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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 %
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.11B +$77.3M +1,788,450 +3%
LPL Financial
2
LPL Financial
California
$1.14B +$38.7M +896,503 +4%
AF
3
Allworth Financial
California
$729M +$420M +9,729,561 +136%
Morgan Stanley
4
Morgan Stanley
New York
$315M +$3.73M +86,287 +1%
VA
5
Valmark Advisers
Ohio
$311M -$3.03M -70,161 -1%
UBS Group
6
UBS Group
Switzerland
$268M +$7.37M +170,672 +3%
Bank of America
7
Bank of America
North Carolina
$233M -$13.8M -320,178 -6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$213M -$7.52M -173,960 -3%
HI
9
Horizon Investments
North Carolina
$211M -$19.3M -445,844 -8%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$172M +$68.4M +1,583,826 +66%
Osaic Holdings
11
Osaic Holdings
Arizona
$162M +$15.3M +354,704 +10%
HC
12
Hamilton Capital
Ohio
$158M -$275M -6,366,251 -64%
WJA
13
Willis Johnson & Associates
Texas
$149M +$4.08M +94,531 +3%
Franklin Resources
14
Franklin Resources
California
$146M -$6.12M -141,712 -4%
NAS
15
Nicolet Advisory Services
Wisconsin
$141M +$507K +11,830 +0.4%
PI
16
PFS Investments
Georgia
$130M -$6.8M -157,299 -5%
AA
17
Advisory Alpha
Michigan
$128M +$9.86M +228,239 +8%
Cerity Partners
18
Cerity Partners
New York
$127M +$48.1M +1,113,001 +61%
AA
19
Alesco Advisors
New York
$121M -$1.98M -45,842 -2%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$120M +$52.5M +1,215,355 +78%
Betterment LLC
21
Betterment LLC
New York
$119M +$2.35M +54,341 +2%
TF
22
TIAA FSB
Florida
$115M +$28.4M +657,482 +33%
EH
23
Equitable Holdings
New York
$112M +$11.5M +265,200 +11%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$110M +$203K +4,689 +0.2%
Mariner
25
Mariner
Kansas
$99.2M -$1.21M -28,103 -1%
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