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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 %
PWM
201
Penobscot Wealth Management
Maine
$5.6M +$73.4K +1,700 +1%
LA
202
Lynch & Associates
Indiana
$5.5M -$27.8K -643 -0.5%
ICG
203
InterOcean Capital Group
Tennessee
$5.39M -$65.2K -1,509 -1%
FIM
204
Freedom Investment Management
Connecticut
$5.3M -$229K -5,302 -4%
PFG
205
PAX Financial Group
Texas
$5.27M -$122K -2,819 -2%
IWN
206
Independent Wealth Network
Iowa
$5.26M -$108K -2,510 -2%
LWP
207
Laurel Wealth Planning
Minnesota
$5.21M +$5.21M +120,698 New
OAM
208
Occidental Asset Management
California
$5.2M -$34.1K -789 -0.7%
CFG
209
Cooper Financial Group
California
$5.15M -$264K -6,119 -5%
IPW
210
Intergy Private Wealth
Colorado
$5.13M -$52.5K -1,216 -1%
FAAM
211
First Ascent Asset Management
Colorado
$5.04M +$1.02M +23,524 +25%
VLC
212
Van Leeuwen & Company
New Jersey
$4.97M -$590K -13,627 -11%
WFPG
213
Waller Financial Planning Group
Ohio
$4.96M -$244K -5,647 -5%
TCFP
214
Treasure Coast Financial Planning
Florida
$4.93M -$1.96M -45,426 -28%
AMM
215
American Money Management
California
$4.86M -$34.7K -803 -0.7%
SWP
216
Stratos Wealth Partners
Ohio
$4.86M +$1.87M +43,342 +63%
B
217
Bridgeworth
Alabama
$4.77M +$762K +17,640 +19%
KFI
218
Key Financial Inc
Pennsylvania
$4.77M -$17.2K -398 -0.4%
WAP
219
Wealthcare Advisory Partners
Pennsylvania
$4.76M -$210K -4,855 -4%
SAM
220
Smithbridge Asset Management
Pennsylvania
$4.5M +$126K +2,906 +3%
PCIA
221
Prime Capital Investment Advisors
Kansas
$4.49M +$4.49M +104,039 New
WA
222
Waverly Advisors
Alabama
$4.48M +$4.48M +103,775 New
BWM
223
BCS Wealth Management
Tennessee
$4.38M +$115K +2,653 +3%
Renaissance Technologies
224
Renaissance Technologies
New York
$4.32M +$4.32M +99,900 New
MW
225
Marcum Wealth
Ohio
$4.28M +$14.6K +337 +0.3%
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