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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

722 hedge funds and large institutions have $13.4B invested in SPDR Portfolio S&P 500 Value ETF in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 312 increasing their positions, 259 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
+4
Holders Change %
+0.56%
% of All Funds
11.51%
Holding in Top 10
104
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.95%
% of All Funds
1.66%
New
61
Increased
312
Reduced
259
Closed
48
Calls
$21.8M
Puts
$659K
Net Calls
+$21.2M
Net Calls Change
+$13M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$117M
2
FGAM
Financial Gravity Asset Management
Texas
$91.4M
3
LPL Financial
LPL Financial
California
$1.16B
4
Financial Engines Advisors
Financial Engines Advisors
California
$3.03B
5
Osaic Holdings
Osaic Holdings
Arizona
$209M

Top Sellers

1
NEWAS
N.E.W. Advisory Services
Wisconsin
$15.8M
2
AI
Accredited Investors
Minnesota
$42M
3
SW
SVB Wealth
Massachusetts
$37.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$179M
5
State Street
State Street
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
226
Wealthcare Advisory Partners
Pennsylvania
$4.28M -$267K -6,476 -6%
EWM
227
Empirical Wealth Management
Washington
$4.26M -$3.01M -73,034 -41%
PWG
228
Portside Wealth Group
Utah
$4.23M +$160K +3,888 +4%
WA
229
Waverly Advisors
Alabama
$4.17M -$111K -2,692 -3%
EE
230
EWG Elevate
California
$4.13M +$3.55M +86,010 +606%
WA
231
Win Advisors
Florida
$4.1M +$4.1M +99,282 New
SAM
232
Smithbridge Asset Management
Pennsylvania
$4.08M -$217K -5,267 -5%
B
233
Bridgeworth
Alabama
$4.06M -$494K -11,966 -11%
NC
234
NewSquare Capital
Pennsylvania
$4.03M +$14.3K +346 +0.4%
MA
235
MONECO Advisors
Connecticut
$4.03M +$1.79M +43,301 +80%
CAM
236
Cozad Asset Management
Illinois
$4.03M +$91.6K +2,221 +2%
HBT
237
Hills Bank & Trust
Iowa
$3.99M +$3.7M +89,682 +1,294%
TPSF
238
Texas Permanent School Fund
Texas
$3.95M – – –
MW
239
Marcum Wealth
Ohio
$3.84M -$244K -5,923 -6%
HFW
240
Horizon Family Wealth
Illinois
$3.84M +$104K +2,518 +3%
GFG
241
Goldstone Financial Group
Illinois
$3.83M +$329K +7,981 +9%
AMG
242
Asset Management Group
Connecticut
$3.81M +$158K +3,822 +4%
TDWM
243
Topel & Distasi Wealth Management
California
$3.78M – – –
JFG
244
JDM Financial Group
Texas
$3.72M +$7.8K +189 +0.2%
RIS
245
Retirement Income Solutions
Michigan
$3.72M -$341K -8,269 -8%
MWA
246
Motive Wealth Advisors
Michigan
$3.58M -$55.8K -1,353 -2%
MOS
247
MGO One Seven
Ohio
$3.57M +$3.24M +78,510 +970%
AFS
248
Annapolis Financial Services
Maryland
$3.56M -$53.2K -1,289 -1%
GEA
249
Glen Eagle Advisors
New Jersey
$3.55M +$7.84K +190 +0.2%
CWA
250
Centennial Wealth Advisory
Michigan
$3.54M +$215K +5,208 +6%
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