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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 %
IWA
76
Inspirion Wealth Advisors
Illinois
$26.7M -$55.2K -1,278 -0.2%
GLA
77
Good Life Advisors
Pennsylvania
$26.3M +$1.96M +45,317 +8%
IWM
78
IHT Wealth Management
Illinois
$26.1M +$255K +5,910 +1%
SFM
79
Signet Financial Management
New Jersey
$25.5M +$253K +5,857 +1%
CWA
80
Choice Wealth Advisors
Maine
$25.2M -$899K -20,812 -3%
CFD
81
Creative Financial Designs
Indiana
$24.6M +$1.53M +35,531 +7%
Northern Trust
82
Northern Trust
Illinois
$24M +$23.7M +547,675 +6,882%
EDRIA
83
Edmonds Duncan Registered Investment Advisors
Kansas
$23.6M +$408K +9,447 +2%
ACA
84
Ackerman Capital Advisors
Texas
$23.4M -$951K -22,016 -4%
RJA
85
Raymond James & Associates
Florida
$23.3M +$7.19M +166,520 +45%
VC
86
Vicus Capital
Pennsylvania
$22.7M +$1.66M +38,343 +8%
RA
87
Riversedge Advisors
Delaware
$22.6M +$138K +3,201 +0.6%
BFEC
88
Benjamin F. Edwards & Company
Missouri
$22.6M -$317K -7,328 -1%
MD
89
Money Design
Japan
$22.5M -$3.92M -90,784 -15%
FCAS
90
First Command Advisory Services
Texas
$22M +$22M +508,436 New
TVAMP
91
Tennessee Valley Asset Management Partners
Tennessee
$21.7M -$1.77M -41,032 -8%
SWMG
92
Sanchez Wealth Management Group
Florida
$21.6M +$418K +9,685 +2%
LFPWM
93
Leicht Financial Planning & Wealth Management
New Jersey
$20.7M -$184K -4,258 -0.9%
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$20.6M -$1.29M -29,874 -6%
MML Investors Services
95
MML Investors Services
Massachusetts
$19.8M +$4.37M +101,133 +28%
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$19.8M +$7.15M +165,537 +57%
RA
97
Rodgers & Associates
Pennsylvania
$19.5M +$509K +11,777 +3%
AWM
98
Avior Wealth Management
Nebraska
$19.4M +$529K +12,242 +3%
PWPS
99
Pinnacle Wealth Planning Services
Ohio
$19.4M -$1.93M -44,766 -9%
WCM
100
Windsor Capital Management
Arizona
$19.3M -$67.2K -1,556 -0.3%
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4
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