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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 %
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$6.17M -$917K -35,217 -13%
QC
177
Quent Capital
New York
$6.09M +$162K +3,983 +3%
IA
178
IFG Advisory
Georgia
$6.05M -$175K -4,289 -3%
PC
179
Pecaut & Co
Iowa
$6.03M +$20K +491 +0.3%
SC
180
Savant Capital
Illinois
$5.97M -$116K -2,855 -2%
GG
181
GenWealth Group
New Jersey
$5.91M -$27K -662 -0.5%
Citadel Advisors
182
Citadel Advisors
Florida
$5.79M +$4.97M +122,034 +605%
FWI
183
Facet Wealth Inc
Maryland
$5.78M +$4.34M +106,582 +302%
PFG
184
Pacific Financial Group
Washington
$5.76M -$86K -2,111 -1%
BFG
185
Barber Financial Group
Kansas
$5.74M -$371K -9,119 -6%
EFL
186
ERn Financial LLC
Wisconsin
$5.65M -$310K -7,616 -5%
CWM
187
Collaborative Wealth Management
Florida
$5.54M +$1.32M +32,520 +31%
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$5.54M +$643K +15,800 +13%
OHIS
189
Oak Harvest Investment Services
Texas
$5.3M -$3.96M -97,198 -43%
VLC
190
Van Leeuwen & Company
New Jersey
$5.23M -$228K -5,609 -4%
FIM
191
Freedom Investment Management
Connecticut
$5.21M -$228K -5,608 -4%
PWM
192
Penobscot Wealth Management
Maine
$5.21M +$144K +3,527 +3%
LA
193
Lynch & Associates
Indiana
$5.21M -$17.5K -429 -0.3%
DWM
194
Dakota Wealth Management
Florida
$5.16M +$2.42M +59,321 +88%
ICG
195
InterOcean Capital Group
Tennessee
$5.14M -$192K -4,719 -4%
BC
196
Burney Company
Virginia
$5.12M -$3.36M -82,629 -40%
CFG
197
Cooper Financial Group
California
$5.1M +$112K +2,739 +2%
DI
198
DFPG Investments
Utah
$5.09M +$1.7M +41,729 +50%
PFG
199
PAX Financial Group
Texas
$5.08M -$397K -9,758 -7%
IWN
200
Independent Wealth Network
Iowa
$5.06M +$25.6K +629 +0.5%
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