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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 %
LF
451
Lantz Financial
Illinois
$596K -$18.7K -452 -3%
LIA
452
LBMC Investment Advisors
Tennessee
$587K +$2.75K +68 +0.5%
AC
453
AWM Capital
Arizona
$586K -$181K -4,380 -24%
FFA
454
Fragasso Financial Advisors
Pennsylvania
$581K -$52.4K -1,270 -8%
PFO
455
Pathstone Family Office
New Jersey
$581K +$341K +8,269 +142%
WSWA
456
Warren Street Wealth Advisors
California
$577K -$17.5K -423 -3%
Qube Research & Technologies (QRT)
457
Qube Research & Technologies (QRT)
United Kingdom
$574K +$540K +13,084 +1,594%
FNBOO
458
First National Bank of Omaha
Nebraska
$571K -$14.9K -360 -3%
RIA
459
Regal Investment Advisors
Michigan
$565K +$147K +3,552 +35%
LJAC
460
L.J. Altfest & Co
New York
$559K -$13.7K -332 -2%
CG
461
Cutler Group
California
$556K +$243K +5,890 +78%
BMWM
462
Brown Miller Wealth Management
Virginia
$553K +$62.7K +1,520 +13%
Brown Advisory
463
Brown Advisory
Maryland
$549K +$83 +2 +0%
SAM
464
Sequent Asset Management
Texas
$544K – – –
GJIA
465
Glass Jacobson Investment Advisors
Maryland
$542K +$146K +3,528 +37%
GAG
466
GM Advisory Group
New York
$541K – – –
GA
467
Geller Advisors
New York
$534K – – –
KOC
468
Koss-Olinger Consulting
Florida
$530K – – –
C
469
Certuity
Florida
$528K -$20.8K -505 -4%
Neuberger Berman Group
470
Neuberger Berman Group
New York
$525K +$71.3K +1,729 +16%
SCA
471
Sandy Cove Advisors
Massachusetts
$525K +$2.43K +59 +0.5%
William Blair & Company
472
William Blair & Company
Illinois
$524K +$165 +4 +0%
CB
473
Community Bank
New York
$523K -$12.2K -295 -2%
HVIA
474
Hudson Valley Investment Advisors
New York
$522K -$4.13K -100 -0.8%
FFA
475
Founders Financial Alliance
North Carolina
$522K +$35K +849 +7%
17 18
19
20 21