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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 %
RFC
401
Regions Financial Corp
Alabama
$808K -$60.4K -1,399 -7%
WPW
402
Waldron Private Wealth
Pennsylvania
$805K – – –
JWCA
403
J.W. Cole Advisors
Florida
$804K +$33.6K +777 +4%
AC
404
AWM Capital
Arizona
$802K -$1.18M -27,383 -60%
AC
405
AIFG Consultants
New York
$802K +$169K +3,907 +27%
MCC
406
Money Concepts Capital
Florida
$800K +$800K +18,519 New
GSIAS
407
Garden State Investment Advisory Services
New Jersey
$798K -$102K -2,364 -11%
WA
408
Wealthstream Advisors
New York
$797K +$3.07K +71 +0.4%
V
409
Veritable
Delaware
$793K -$413K -9,550 -34%
ACM
410
Advisors Capital Management
New Jersey
$791K – – –
LBC
411
Lowe Brockenbrough & Co
Virginia
$777K – – –
VWA
412
V Wealth Advisors
Kansas
$774K -$3.97K -92 -0.5%
WAM
413
Wallington Asset Management
Indiana
$773K +$83K +1,920 +12%
GT
414
Greenleaf Trust
Michigan
$758K – – –
GS
415
GTS Securities
New York
$739K +$739K +17,101 New
TCA
416
Transcend Capital Advisors
New Jersey
$737K +$132K +3,062 +22%
SAG
417
SageView Advisory Group
California
$733K +$443K +10,252 +152%
BWM
418
BCGM Wealth Management
Indiana
$731K +$33.5K +776 +5%
APWA
419
Atlas Private Wealth Advisors
New Jersey
$728K +$339K +7,838 +87%
MAWCM
420
Mine & Arao Wealth Creation & Management
California
$724K +$1.47K +34 +0.2%
WPC
421
White Pine Capital
Minnesota
$720K +$7.69K +178 +1%
FW
422
FirstPurpose Wealth
Utah
$719K +$109K +2,534 +18%
CAL
423
Capital Analysts LLC
Pennsylvania
$714K +$57.6K +1,335 +9%
MIAS
424
Mason Investment Advisory Services
Virginia
$707K – – –
6F
425
626 Financial
Michigan
$700K -$53.8K -1,246 -7%
15 16
17
18 19