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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 %
CB
451
Community Bank
New York
$561K -$16.2K -375 -3%
GA
452
Geller Advisors
New York
$559K +$559K +12,938 New
GIA
453
Gladstone Institutional Advisory
Florida
$555K +$5.62K +130 +1%
KOC
454
Koss-Olinger Consulting
Florida
$555K -$48.8K -1,129 -8%
HVIA
455
Hudson Valley Investment Advisors
New York
$551K +$33.8K +782 +7%
FPCP
456
Fort Point Capital Partners
California
$551K +$1.86K +43 +0.3%
William Blair & Company
457
William Blair & Company
Illinois
$549K +$49.5K +1,146 +10%
SCA
458
Sandy Cove Advisors
Massachusetts
$547K +$547K +12,664 New
AWA
459
Arkadios Wealth Advisors
Georgia
$543K -$3.97K -92 -0.7%
FWM
460
ForthRight Wealth Management
Georgia
$537K +$3.85K +89 +0.7%
CS
461
Crescent Sterling
Louisiana
$527K -$3.24K -75 -0.6%
CCWM
462
Cassaday & Co Wealth Management
Virginia
$522K – – –
PCA
463
Prosperity Capital Advisors
Ohio
$522K -$39.8K -922 -7%
IFPL
464
Investments & Financial Planning LLC
Kentucky
$520K +$518 +12 +0.1%
RWPA
465
Richard W. Paul & Associates
Michigan
$519K +$37.6K +871 +8%
CAS
466
Coppell Advisory Solutions
Texas
$516K +$17.1K +400 +3%
SL
467
SWMG LLC
Texas
$513K +$24.9K +576 +5%
BMWM
468
Brown Miller Wealth Management
Virginia
$513K +$22.4K +518 +5%
FFA
469
Founders Financial Alliance
North Carolina
$510K +$270K +6,245 +113%
WMR
470
Wealth Management Resources
Rhode Island
$503K +$5.79K +134 +1%
HAG
471
HF Advisory Group
Maryland
$498K +$4.49K +104 +0.9%
TIM
472
Thompson Investment Management
Wisconsin
$497K -$43 -1 -0%
WAG
473
Wallace Advisory Group
California
$484K – – –
KIA
474
Kraematon Investment Advisors
Massachusetts
$476K -$11K -255 -2%
Neuberger Berman Group
475
Neuberger Berman Group
New York
$475K -$369K -8,549 -44%
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