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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 %
TP
576
Tranquility Partners
Tennessee
$245K -$5.01K -116 -2%
GCP
577
Gill Capital Partners
Colorado
$243K – – –
Empower Advisory Group
578
Empower Advisory Group
Colorado
$242K -$5.23K -121 -2%
FTUS
579
Flow Traders U.S.
New York
$242K -$1.83M -42,391 -88%
AFG
580
Atomi Financial Group
New York
$241K -$108K -2,499 -31%
WSTAM
581
Wilbanks Smith & Thomas Asset Management
Virginia
$239K -$239K -5,527 -50%
VIM
582
Vista Investment Management
Pennsylvania
$237K +$1.17K +27 +0.5%
BSW
583
Buckingham Strategic Wealth
Missouri
$235K +$235K +5,442 New
CA
584
Cambridge Advisors
Nebraska
$232K -$25.9K -600 -10%
ICP
585
Interchange Capital Partners
Pennsylvania
$231K +$1.21K +28 +0.5%
FA
586
FDx Advisors
Illinois
$231K -$819 -19 -0.4%
BA
587
Ballast Advisors
Minnesota
$226K -$11.4K -265 -5%
KeyBank National Association
588
KeyBank National Association
Ohio
$224K +$224K +5,195 New
HIP
589
HUB Investment Partners
Texas
$224K -$4.93K -114 -2%
WCG
590
Wall Capital Group
Arizona
$219K +$219K +5,005 New
CW
591
Channel Wealth
California
$217K +$217K +5,029 New
DSA
592
Droms Strauss Advisors
Missouri
$217K – – –
SWM
593
SFG Wealth Management
Maryland
$217K +$907 +21 +0.4%
FGAM
594
Financial Gravity Asset Management
Texas
$216K +$15.4K +5,506 +8%
LWMG
595
Levy Wealth Management Group
Pennsylvania
$216K – – –
LC
596
LCNB Corp
Ohio
$216K -$95K -2,200 -31%
EFG
597
Everhart Financial Group
Ohio
$216K +$346 +8 +0.2%
GSEP
598
Golden State Equity Partners
California
$216K +$216K +4,995 New
CWM
599
Chicago Wealth Management
Illinois
$214K – – –
VVP
600
Venture Visionary Partners
Ohio
$213K -$14.9K -345 -7%
22 23
24
25 26