SPYV icon

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 %
BP
501
Ballentine Partners
Massachusetts
$405K -$35.9K -832 -8%
NL
502
NWAM LLC
Washington
$405K +$151K +3,505 +60%
IF
503
Ironwood Financial
Arizona
$403K – – –
BRWA
504
B. Riley Wealth Advisors
Florida
$393K -$36.4K -843 -8%
CIA
505
Cape Investment Advisory
Georgia
$390K +$3.59K +83 +0.9%
BBNA
506
Bremer Bank National Association
Minnesota
$390K – – –
IP
507
Investment Partners
Ohio
$389K – – –
WGCA
508
Wolf Group Capital Advisors
Virginia
$388K – – –
SIA
509
Soltis Investment Advisors
Utah
$387K -$24.5K -568 -6%
SG
510
Sharper & Granite
California
$381K -$29.2K -675 -7%
FWM
511
Focused Wealth Management
New York
$380K -$2.72K -63 -0.7%
BPA
512
Beacon Pointe Advisors
California
$376K -$36.4K -842 -9%
TCM
513
Twin Capital Management
Pennsylvania
$372K +$86 +2 +0%
MW
514
MBL Wealth
North Carolina
$371K +$371K +8,590 New
ST
515
Somerset Trust
Pennsylvania
$369K -$3.02K -70 -0.8%
HW
516
Hancock Whitney
Mississippi
$369K -$6.65K -154 -2%
VF
517
Vawter Financial
Ohio
$365K +$365K +8,458 New
PFM
518
Phillips Financial Management
Indiana
$365K – – –
CF
519
Centaurus Financial
California
$363K -$172K -3,993 -32%
IA
520
Inspire Advisors
Idaho
$362K +$28.3K +656 +9%
AA
521
Ancora Advisors
Ohio
$354K +$30.5K +705 +9%
CAG
522
Csenge Advisory Group
Florida
$353K +$353K +8,164 New
BC
523
Brio Consultants
California
$350K -$131K -3,033 -27%
SIC
524
Sterling Investment Counsel
New York
$350K +$2.85K +66 +0.8%
MOS
525
MGO One Seven
Ohio
$350K +$66.7K +1,543 +24%
19 20
21
22 23