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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 %
WAS
626
Winch Advisory Services
Wisconsin
$105K +$475 +11 +0.5%
CWM
627
Cedar Wealth Management
California
$101K – – –
CIAS
628
Capital Investment Advisory Services
North Carolina
$97.2K +$69.3K +1,605 +249%
HWA
629
Heritage Wealth Advisors
Virginia
$95K – – –
CMP
630
Coston McIsaac & Partners
Maine
$92K – – –
OSAM
631
O'Shaughnessy Asset Management
Connecticut
$89.5K +$88.3K +2,044 +7,570%
TCOV
632
Trust Company of Vermont
Vermont
$88.5K – – –
CA
633
Clearstead Advisors
Ohio
$88.4K – – –
HF
634
Halpern Financial
Virginia
$82.9K – – –
TWC
635
TD Waterhouse Canada
Ontario, Canada
$81.4K – – –
FMTCOCP
636
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$78K +$78K +1,806 New
HS
637
Horan Securities
United States
$77K -$75.3K -1,743 -49%
FM
638
Family Management
New York
$76.6K -$98.4K -2,278 -56%
WAG
639
Windsor Advisory Group
Ohio
$76.4K -$27.3K -632 -26%
RG
640
Retirement Group
California
$71.3K +$25.6K +593 +56%
AC
641
AlphaCore Capital
California
$71K -$66.9K -1,548 -48%
NL
642
NVWM LLC
Pennsylvania
$63.1K – – –
RFA
643
Register Financial Advisors
Georgia
$59.8K – – –
WIM
644
Westside Investment Management
California
$59.3K -$21.7K -503 -27%
GAG
645
Goodman Advisory Group
Massachusetts
$56.5K -$26K -603 -32%
PO
646
Private Ocean
California
$54.6K +$259 +6 +0.5%
OP
647
ORG Partners
Indiana
$54.1K +$54.1K +1,248 New
OIA
648
Optimum Investment Advisors
Illinois
$51.8K – – –
SAG
649
Spotlight Asset Group
Illinois
$51.3K +$51.3K +1,188 New
TIM
650
Tortoise Investment Management
New York
$50.8K – – –
24 25
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