SPYV icon

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 %
VW
276
Vance Wealth
California
$2.8M -$96.7K -2,344 -3%
TFGT
277
TS Financial Group (TSFG)
Illinois
$2.75M +$425K +10,295 +18%
CAPTRUST Financial Advisors
278
CAPTRUST Financial Advisors
North Carolina
$2.75M +$155K +3,756 +6%
AO
279
Advisor OS
Illinois
$2.73M +$828K +20,072 +43%
Susquehanna International Group
280
Susquehanna International Group
Pennsylvania
$2.71M +$2.71M +65,678 New
KAS
281
Kestra Advisory Services
Texas
$2.67M +$93.9K +2,276 +4%
AIS
282
American Investment Services
Massachusetts
$2.64M -$34.7K -841 -1%
PSCM
283
Per Stirling Capital Management
Texas
$2.63M -$281K -6,817 -10%
NFC
284
Northeast Financial Consultants
Connecticut
$2.61M +$594K +14,401 +30%
TI
285
Tidal Investments
Wisconsin
$2.6M +$2.6M +63,017 New
EI
286
Ellevest Inc
New York
$2.52M +$167K +4,052 +7%
PIFP
287
Partners in Financial Planning
Virginia
$2.52M -$35.2K -854 -1%
DWM
288
Drive Wealth Management
Utah
$2.51M -$632K -15,309 -20%
IF
289
Intrua Financial
Texas
$2.47M +$134K +3,252 +6%
RMAM
290
Raab & Moskowitz Asset Management
New Jersey
$2.4M +$30.7K +745 +1%
AFP
291
Ausdal Financial Partners
Iowa
$2.38M +$13K +315 +0.5%
CAC
292
Certified Advisory Corp
Florida
$2.38M +$514K +17,234 +28%
BBP
293
Banco BTG Pactual
Brazil
$2.37M +$2.37M +57,460 New
CIM
294
Corda Investment Management
Texas
$2.33M -$67.4K -1,634 -3%
OBWG
295
Onyx Bridge Wealth Group
New York
$2.24M +$7.43K +180 +0.3%
BCI
296
Brinker Capital Investments
Pennsylvania
$2.24M +$326K +7,905 +17%
OPS
297
Orion Portfolio Solutions
Nebraska
$2.24M +$326K +7,905 +17%
WWM
298
WJ Wealth Management
Arizona
$2.24M -$96.1K -2,328 -4%
FTS
299
Fifth Third Securities
Ohio
$2.23M +$98.6K +2,390 +5%
WCA
300
Waypoint Capital Advisors
Minnesota
$2.22M -$30.5K -740 -1%
10 11
12
13 14