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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 %
HF
726
HRT Financial
New York
– -$1.45M -35,701 Closed
VCM
727
Virtue Capital Management
Tennessee
– -$1.38M -34,369 Closed
CFA
728
Compass Financial Advisors
Indiana
– -$1.2M -29,353 Closed
MAG
729
MRA Advisory Group
New Jersey
– -$1.02M -25,089 Closed
EWMCB
730
EisnerAmper Wealth Management Corporate Benefits
New Jersey
– -$950K -23,318 Closed
AWS
731
AJ Wealth Strategies
New York
– -$830K -20,384 Closed
SG Americas Securities
732
SG Americas Securities
New York
– -$794K -19,500 Closed
SCI
733
Stableford Capital II
Arizona
– -$702K -18,056 Closed
BL
734
Balentine LLC
Georgia
– -$634K -15,581 Closed
ACP
735
Aveo Capital Partners
Colorado
– -$522K -12,821 Closed
TI
736
Trexquant Investment
Connecticut
– -$495K -12,161 Closed
KFS
737
Kaizen Financial Strategies
California
– -$492K -12,092 Closed
EWA
738
EP Wealth Advisors
California
– -$609K -10,998 Closed
FAM
739
Formidable Asset Management
Ohio
– -$362K -8,890 Closed
AIA
740
Angeles Investment Advisors
California
– -$330K -8,100 Closed
LSA
741
Lion Street Advisors
Texas
– -$315K -7,728 Closed
QPWM
742
Quadrant Private Wealth Management
Pennsylvania
– -$307K -7,530 Closed
RA
743
RFG Advisory
Alabama
– -$297K -7,290 Closed
IC
744
IEQ Capital
California
– -$293K -7,192 Closed
WCFA
745
Walkner Condon Financial Advisors
Wisconsin
– -$281K -6,899 Closed
TFA
746
Teamwork Financial Advisors
Texas
– -$278K -6,821 Closed
CSIA
747
Charles Schwab Investment Advisory
California
– -$231K -5,679 Closed
B
748
Bensler
Washington
– -$207K -5,079 Closed
AR
749
Apeiron RIA
Texas
– -$204K -5,018 Closed
WC
750
Waterloo Capital
Texas
– -$201K -4,945 Closed
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