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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 %
IC
326
Innealta Capital
Texas
$1.54M -$43K -995 -3%
BEI
327
Benjamin Edwards Inc
Missouri
$1.53M -$24.8K -573 -2%
WFS
328
Weitzel Financial Services
Iowa
$1.53M -$64.4K -1,491 -4%
PFS
329
Prospera Financial Services
Texas
$1.53M +$147K +3,413 +11%
LDB
330
Lee, Danner & Bass
Tennessee
$1.52M -$13K -300 -0.8%
LWANC
331
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.51M +$234K +5,420 +18%
DWM
332
Darwin Wealth Management
Florida
$1.5M -$195K -4,475 -12%
PA
333
PFG Advisors
Arizona
$1.48M +$348K +8,051 +31%
PAS
334
Park Avenue Securities
New York
$1.47M -$127K -2,940 -8%
RSA
335
River Street Advisors
Illinois
$1.45M +$19.8K +459 +1%
WANY
336
Wealthspire Advisors (New York)
New York
$1.45M +$1.45M +33,476 New
Invesco
337
Invesco
Georgia
$1.44M -$42.6K -987 -3%
FPW
338
Flagship Private Wealth
Massachusetts
$1.44M -$16.6K -384 -1%
LTL
339
Lowery Thomas LLC
California
$1.43M +$8.17K +189 +0.6%
DA
340
Doliver Advisors
Texas
$1.42M +$521K +12,063 +58%
BWFA
341
Baltimore-Washington Financial Advisors
Maryland
$1.42M -$731K -16,917 -34%
PWM
342
Perigon Wealth Management
California
$1.42M +$507K +11,741 +56%
IFA
343
Index Fund Advisors
California
$1.42M +$9.55K +221 +0.7%
WP
344
WealthShield Partners
North Carolina
$1.4M -$351K -8,129 -20%
LMKC
345
L.M. Kohn & Company
Ohio
$1.4M +$300K +6,955 +27%
BNP Paribas Financial Markets
346
BNP Paribas Financial Markets
France
$1.38M +$302 +7 +0%
Vontobel Holding
347
Vontobel Holding
Switzerland
$1.38M -$109K -2,518 -7%
CWM
348
Cordatus Wealth Management
Pennsylvania
$1.38M +$46.8K +1,083 +4%
CPIG
349
Chicago Partners Investment Group
Illinois
$1.37M +$86.7K +1,968 +7%
LNC
350
Lincoln National Corp
Pennsylvania
$1.36M -$821 -19 -0.1%
12 13
14
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