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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 %
IF
276
Intrua Financial
Texas
$2.45M +$124K +2,875 +5%
WWM
277
WJ Wealth Management
Arizona
$2.44M +$1.15M +26,557 +89%
TFGT
278
TS Financial Group (TSFG)
Illinois
$2.44M -$95.5K -2,212 -4%
WCA
279
Waypoint Capital Advisors
Minnesota
$2.36M – – –
MA
280
MONECO Advisors
Connecticut
$2.35M +$1.94M +44,852 +475%
SHJ
281
Sharkey, Howes & Javer
Colorado
$2.34M -$1.16M -26,911 -33%
OBWG
282
Onyx Bridge Wealth Group
New York
$2.34M -$44K -1,019 -2%
1SB
283
1ST Source Bank
Indiana
$2.27M -$177K -4,088 -7%
SF
284
Summit Financial
New Jersey
$2.26M +$454K +10,510 +25%
RWMH
285
Riverpoint Wealth Management Holdings
Illinois
$2.24M -$24.1K -558 -1%
FTS
286
Fifth Third Securities
Ohio
$2.23M +$17.9K +415 +0.8%
TC
287
Trilogy Capital
California
$2.22M +$159K +3,582 +8%
OWA
288
Opal Wealth Advisors
New York
$2.18M +$110K +2,556 +5%
SWM
289
Seaside Wealth Management
California
$2.15M -$6.44K -149 -0.3%
NFC
290
Northeast Financial Consultants
Connecticut
$2.11M +$830K +19,208 +65%
CWA
291
Clarus Wealth Advisors
Arizona
$2.1M +$76K +1,775 +4%
OCBCO
292
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.08M -$237K -5,492 -10%
SCM
293
SCS Capital Management
Massachusetts
$2.04M – – –
USCWA
294
U.S. Capital Wealth Advisors
Texas
$2.03M -$62.6K -1,449 -3%
SWA
295
Stratos Wealth Advisors
Ohio
$2.02M +$62.3K +1,443 +3%
BCI
296
Brinker Capital Investments
Pennsylvania
$2M +$415K +9,600 +26%
OPS
297
Orion Portfolio Solutions
Nebraska
$2M +$415K +9,600 +26%
AO
298
Advisor OS
Illinois
$1.99M +$119K +2,755 +6%
Citadel Advisors
299
Citadel Advisors
Florida
$1.95M -$4.2M -97,172 -68%
TCWM
300
Total Clarity Wealth Management
Illinois
$1.94M +$1.94M +44,988 New
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