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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 %
JFGIW
526
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$345K +$157K +3,642 +84%
BI
527
Ballast Inc
Kentucky
$345K +$12.1K +279 +4%
AAS
528
Ameritas Advisory Services
Nebraska
$345K -$196K -4,579 -36%
HSG
529
Helen Stephens Group
Texas
$343K -$10.7K -247 -3%
NFP
530
Narus Financial Partners
Utah
$342K -$239K -5,533 -41%
BAG
531
Bridgewealth Advisory Group
California
$341K +$38.9K +901 +13%
EFG
532
Erickson Financial Group
Pennsylvania
$338K – – –
MA
533
MCF Advisors
Kentucky
$336K – – –
SB
534
Strategic Blueprint
Georgia
$335K -$5.44K -126 -2%
DAS
535
Dynamic Advisor Solutions
Arizona
$335K -$38.6K -894 -10%
PI
536
PFG Investments
New York
$334K +$334K +7,731 New
SWIM
537
Smallwood Wealth Investment Management
New Jersey
$334K – – –
GC
538
Grimes & Company
Massachusetts
$332K -$43.2K -1,000 -12%
ECA
539
Elevated Capital Advisors
Utah
$328K -$151K -3,503 -32%
CG
540
Cutler Group
California
$328K +$328K +7,600 New
HPC
541
Hobart Private Capital
North Carolina
$326K -$1.94K -45 -0.6%
CWM
542
Cahaba Wealth Management
Georgia
$326K +$1.51K +35 +0.5%
NIM
543
Northeast Investment Management
Massachusetts
$325K +$325K +7,532 New
FPAS
544
Focus Partners Advisor Solutions
Missouri
$323K +$108K +2,509 +51%
ISB
545
Iowa State Bank
Iowa
$320K – – –
EWA
546
Exencial Wealth Advisors
Oklahoma
$314K -$27.1K -628 -8%
KA
547
Kovack Advisors
Florida
$313K +$130 +3 +0%
TCMP
548
Thrive Capital Management (Pennsylvania)
Pennsylvania
$310K -$8.12K -188 -3%
RPGK
549
Retirement Planning Group (Kansas)
Kansas
$300K +$300K +6,955 New
HBT
550
Hills Bank & Trust
Iowa
$299K +$119K +2,753 +66%
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