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 %
SIS
701
Sound Income Strategies
Florida
$3.72K -$821 -19 -18%
ANBT
702
American National Bank & Trust
Texas
$3.46K – – –
TAM
703
Tucker Asset Management
Colorado
$3.41K – – –
NMG
704
New Millennium Group
Utah
$3.34K – – –
HFS
705
Hantz Financial Services
Michigan
$3K – – –
PAG
706
Paladin Advisory Group
Iowa
$2.64K – – –
SHIM
707
Stone House Investment Management
Pennsylvania
$2.57K +$43 +1 +2%
FP
708
Financial Perspectives
Minnesota
$2.41K +$43 +1 +2%
TFA
709
Toth Financial Advisory
Virginia
$2.39K – – –
FCFS
710
First Command Financial Services
Texas
$1.47K +$1.47K +34 New
FCB
711
First Command Bank
Texas
$1.47K +$1.47K +34 New
HWA
712
HHM Wealth Advisors
Tennessee
$1.38K +$1.38K +32 New
RWM
713
Ruedi Wealth Management
Illinois
$1.17K +$1.17K +27 New
TF
714
Tompkins Financial
New York
$1.08K – – –
BSB
715
Bangor Savings Bank
Maine
$950 – – –
TRCT
716
Tower Research Capital (TRC)
New York
$432 +$432 +10 New
FCMT
717
Founders Capital Management (Texas)
Texas
$176 – – –
UB
718
UMB Bank
Missouri
$86 +$86 +2 New
HNB
719
Huntington National Bank
Ohio
$43 -$117K – –
RIM
720
Redwood Investment Management
Arizona
– -$13.3M -325,949 Closed
ICMP
721
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$4.83M -95,784 Closed
ZIG
722
Zurich Insurance Group
Switzerland
– -$3.24M -79,807 Closed
Wolverine Trading
723
Wolverine Trading
Illinois
– -$2.15M -53,538 Closed
BIP
724
Blueprint Investment Partners
North Carolina
– -$2.02M -49,638 Closed
Millennium Management
725
Millennium Management
New York
– -$1.47M -35,967 Closed
27 28
29
30 31