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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

718 hedge funds and large institutions have $13.5B invested in SPDR Portfolio S&P 500 Value ETF in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 282 increasing their positions, 259 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+32
Holders Change %
+4.66%
% of All Funds
11.32%
Holding in Top 10
105
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.66%
New
87
Increased
282
Reduced
259
Closed
45
Calls
$8.83M
Puts
$617K
Net Calls
+$8.21M
Net Calls Change
+$528K

Top Buyers

1
AF
Allworth Financial
California
+$420M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$77.3M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$68.4M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$52.5M
5
Cerity Partners
Cerity Partners
New York
+$48.1M

Top Sellers

1
HC
Hamilton Capital
Ohio
-$275M
2
SW
SVB Wealth
Massachusetts
-$87.7M
3
ACM
AlphaStar Capital Management
North Carolina
-$38.4M
4
HI
Horizon Investments
North Carolina
-$19.3M
5
MPM
Meritage Portfolio Management
Kansas
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWG
226
Portside Wealth Group
Utah
$4.26M +$4.26M +98,645 New
RIS
227
Retirement Income Solutions
Michigan
$4.25M -$21.8K -504 -0.5%
AWA
228
Arete Wealth Advisors
Illinois
$4.24M -$251K -5,806 -6%
NC
229
NewSquare Capital
Pennsylvania
$4.2M -$29.6K -686 -0.7%
BCG
230
Breakwater Capital Group
New Jersey
$4.17M +$75K +1,735 +2%
TPSF
231
Texas Permanent School Fund
Texas
$4.14M +$4.14M +95,746 New
CAM
232
Cozad Asset Management
Illinois
$4.12M -$36.3K -840 -0.9%
SAM
233
Securian Asset Management
Minnesota
$4.12M -$600K -13,900 -13%
Koshinski Asset Management
234
Koshinski Asset Management
Illinois
$3.98M -$678K -15,696 -15%
TDWM
235
Topel & Distasi Wealth Management
California
$3.96M – – –
CG
236
Colony Group
Massachusetts
$3.93M +$2.83M +65,562 +257%
HFW
237
Horizon Family Wealth
Illinois
$3.92M -$97K -2,246 -2%
JFG
238
JDM Financial Group
Texas
$3.89M +$19.4K +449 +0.5%
AMG
239
Asset Management Group
Connecticut
$3.83M +$25.3K +586 +0.7%
MWA
240
Motive Wealth Advisors
Michigan
$3.81M -$151K -3,484 -4%
AFS
241
Annapolis Financial Services
Maryland
$3.78M – – –
Creative Planning
242
Creative Planning
Kansas
$3.76M +$815K +18,862 +28%
GEA
243
Glen Eagle Advisors
New Jersey
$3.71M +$107K +2,468 +3%
GFG
244
Goldstone Financial Group
Illinois
$3.67M +$916K +21,193 +33%
GWP
245
Gateway Wealth Partners
Wisconsin
$3.67M +$669K +15,493 +22%
TFA
246
Tranquilli Financial Advisor
New Jersey
$3.65M +$113K +2,616 +3%
GFPC
247
Global Financial Private Client
Florida
$3.63M -$82K -1,892 -2%
LFAS
248
Level Four Advisory Services
Texas
$3.62M -$885K -20,477 -20%
CWM
249
Cornerstone Wealth Management
Missouri
$3.59M -$169K -3,907 -4%
TC
250
TAGStone Capital
North Carolina
$3.59M -$68K -1,574 -2%
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