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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 %
AA
426
Argent Advisors
Louisiana
$675K – – –
CP
427
Castleview Partners
Texas
$673K -$15.3K -353 -2%
CL
428
COWA LLC
Oklahoma
$670K +$1.47K +34 +0.2%
SIAS
429
Summit Investment Advisory Services
Minnesota
$664K +$106K +2,460 +19%
FFA
430
Fragasso Financial Advisors
Pennsylvania
$663K -$432 -10 -0.1%
PWA
431
Peterson Wealth Advisors
Utah
$660K +$3.21K +74 +0.5%
LF
432
Lantz Financial
Illinois
$644K -$103K -2,377 -14%
LIA
433
LBMC Investment Advisors
Tennessee
$623K +$2.98K +69 +0.5%
WSWA
434
Warren Street Wealth Advisors
California
$622K -$5.01K -116 -0.8%
FNBOO
435
First National Bank of Omaha
Nebraska
$613K -$19.6K -453 -3%
EE
436
EWG Elevate
California
$613K +$613K +14,189 New
SCA
437
Snowden Capital Advisors
New York
$607K +$1.6K +37 +0.3%
LJAC
438
L.J. Altfest & Co
New York
$600K -$2.08K -48 -0.3%
MP
439
McDonald Partners
Ohio
$595K -$44.8K -1,037 -7%
WP
440
WealthPLAN Partners
Nebraska
$594K +$53.8K +1,246 +10%
SI
441
Stephens Inc
Arkansas
$594K +$594K +13,745 New
DA
442
Detalus Advisors
Missouri
$588K -$39.8K -922 -6%
Bank of New York Mellon
443
Bank of New York Mellon
New York
$586K +$180K +4,159 +44%
C
444
Certuity
Florida
$575K +$575K +13,312 New
Brown Advisory
445
Brown Advisory
Maryland
$575K +$575K +13,303 New
WEG
446
World Equity Group
Illinois
$573K -$323K -7,473 -36%
WWA
447
WCG Wealth Advisors
Nevada
$573K -$21.8K -506 -4%
SAM
448
Sequent Asset Management
Texas
$570K -$13.2K -306 -2%
Citigroup
449
Citigroup
New York
$567K +$547K +12,662 +2,783%
GAG
450
GM Advisory Group
New York
$566K -$250K -5,786 -31%
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