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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
601
Avestar Capital
New York
$212K -$14.4M -332,689 -99%
CPRC
602
Consolidated Portfolio Review Corp
New York
$212K -$30.7K -710 -13%
MWM
603
Marion Wealth Management
Pennsylvania
$212K +$212K +4,902 New
MCA
604
MSH Capital Advisors
Arizona
$209K +$209K +4,844 New
NC
605
NovaPoint Capital
Georgia
$207K +$207K +4,791 New
FFW
606
Fusion Family Wealth
New York
$203K +$203K +4,706 New
VNA
607
Valley National Advisers
Pennsylvania
$189K – – –
NCM
608
Northwest Capital Management
Oregon
$183K +$183K +4,242 New
Qube Research & Technologies (QRT)
609
Qube Research & Technologies (QRT)
United Kingdom
$182K -$2.37M -10,728 -93%
IPW
610
Impact Partnership Wealth
Georgia
$167K +$167K +3,867 New
AP
611
Atwood & Palmer
Missouri
$163K +$163K +3,765 New
SSB
612
Sandy Spring Bank
Maryland
$162K +$162K +3,758 New
SMA
613
Sage Mountain Advisors
Georgia
$162K – – –
Simplex Trading
614
Simplex Trading
Illinois
$139K -$1.06M -24,527 -88%
EWM
615
Evermay Wealth Management
Virginia
$137K – – –
PP
616
PrairieView Partners
Minnesota
$136K – – –
PB
617
Pinnacle Bancorp
Nebraska
$131K +$57.3K +1,327 +78%
POIA
618
Pin Oak Investment Advisors
Texas
$131K +$131K +3,026 New
S
619
SignatureFD
Georgia
$130K +$1.21K +28 +0.9%
ODG
620
O'Dell Group
Ohio
$122K +$122K +2,816 New
AA
621
AlphaMark Advisors
Kentucky
$121K +$14K +325 +13%
CT
622
Colonial Trust
South Carolina
$120K +$55.6K +1,300 +87%
FA
623
Fiduciary Alliance
South Carolina
$113K +$113K +2,612 New
SIC
624
Salem Investment Counselors
North Carolina
$112K – – –
JWA
625
JFS Wealth Advisors
Pennsylvania
$111K – – –
23 24
25
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