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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 %
EGA
351
E&G Advisors
Texas
$1.36M -$51.3K -1,188 -4%
WA
352
Wambolt & Associates
Colorado
$1.35M +$117K +2,715 +9%
KPWS
353
Kestra Private Wealth Services
Texas
$1.31M +$1.31M +30,287 New
STA
354
Summit Trail Advisors
New York
$1.29M +$1.29M +29,910 New
GL
355
Graypoint LLC
New York
$1.28M +$605 +14 +0%
BTWM
356
Baker Tilly Wealth Management
Wisconsin
$1.27M +$98.7K +2,284 +8%
PWA
357
Phoenix Wealth Advisors
North Carolina
$1.27M +$192K +4,453 +18%
IMC Chicago
358
IMC Chicago
Illinois
$1.26M +$140K +3,243 +13%
FIA
359
Foundations Investment Advisors
Arizona
$1.25M -$1.77M -41,080 -59%
LA
360
Lifeworks Advisors
Michigan
$1.25M – – –
PA
361
PSI Advisors
Florida
$1.23M +$68.7K +1,590 +6%
LSA
362
Lansing Street Advisors
Pennsylvania
$1.22M +$5.88K +136 +0.5%
SMA
363
Seven Mile Advisory
New Jersey
$1.21M +$1.21M +27,960 New
RW
364
REDW Wealth
New Mexico
$1.19M +$267K +6,184 +29%
SPWM
365
Schrum Private Wealth Management
Florida
$1.17M +$3.15K +73 +0.3%
HI
366
Harbour Investments
Wisconsin
$1.17M -$1.77K -41 -0.2%
CRI
367
Colonial River Investments
Virginia
$1.15M -$363K -8,399 -24%
AWM
368
Aprio Wealth Management
Georgia
$1.11M +$1.11M +25,751 New
ISWM
369
Independent Solutions Wealth Management
New York
$1.09M -$12.5K -289 -1%
RFN
370
Redwood Financial Network
Ohio
$1.08M +$143K +3,310 +15%
RCAG
371
Rehmann Capital Advisory Group
Michigan
$1.07M -$91.2K -2,197 -8%
BMD
372
Better Money Decisions
New Mexico
$1.05M +$56.4K +1,305 +6%
AF
373
Advisornet Financial
Minnesota
$1.01M -$61.5K -1,424 -6%
VWA
374
Visionary Wealth Advisors
Illinois
$1.01M -$44.3K -1,026 -4%
HWM
375
Howard Wealth Management
Connecticut
$1.01M -$50.3K -1,165 -5%
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