$6.87M -$89.8K -2,206 -1%
SF
166
Symphony Financial
Texas
$6.85M +$589K +14,663 +9%
IA
167
IFP Advisors
Florida
$6.78M -$6.49M -217,491 -49%
GIA
168
GHP Investment Advisors
Colorado
$6.71M +$460K +11,308 +7%
SIG
169
Sargent Investment Group
Maryland
$6.65M -$266K -6,538 -4%
TCFP
170
Treasure Coast Financial Planning
Florida
$6.49M -$670K -16,451 -9%
SA
171
Shilanski & Associates
Alaska
$6.44M +$114K +2,832 +2%
CA
172
Cetera Advisors
Colorado
$6.41M -$1.43M -35,141 -18%
SOS
173
Silver Oak Securities
Tennessee
$6.32M -$457K -11,218 -7%
FC
174
Financial Council
Maryland
$6.19M +$146K +3,582 +2%
1IA
175
1834 Investment Advisors
Wisconsin
$6.18M +$591K +14,514 +11%
5 6
7
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