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

Top Sellers

1
NEWAS
1
N.E.W. Advisory Services
Wisconsin
$15.8M
2
AI
2
Accredited Investors
Minnesota
$42M
3
SW
3
SVB Wealth
Massachusetts
$37.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$179M
5
State Street
5
State Street
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FPW
351
Flagship Private Wealth
Massachusetts
$1.3M -$69K -1,672 -5%
Renaissance Technologies
352
Renaissance Technologies
New York
$1.3M -$2.83M -68,500 -69%
EGA
353
E&G Advisors
Texas
$1.29M -$4.04K -98 -0.3%
RSA
354
River Street Advisors
Illinois
$1.29M -$90.9K -2,202 -7%
Invesco
355
Invesco
Georgia
$1.27M -$107K -2,582 -8%
CPIG
356
Chicago Partners Investment Group
Illinois
$1.27M +$21.1K +523 +2%
WA
357
Wambolt & Associates
Colorado
$1.26M -$20.2K -492 -2%
WP
358
WealthShield Partners
North Carolina
$1.26M -$71.6K -1,735 -5%
LTL
359
Lowery Thomas LLC
California
$1.24M -$121K -2,940 -9%
OWA
360
Opal Wealth Advisors
New York
$1.24M -$845K -20,490 -41%
GL
361
Graypoint LLC
New York
$1.22M +$83 +2 +0%
CFS
362
Commonwealth Financial Services
West Virginia
$1.21M +$1.21M +29,440 New
RFN
363
Redwood Financial Network
Ohio
$1.19M +$159K +3,847 +15%
FIA
364
Foundations Investment Advisors
Arizona
$1.18M -$20.9K -506 -2%
SMA
365
Seven Mile Advisory
New Jersey
$1.15M – – –
IC
366
Innealta Capital
Texas
$1.15M -$316K -7,666 -22%
HI
367
Harbour Investments
Wisconsin
$1.15M +$33.3K +806 +3%
RW
368
REDW Wealth
New Mexico
$1.13M -$8.17K -198 -0.7%
CG
369
Colony Group
Massachusetts
$1.13M -$2.63M -63,785 -70%
SPWM
370
Schrum Private Wealth Management
Florida
$1.12M +$2.93K +71 +0.3%
BMD
371
Better Money Decisions
New Mexico
$1.12M +$117K +2,832 +12%
CAM
372
Cresset Asset Management
Illinois
$1.08M +$635K +15,384 +143%
CRI
373
Colonial River Investments
Virginia
$1.08M -$18.2K -442 -2%
IHWM
374
Iron Horse Wealth Management
Iowa
$1.08M +$132K +3,192 +14%
AWM
375
Aprio Wealth Management
Georgia
$1.07M +$3.14K +76 +0.3%
13 14
15
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