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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 %
TFA
126
TPG Financial Advisors
Oregon
$13.4M +$624K +14,448 +5%
ML
127
McAdam LLC
Pennsylvania
$13.3M -$84K -1,945 -0.6%
DC
128
Destiny Capital
Colorado
$12.4M +$485K +11,222 +4%
CA
129
CGN Advisors
Kansas
$12.4M +$1.31M +30,212 +12%
CIM
130
Confluence Investment Management
Missouri
$12.3M -$271K -6,269 -2%
AWS
131
Atria Wealth Solutions
New York
$12.3M -$250K -5,779 -2%
MWM
132
Meridian Wealth Management
Kentucky
$12.1M +$84.5K +1,955 +0.7%
NA
133
NewEdge Advisors
Louisiana
$12M -$339K -7,842 -3%
EWM
134
Executive Wealth Management
Michigan
$12M -$3.79M -87,693 -24%
CC
135
Courier Capital
New York
$12M +$1.25M +28,864 +12%
SCP
136
Stevens Capital Partners
Nebraska
$11.6M +$734K +16,984 +7%
JFA
137
JNBA Financial Advisors
Minnesota
$11.5M +$2.11M +48,958 +23%
1WM
138
1900 Wealth Management
Texas
$11.3M +$692K +16,022 +7%
IWC
139
Integrated Wealth Concepts
Massachusetts
$11.1M +$6.87M +159,115 +164%
SFG
140
StrategIQ Financial Group
Indiana
$11M +$311K +7,207 +3%
WFA
141
Wells Financial Advisors
Massachusetts
$10.6M -$3.98M -92,132 -27%
RFS
142
Retirement Financial Solutions
Tennessee
$10.4M +$1.32M +30,625 +15%
GRP
143
Global Retirement Partners
California
$10.4M +$536K +12,416 +5%
NECFA
144
New England Capital Financial Advisors
Connecticut
$10.4M -$987K -22,849 -9%
RWM
145
Reston Wealth Management
Virginia
$10.3M -$68.9K -1,596 -0.7%
State Street
146
State Street
Massachusetts
$10.3M -$113K -2,612 -1%
HFS
147
Horizon Financial Services
North Carolina
$10.1M +$544K +12,588 +6%
CIBC Private Wealth Group
148
CIBC Private Wealth Group
Georgia
$9.59M -$637K -14,739 -6%
IA
149
IFG Advisory
Georgia
$9.42M +$3M +69,524 +47%
AWM
150
Axxcess Wealth Management
California
$9.3M -$71.5K -1,656 -0.8%
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6
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