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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 %
PRWA
476
Platte River Wealth Advisors
Colorado
$472K – – –
MCM
477
MAI Capital Management
Ohio
$472K -$131K -3,023 -22%
DADC
478
D.A. Davidson & Co
Montana
$471K -$13.8K -320 -3%
FI
479
Financial Insights
Washington
$470K – – –
IAN
480
Integrated Advisors Network
Texas
$465K -$619K -14,335 -57%
CAM
481
Cresset Asset Management
Illinois
$465K +$172K +3,979 +59%
FGA
482
Fortis Group Advisors
New Jersey
$455K +$1.21K +28 +0.3%
LWM
483
Laidlaw Wealth Management
New York
$455K -$23.3K -539 -5%
OLVIG
484
Oliver Lagore Vanvalin Investment Group
Michigan
$450K +$450K +10,408 +520,400%
TPWM
485
Twelve Points Wealth Management
Massachusetts
$448K -$274K -6,353 -38%
CIC
486
Carnegie Investment Counsel
Ohio
$446K – – –
MFT
487
Moisand Fitzgerald Tamayo
Florida
$443K -$79.2K -1,834 -15%
RIA
488
Regal Investment Advisors
Michigan
$438K +$35.3K +816 +9%
PNC Financial Services Group
489
PNC Financial Services Group
Pennsylvania
$438K +$95.1K +2,202 +28%
AFO
490
Arrowroot Family Office
California
$438K -$147K -3,406 -25%
FFG
491
Frisch Financial Group
New York
$431K -$13K -300 -3%
BA
492
Bridge Advisory
California
$429K +$2.07K +48 +0.5%
FMWA
493
Forvis Mazars Wealth Advisors
Missouri
$428K -$34.5K -798 -7%
NFSG
494
Newbridge Financial Services Group
Florida
$428K -$47.9K -1,108 -10%
BBPWM
495
Blue Bell Private Wealth Management
Pennsylvania
$427K +$12.6K +291 +3%
MSAM
496
Moloney Securities Asset Management
Missouri
$427K -$16K -370 -4%
JCM
497
Jacobi Capital Management
Pennsylvania
$421K -$6.92M -160,156 -94%
Fayez Sarofim & Co
498
Fayez Sarofim & Co
Texas
$421K +$421K +9,751 New
GJIA
499
Glass Jacobson Investment Advisors
Maryland
$416K +$416K +9,620 New
FMN
500
Financial Management Network
California
$413K +$413K +9,524 New
18 19
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