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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.86B 70,209,666 +2,885,892 +4%
LPL Financial
2
LPL Financial
California
$1.04B 25,540,824 +1,090,155 +4%
HC
3
Hamilton Capital
Ohio
$408M 10,016,236 +5,962 +0.1%
VA
4
Valmark Advisers
Ohio
$296M 7,274,457 +175,256 +2%
Morgan Stanley
5
Morgan Stanley
New York
$294M 7,216,285 -688,370 -9%
AF
6
Allworth Financial
California
$291M 7,151,834 +252,122 +4%
UBS Group
7
UBS Group
Switzerland
$246M 6,029,687 -142,669 -2%
Bank of America
8
Bank of America
North Carolina
$232M 5,709,377 -1,347,878 -19%
HI
9
Horizon Investments
North Carolina
$217M 5,340,312 +2,385,765 +81%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$208M 5,113,654 -18,078,580 -78%
SW
11
SVB Wealth
Massachusetts
$146M 3,586,690 -777,833 -18%
Franklin Resources
12
Franklin Resources
California
$143M 3,522,682 -458,908 -12%
Osaic Holdings
13
Osaic Holdings
Arizona
$138M 3,385,773 -8,729,246 -72%
WJA
14
Willis Johnson & Associates
Texas
$136M 3,351,420 +58,152 +2%
NAS
15
Nicolet Advisory Services
Wisconsin
$133M 3,285,977 -74,076 -2%
PI
16
PFS Investments
Georgia
$128M 3,168,046 +838,777 +36%
AA
17
Alesco Advisors
New York
$116M 2,839,298 -66,371 -2%
AA
18
Advisory Alpha
Michigan
$112M 2,738,544 +219,800 +9%
Betterment LLC
19
Betterment LLC
New York
$110M 2,694,456 +521,684 +24%
ACM
20
AlphaStar Capital Management
North Carolina
$105M 2,602,583 +1,916,653 +279%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$104M 2,544,245 -939,054 -27%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$97.7M 2,399,171 -329,610 -12%
EH
23
Equitable Holdings
New York
$94.8M 2,328,400 +55,950 +2%
Mariner
24
Mariner
Kansas
$94.7M 2,324,902 +580,089 +33%
Ameriprise
25
Ameriprise
Minnesota
$92.8M 2,282,771 +374,199 +20%
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