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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
$729M
2
Financial Engines Advisors
Financial Engines Advisors
California
$3.11B
3
RJFSA
Raymond James Financial Services Advisors
Florida
$172M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$120M
5
Cerity Partners
Cerity Partners
New York
$127M

Top Sellers

1
HC
Hamilton Capital
Ohio
$158M
2
SW
SVB Wealth
Massachusetts
$67.2M
3
ACM
AlphaStar Capital Management
North Carolina
$74M
4
HI
Horizon Investments
North Carolina
$211M
5
MPM
Meritage Portfolio Management
Kansas
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
51
TD Ameritrade Investment Management
Nebraska
$48.1M -$6.4M -148,239 -12%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$47.5M +$640K +14,806 +1%
CAN
53
Cetera Advisor Networks
California
$47.1M +$12M +277,572 +34%
AIA
54
Alera Investment Advisors
Illinois
$45.5M -$174K -4,038 -0.4%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$45.2M +$5.92M +137,020 +15%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$44.5M +$6.13M +141,923 +16%
CA
57
CoreCap Advisors
Michigan
$43.2M +$43.2M +1,001,053 New
Goldman Sachs
58
Goldman Sachs
New York
$42.7M +$19M +440,957 +81%
PIA
59
Perennial Investment Advisors
California
$41.2M +$4.23M +97,851 +11%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$40.2M +$1.8M +41,753 +5%
WH
61
Whitcomb & Hess
Ohio
$40.1M -$69.4K -1,607 -0.2%
Stifel Financial
62
Stifel Financial
Missouri
$40.1M -$438K -10,130 -1%
CFG
63
Compton Financial Group
Maryland
$37.8M +$901K +20,845 +2%
BCM
64
Brookstone Capital Management
Illinois
$36.1M +$2.31M +53,813 +7%
EWA
65
ERTS Wealth Advisors
Michigan
$35M -$16K -371 -0%
FNT
66
First National Trust
Pennsylvania
$34.9M -$329K -7,625 -0.9%
BW
67
BIP Wealth
Georgia
$34.6M +$6.6M +152,684 +24%
JPMPWA
68
J.P. Morgan Private Wealth Advisors
California
$34.1M -$15.5M -358,148 -31%
FFS
69
Founders Financial Securities
Maryland
$32.7M -$3.19M -73,751 -9%
MWPCG
70
Measured Wealth Private Client Group
New Hampshire
$32.6M -$3.48M -80,545 -10%
AF
71
Arrow Financial
New York
$31.2M +$30.7M +711,448 +7,186%
Corient Private Wealth
72
Corient Private Wealth
Florida
$30.4M -$1.32M -30,546 -4%
Prudential Financial
73
Prudential Financial
New Jersey
$30.3M +$735K +17,019 +2%
WCAMG
74
Woodard & Company Asset Management Group
North Carolina
$30M -$515K -11,918 -2%
APP
75
Avantax Planning Partners
Iowa
$27.4M +$346K +8,017 +1%
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