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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 %
BA
301
Bristlecone Advisors
Washington
$1.94M -$52.8K -1,222 -3%
KFGK
302
Keystone Financial Group (Kentucky)
Kentucky
$1.9M +$1.9M +43,960 New
US Bancorp
303
US Bancorp
Minnesota
$1.89M -$787K -18,209 -29%
TWP
304
Tower Wealth Partners
Pennsylvania
$1.87M -$23.5K -545 -1%
BC
305
Burney Company
Virginia
$1.82M -$3.62M -83,792 -67%
TC
306
TAP Consulting
Missouri
$1.81M -$57K -1,320 -3%
MWC
307
MBM Wealth Consultants
Missouri
$1.79M +$485K +11,074 +37%
MWM
308
Modera Wealth Management
New Jersey
$1.78M +$190K +4,399 +12%
CAGAS
309
Capital Advisory Group Advisory Services
Minnesota
$1.77M +$783K +18,121 +79%
HHGC
310
Hunting Hill Global Capital
New York
$1.76M +$244K +5,648 +16%
VPP
311
Vertex Planning Partners
Illinois
$1.75M +$103K +2,394 +6%
CFGS
312
Concourse Financial Group Securities
Alabama
$1.75M -$32.7K -758 -2%
LFM
313
Lumina Fund Management
New York
$1.73M – – –
TFCP
314
Twin Focus Capital Partners
Massachusetts
$1.7M +$1.01M +23,300 +145%
EA
315
Eclectic Associates
California
$1.7M -$19.6K -453 -1%
TSWM
316
Tyler-Stone Wealth Management
Ohio
$1.69M +$1.69M +39,099 New
TCM
317
Tradewinds Capital Management
Washington
$1.67M -$19.3K -446 -1%
SL
318
Salomon & Ludwin
Virginia
$1.66M -$173 -4 -0%
CFG
319
Citizens Financial Group
Rhode Island
$1.63M +$202K +4,674 +14%
AT
320
American Trust
Kentucky
$1.62M +$562 +13 +0%
OIA
321
OneDigital Investment Advisors
Kansas
$1.61M -$564K -13,045 -26%
CTFG
322
Capstone Triton Financial Group
Oklahoma
$1.61M -$4.58K -106 -0.3%
JSL
323
JT Stratford LLC
Georgia
$1.59M -$152K -3,511 -9%
PWM
324
Peterson Wealth Management
Nevada
$1.57M -$598K -13,832 -28%
FIM
325
Fernwood Investment Management
Massachusetts
$1.55M – – –
11 12
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