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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
$729M
2
Financial Engines Advisors
Financial Engines Advisors
California
$3.11B
3
RJFSA
Raymond James Financial Services Advisors
Florida
$172M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$120M
5
Cerity Partners
Cerity Partners
New York
$127M

Top Sellers

1
HC
Hamilton Capital
Ohio
$158M
2
SW
SVB Wealth
Massachusetts
$67.2M
3
ACM
AlphaStar Capital Management
North Carolina
$74M
4
HI
Horizon Investments
North Carolina
$211M
5
MPM
Meritage Portfolio Management
Kansas
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
26
TownSquare Capital
Utah
$98.3M +$7.72M +178,814 +9%
CWM
27
Connecticut Wealth Management
Connecticut
$90.8M +$14.8M +341,836 +19%
LFS
28
Lutz Financial Services
Nebraska
$90.2M +$1.66M +38,384 +2%
NP
29
NorthRock Partners
Minnesota
$89M -$8.12M -188,037 -8%
SQA
30
Simon Quick Advisors
New Jersey
$87.7M +$5.36M +124,150 +7%
Ameriprise
31
Ameriprise
Minnesota
$85.1M -$13.6M -315,439 -14%
AI
32
Accredited Investors
Minnesota
$83.5M -$729K -16,883 -0.9%
KW
33
KWB Wealth
California
$76.5M +$18.8M +434,818 +33%
ACM
34
AlphaStar Capital Management
North Carolina
$74M -$38.4M -888,807 -34%
PAG
35
Private Advisor Group
New Jersey
$73M +$10.2M +235,716 +16%
AWM
36
AE Wealth Management
Kansas
$73M +$2.08M +48,057 +3%
HighTower Advisors
37
HighTower Advisors
Illinois
$72.4M +$26.5M +614,816 +58%
SW
38
SVB Wealth
Massachusetts
$67.2M -$87.7M -2,030,719 -57%
NEWAS
39
N.E.W. Advisory Services
Wisconsin
$64M +$129K +2,992 +0.2%
ONB
40
Old National Bancorp
Indiana
$61.8M +$1.03M +23,880 +2%
Wells Fargo
41
Wells Fargo
California
$61.4M -$8.94M -206,923 -13%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$59.9M -$1.48M -34,360 -2%
MFG
43
Magnus Financial Group
New York
$57.5M +$1.79M +41,545 +3%
NA
44
Nottingham Advisors
New York
$52.5M -$612K -14,173 -1%
KA
45
Klingman & Associates
New York
$50.3M +$238K +5,506 +0.5%
GKWIM
46
Gerber Kawasaki Wealth & Investment Management
California
$49.6M +$22.6M +523,569 +84%
FHA
47
Flagship Harbor Advisors
Massachusetts
$49.2M +$18.7M +433,185 +61%
NB
48
Nicolet Bankshares
Wisconsin
$49.1M +$749K +17,335 +2%
AWM
49
Angeles Wealth Management
California
$49.1M +$3.33M +77,093 +7%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$48.3M -$143K -3,318 -0.3%
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