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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 %
DI
176
DFPG Investments
Utah
$7.51M +$1.95M +43,866 +35%
PA
177
Probity Advisors
Texas
$7.5M +$7.5M +173,585 New
SIG
178
Sargent Investment Group
Maryland
$7.43M +$386K +8,941 +5%
FPIS
179
Financial Planning & Information Services
Wisconsin
$7.42M -$126K -2,906 -2%
UCFA
180
United Capital Financial Advisors
Texas
$7.21M -$439K -10,156 -6%
SA
181
Shilanski & Associates
Alaska
$7.1M +$215K +4,986 +3%
FC
182
Financial Council
Maryland
$6.9M +$329K +7,620 +5%
PC
183
Pecaut & Co
Iowa
$6.72M +$319K +7,390 +5%
GG
184
GenWealth Group
New Jersey
$6.7M +$427K +9,877 +7%
VBFP
185
Valtinson Bruner Financial Planning
Minnesota
$6.69M -$594K -13,759 -8%
QC
186
Quent Capital
New York
$6.45M -$10.2K -236 -0.2%
PWG
187
Private Wealth Group
Florida
$6.44M +$1.44M +33,363 +29%
OHIS
188
Oak Harvest Investment Services
Texas
$6.43M +$806K +18,650 +14%
FWI
189
Facet Wealth Inc
Maryland
$6.36M +$108K +2,443 +2%
EFL
190
ERn Financial LLC
Wisconsin
$6.19M +$192K +4,447 +3%
IA
191
IFP Advisors
Florida
$6.13M -$3.68M -85,285 -38%
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
$6.12M +$245K +5,668 +4%
CWM
193
Collaborative Wealth Management
Florida
$6.08M +$201K +4,644 +3%
SC
194
Savant Capital
Illinois
$6.05M -$275K -6,369 -4%
CA
195
Cetera Advisors
Colorado
$5.95M -$841K -19,460 -12%
PFG
196
Pacific Financial Group
Washington
$5.88M -$234K -5,406 -4%
Marshall Wace
197
Marshall Wace
United Kingdom
$5.85M +$4.2M +97,124 +254%
AI
198
Auour Investments
Massachusetts
$5.73M +$5.73M +132,633 New
CGFA
199
Colton Groome Financial Advisors
North Carolina
$5.7M -$3.04M -70,397 -35%
DWM
200
Dakota Wealth Management
Florida
$5.64M +$168K +3,892 +3%
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