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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 %
BAG
376
Bridgewealth Advisory Group
California
$1.06M +$733K +17,756 +225%
SFS
377
Sowell Financial Services
Arkansas
$1.04M -$2.14M -51,916 -67%
IMC Chicago
378
IMC Chicago
Illinois
$1.03M -$171K -4,155 -14%
SPC
379
Sigma Planning Corp
Michigan
$1.02M +$94.2K +2,283 +10%
TFCP
380
Twin Focus Capital Partners
Massachusetts
$1.02M -$609K -14,750 -37%
RCAG
381
Rehmann Capital Advisory Group
Michigan
$995K -$23K -581 -2%
DPI
382
Diversified Portfolios Inc
Michigan
$976K +$111K +2,685 +13%
CWMGP
383
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$974K +$35.1K +851 +4%
ACM
384
Advance Capital Management
Michigan
$973K +$62.7K +1,519 +7%
AF
385
Advisornet Financial
Minnesota
$971K +$4.79K +116 +0.5%
BTWM
386
Baker Tilly Wealth Management
Wisconsin
$966K -$245K -5,938 -20%
VWA
387
Visionary Wealth Advisors
Illinois
$948K -$16.2K -392 -2%
AC
388
Apella Capital
Connecticut
$945K -$13.9K -338 -1%
SFC
389
Strategic Financial Concepts
Texas
$938K +$112K +2,705 +14%
BBA
390
Braun-Bostich & Associates
Pennsylvania
$922K +$922K +22,353 New
MA
391
Mutual Advisors
Nebraska
$921K +$43.6K +1,056 +5%
HWM
392
Howard Wealth Management
Connecticut
$920K -$40.2K -975 -4%
AWA
393
Arete Wealth Advisors
Illinois
$916K -$3.13M -75,978 -77%
HGERS
394
Householder Group Estate & Retirement Specialist
Arizona
$914K +$914K +22,160 New
FF
395
Friedenthal Financial
New Jersey
$911K -$23.6K -571 -3%
SFA
396
Sequoia Financial Advisors
Ohio
$909K -$15.3K -371 -2%
CSPAM
397
Cary Street Partners Asset Management
Virginia
$909K -$9K -218 -1%
TFA
398
Tobias Financial Advisors
Florida
$890K -$9.78K -237 -1%
PC
399
Permanens Capital
New York
$887K – – –
9WM
400
9258 Wealth Management
Ohio
$885K -$3.92K -95 -0.4%
14 15
16
17 18