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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 %
RFN
251
RDA Financial Network
Iowa
$3.54M +$218K +5,295 +7%
TC
252
TAGStone Capital
North Carolina
$3.53M +$103K +2,497 +3%
BCG
253
Breakwater Capital Group
New Jersey
$3.52M -$425K -10,403 -11%
WEG
254
World Equity Group
Illinois
$3.51M +$2.96M +71,889 +542%
FAIM
255
Financial Advocates Investment Management
Washington
$3.5M +$321K +7,775 +10%
GFPC
256
Global Financial Private Client
Florida
$3.44M – – –
TFA
257
Tranquilli Financial Advisor
New Jersey
$3.35M -$132K -3,211 -4%
Koshinski Asset Management
258
Koshinski Asset Management
Illinois
$3.28M -$518K -12,563 -14%
Bank of Montreal
259
Bank of Montreal
Ontario, Canada
$3.28M +$431K +9,968 +15%
TW
260
Transform Wealth
Colorado
$3.17M -$27.7K -672 -0.9%
IWP
261
IAG Wealth Partners
Wisconsin
$3.17M -$161K -3,913 -5%
IP
262
Ignite Planners
California
$3.16M +$3.16M +77,696 New
CWM
263
Cornerstone Wealth Management
Missouri
$3.13M -$301K -7,288 -9%
Fifth Third Bancorp
264
Fifth Third Bancorp
Ohio
$3.13M +$50.4K +1,221 +2%
Creative Planning
265
Creative Planning
Kansas
$3.08M -$510K -12,370 -14%
HHGC
266
Hunting Hill Global Capital
New York
$3.05M +$1.36M +33,000 +81%
IGWM
267
ICA Group Wealth Management
Colorado
$3.04M +$386K +9,353 +15%
SWA
268
Stratos Wealth Advisors
Ohio
$2.97M +$1.04M +25,209 +54%
PTC
269
Private Trust Company
Ohio
$2.96M +$515K +12,492 +21%
GWP
270
Gateway Wealth Partners
Wisconsin
$2.94M -$559K -13,555 -16%
SPIA
271
Steward Partners Investment Advisory
New York
$2.9M +$178K +4,308 +7%
SF
272
Summit Financial
New Jersey
$2.83M +$666K +16,151 +31%
RTL
273
Red Tortoise LLC
Georgia
$2.82M +$10K +243 +0.4%
TCWM
274
Total Clarity Wealth Management
Illinois
$2.82M +$965K +23,399 +52%
RIM
275
Redwood Investment Management
Arizona
$2.81M +$2.81M +68,123 New
9 10
11
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