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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 %
AC
376
Apella Capital
Connecticut
$1M +$1M +23,250 New
CRC
377
Curi RMB Capital
Illinois
$992K – – –
IHWM
378
Iron Horse Wealth Management
Iowa
$990K -$74.3K -1,721 -7%
CWMGP
379
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$984K +$97.5K +2,256 +11%
FF
380
Friedenthal Financial
New Jersey
$979K +$979K +22,653 New
SPC
381
Sigma Planning Corp
Michigan
$970K -$240K -5,546 -20%
SFA
382
Sequoia Financial Advisors
Ohio
$968K -$58.5K -1,353 -6%
CSPAM
383
Cary Street Partners Asset Management
Virginia
$961K -$21.2K -490 -2%
ACM
384
Advance Capital Management
Michigan
$953K -$100K -2,315 -9%
OC
385
Oarsman Capital
Wisconsin
$949K -$257K -5,959 -21%
TFA
386
Tobias Financial Advisors
Florida
$942K -$8.77K -203 -0.9%
9WM
387
9258 Wealth Management
Ohio
$930K +$10.1K +233 +1%
PC
388
Permanens Capital
New York
$928K +$179K +4,134 +24%
TW
389
Towerpoint Wealth
California
$926K -$5.23K -121 -0.6%
MA
390
Mutual Advisors
Nebraska
$919K -$2.98K -69 -0.3%
DPI
391
Diversified Portfolios Inc
Michigan
$905K +$21.6K +500 +2%
CA
392
Centerpoint Advisors
Massachusetts
$888K -$11.6K -268 -1%
SCM
393
Spring Capital Management
Texas
$881K – – –
SFC
394
Strategic Financial Concepts
Texas
$865K -$810K -18,739 -48%
TFG
395
Tilson Financial Group
New Jersey
$857K -$660K -15,288 -44%
AWAU
396
Alliance Wealth Advisors (Utah)
Utah
$845K +$3.11K +72 +0.4%
SF
397
Safeguard Financial
Wisconsin
$837K -$27.4K -635 -3%
HCM
398
Hengehold Capital Management
Ohio
$833K -$9.81K -227 -1%
MAM
399
MMA Asset Management
Pennsylvania
$827K +$827K +19,142 New
CCMG
400
Clark Capital Management Group
Pennsylvania
$815K -$2.19M -50,685 -73%
14 15
16
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