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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 %
OAM
201
Occidental Asset Management
California
$4.93M +$212K +5,196 +4%
WFPG
202
Waller Financial Planning Group
Ohio
$4.9M -$2.45M -60,061 -33%
IPW
203
Intergy Private Wealth
Colorado
$4.88M -$16.6K -408 -0.3%
ICMP
204
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.83M +$4.83M +95,784 New
PWG
205
Private Wealth Group
Florida
$4.71M +$8.55K +210 +0.2%
WAP
206
Wealthcare Advisory Partners
Pennsylvania
$4.68M -$1.63M -39,954 -26%
AMM
207
American Money Management
California
$4.62M +$185K +4,538 +4%
KFI
208
Key Financial Inc
Pennsylvania
$4.51M +$243K +5,967 +6%
SAM
209
Securian Asset Management
Minnesota
$4.45M -$1.36M -33,400 -23%
SA
210
Sunesis Advisors
Kansas
$4.43M -$12.1M -298,281 -73%
Koshinski Asset Management
211
Koshinski Asset Management
Illinois
$4.39M -$579K -14,216 -12%
LFAS
212
Level Four Advisory Services
Texas
$4.24M -$4.83M -118,697 -53%
AWA
213
Arete Wealth Advisors
Illinois
$4.24M +$406K +9,976 +11%
SAM
214
Smithbridge Asset Management
Pennsylvania
$4.12M +$54.4K +1,337 +1%
RIS
215
Retirement Income Solutions
Michigan
$4.02M -$2.06M -50,665 -34%
MW
216
Marcum Wealth
Ohio
$4.02M -$954K -23,439 -19%
BWM
217
BCS Wealth Management
Tennessee
$4.02M +$703K +17,260 +21%
NC
218
NewSquare Capital
Pennsylvania
$3.99M -$236K -5,797 -6%
IWC
219
Integrated Wealth Concepts
Massachusetts
$3.96M -$80.3K -1,972 -2%
CAM
220
Cozad Asset Management
Illinois
$3.92M +$202K +4,968 +5%
BCG
221
Breakwater Capital Group
New Jersey
$3.86M -$477K -11,721 -11%
FAAM
222
First Ascent Asset Management
Colorado
$3.8M +$646K +15,862 +21%
HFW
223
Horizon Family Wealth
Illinois
$3.78M +$12.3K +301 +0.3%
B
224
Bridgeworth
Alabama
$3.78M +$1.08M +26,417 +40%
TDWM
225
Topel & Distasi Wealth Management
California
$3.73M – – –
7 8
9
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