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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 %
MFA
151
Millington Financial Advisors
Illinois
$9.29M +$1.81K +42 +0%
CI
152
CX Institutional
Indiana
$9.27M -$599K -13,855 -6%
AAS
153
Avantax Advisory Services
Texas
$9.24M +$1.16M +26,886 +14%
JWS
154
Juncture Wealth Strategies
Arizona
$9.15M -$549K -12,713 -6%
Truist Financial
155
Truist Financial
North Carolina
$9.13M +$1.49M +34,435 +19%
CSPIA
156
Cary Street Partners Investment Advisory
Virginia
$9.08M +$6.51M +150,793 +254%
AssetMark Inc
157
AssetMark Inc
California
$8.99M +$8.94M +207,051 +20,767%
KWM
158
Kingsview Wealth Management
Oregon
$8.95M +$778K +18,017 +10%
VCP
159
Verus Capital Partners
Arizona
$8.59M +$215K +4,982 +3%
SWM
160
Spire Wealth Management
Virginia
$8.49M +$302 +7 +0%
AWA
161
Alta Wealth Advisors
Massachusetts
$8.49M +$673K +15,576 +9%
HA
162
Hofer & Associates
California
$8.29M +$73.1K +1,691 +0.9%
PFGIA
163
Patriot Financial Group Insurance Agency
Massachusetts
$8.07M -$180K -4,165 -2%
Jane Street
164
Jane Street
New York
$8.06M +$8.06M +186,688 New
SF
165
Symphony Financial
Texas
$8M +$708K +16,551 +10%
CG
166
Cynosure Group
Utah
$8M +$8M +185,074 New
HPC
167
HM Payson & Co
Maine
$7.89M – – –
SSW
168
Stone Summit Wealth
Florida
$7.86M +$154K +3,555 +2%
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$7.84M +$108K +2,492 +1%
1IA
170
1834 Investment Advisors
Wisconsin
$7.83M +$1.28M +29,545 +19%
WI
171
WrapManager Inc
California
$7.82M -$203K -4,695 -3%
Thrivent Financial for Lutherans
172
Thrivent Financial for Lutherans
Minnesota
$7.76M -$4.64M -108,373 -37%
GIA
173
GHP Investment Advisors
Colorado
$7.72M +$517K +11,827 +7%
EWM
174
Empirical Wealth Management
Washington
$7.62M +$7.62M +176,303 New
SOS
175
Silver Oak Securities
Tennessee
$7.57M +$868K +20,083 +13%
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