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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 %
EA
326
Eclectic Associates
California
$1.61M -$15.4K -373 -0.9%
MWM
327
Modera Wealth Management
New Jersey
$1.6M -$95.4K -2,313 -6%
TSWM
328
Tyler-Stone Wealth Management
Ohio
$1.6M -$14.7K -357 -0.9%
TCM
329
Tradewinds Capital Management
Washington
$1.59M -$6.6K -160 -0.4%
PA
330
PSI Advisors
Florida
$1.56M +$390K +9,458 +33%
CTFG
331
Capstone Triton Financial Group
Oklahoma
$1.56M +$23.4K +566 +2%
PA
332
PFG Advisors
Arizona
$1.54M +$125K +3,030 +9%
PWA
333
Phoenix Wealth Advisors
North Carolina
$1.53M +$322K +7,808 +27%
OIA
334
OneDigital Investment Advisors
Kansas
$1.52M -$18.6K -451 -1%
PFS
335
Prospera Financial Services
Texas
$1.5M +$42.5K +1,031 +3%
FIM
336
Fernwood Investment Management
Massachusetts
$1.48M – – –
SHJ
337
Sharkey, Howes & Javer
Colorado
$1.47M -$766K -18,575 -34%
CFG
338
Citizens Financial Group
Rhode Island
$1.45M -$103K -2,492 -7%
LWANC
339
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.45M +$165 +4 +0%
PAS
340
Park Avenue Securities
New York
$1.42M +$7.22K +175 +0.5%
LMKC
341
L.M. Kohn & Company
Ohio
$1.41M +$71.6K +1,736 +5%
DWM
342
Darwin Wealth Management
Florida
$1.4M -$24.7K -598 -2%
WFS
343
Weitzel Financial Services
Iowa
$1.37M -$69.8K -1,717 -5%
BEI
344
Benjamin Edwards Inc
Missouri
$1.36M -$103K -2,492 -7%
CWM
345
Cordatus Wealth Management
Pennsylvania
$1.36M +$39.4K +954 +3%
BWFA
346
Baltimore-Washington Financial Advisors
Maryland
$1.35M -$9.28K -225 -0.7%
IFA
347
Index Fund Advisors
California
$1.33M -$24.1K -584 -2%
BNP Paribas Financial Markets
348
BNP Paribas Financial Markets
France
$1.32M -$289 -7 -0%
Vontobel Holding
349
Vontobel Holding
Switzerland
$1.32M – – –
WWA
350
WCG Wealth Advisors
Nevada
$1.32M +$772K +18,706 +141%
12 13
14
15 16