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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 %
BOPW
101
Brandywine Oak Private Wealth
Pennsylvania
$19.2M +$2.11M +48,940 +12%
CF
102
Convergence Financial
Missouri
$19.1M +$818K +18,929 +4%
LFG
103
Larson Financial Group
Missouri
$19.1M -$621K -14,367 -3%
PFA
104
Pure Financial Advisors
California
$18.4M -$63.1K -1,461 -0.3%
AWM
105
Atticus Wealth Management
Florida
$18.3M +$290K +6,723 +2%
OCM
106
One Capital Management
California
$18.2M -$147K -3,392 -0.8%
SFP
107
Strategic Financial Partners
Oregon
$17.7M +$685K +15,854 +4%
MFG
108
Merit Financial Group
Georgia
$17.2M -$6.14M -142,175 -26%
GWM
109
Geneos Wealth Management
Colorado
$16.9M +$968K +22,396 +6%
HG
110
Harbor Group
New Hampshire
$16.5M +$313K +7,239 +2%
M&T Bank
111
M&T Bank
New York
$15.9M -$1.2M -27,707 -7%
WWM
112
Western Wealth Management
Colorado
$15.4M +$1.68M +38,802 +12%
F4L
113
Fortune 45 LLC
Louisiana
$15.2M +$15.2M +352,744 New
MSRI
114
Michael S. Ryan Inc
New York
$15.2M +$15.2M +349,837 New
DI
115
Diligent Investors
California
$14.9M -$615K -14,236 -4%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$14.5M +$429K +9,926 +3%
NL
117
Navalign LLC
California
$14.5M -$53.5K -1,238 -0.4%
GVAG
118
Great Valley Advisor Group
Delaware
$14M +$1.1M +25,471 +9%
WAOI
119
Wealth Advisors of Iowa
Iowa
$13.9M -$783K -18,122 -5%
MPM
120
Meritage Portfolio Management
Kansas
$13.9M -$17.2M -397,128 -55%
GWSG
121
GPS Wealth Strategies Group
Colorado
$13.8M +$1.07M +24,692 +8%
FLPIM
122
F.L. Putnam Investment Management
Massachusetts
$13.8M +$1.39M +32,178 +11%
GLR
123
Great Lakes Retirement
Ohio
$13.7M -$295K -6,828 -2%
SW
124
SkyOak Wealth
Michigan
$13.5M +$1.16M +26,858 +9%
CWM
125
CarsonAllaria Wealth Management
Illinois
$13.4M +$165K +3,824 +1%
3 4
5
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