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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 %
FAIM
251
Financial Advocates Investment Management
Washington
$3.54M +$331K +7,199 +10%
IWP
252
IAG Wealth Partners
Wisconsin
$3.49M -$259 -6 -0%
CWA
253
Centennial Wealth Advisory
Michigan
$3.49M -$79.3K -1,836 -2%
RFN
254
RDA Financial Network
Iowa
$3.47M -$14.6K -338 -0.4%
TW
255
Transform Wealth
Colorado
$3.35M +$11.5K +266 +0.3%
SFS
256
Sowell Financial Services
Arkansas
$3.33M +$2.58M +59,660 +343%
DWM
257
Drive Wealth Management
Utah
$3.29M -$4.33M -100,344 -57%
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$3.22M -$120K -2,776 -4%
PSCM
259
Per Stirling Capital Management
Texas
$3.04M +$3.04M +70,485 New
VW
260
Vance Wealth
California
$3.04M +$1.31M +30,321 +76%
RTL
261
Red Tortoise LLC
Georgia
$2.95M +$10.6K +246 +0.4%
Bank of Montreal
262
Bank of Montreal
Ontario, Canada
$2.86M +$2.85M +65,953 +131,906%
SPIA
263
Steward Partners Investment Advisory
New York
$2.85M +$105K +2,425 +4%
AIS
264
American Investment Services
Massachusetts
$2.8M -$129K -2,990 -4%
IGWM
265
ICA Group Wealth Management
Colorado
$2.78M +$658K +15,239 +31%
CAPTRUST Financial Advisors
266
CAPTRUST Financial Advisors
North Carolina
$2.71M -$55.1K -1,275 -2%
CAC
267
Certified Advisory Corp
Florida
$2.7M +$201K +4,664 +8%
KAS
268
Kestra Advisory Services
Texas
$2.7M -$134K -3,100 -5%
PIFP
269
Partners in Financial Planning
Virginia
$2.67M -$2.77K -64 -0.1%
AWM
270
Apollon Wealth Management
South Carolina
$2.62M +$588K +13,614 +29%
PTC
271
Private Trust Company
Ohio
$2.55M +$109K +2,524 +4%
CIM
272
Corda Investment Management
Texas
$2.51M -$134K -3,100 -5%
AFP
273
Ausdal Financial Partners
Iowa
$2.48M +$354K +8,201 +17%
RMAM
274
Raab & Moskowitz Asset Management
New Jersey
$2.48M +$69.1K +1,600 +3%
EI
275
Ellevest Inc
New York
$2.46M +$29.5K +684 +1%
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