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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 %
TC
26
TownSquare Capital
Utah
$94.9M +$1M +24,243 +1%
Mariner
27
Mariner
Kansas
$93.1M -$1.67M -40,423 -2%
CWM
28
Connecticut Wealth Management
Connecticut
$91.6M +$4.87M +118,118 +6%
FGAM
29
Financial Gravity Asset Management
Texas
$91.4M +$87.7M +1,800,505 +2,334%
LFS
30
Lutz Financial Services
Nebraska
$86.9M +$796K +19,286 +0.9%
AWM
31
AE Wealth Management
Kansas
$86.3M +$16.6M +402,824 +24%
NP
32
NorthRock Partners
Minnesota
$85.5M +$488K +11,829 +0.6%
SQA
33
Simon Quick Advisors
New Jersey
$78.8M -$4.97M -120,471 -6%
PAG
34
Private Advisor Group
New Jersey
$77.8M +$8.21M +198,870 +12%
KW
35
KWB Wealth
California
$75.7M -$812K -18,795 -1%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$72.1M +$28.9M +701,625 +67%
ACM
37
AlphaStar Capital Management
North Carolina
$68.5M -$2.23M -54,002 -3%
HighTower Advisors
38
HighTower Advisors
Illinois
$66.9M -$2.27M -55,063 -3%
EWA
39
ERTS Wealth Advisors
Michigan
$62.8M +$29.4M +712,052 +88%
CAN
40
Cetera Advisor Networks
California
$62.5M +$17.6M +425,751 +39%
ONB
41
Old National Bancorp
Indiana
$62.2M +$3.17M +76,781 +5%
MFG
42
Magnus Financial Group
New York
$60.7M +$5.76M +139,503 +10%
AWM
43
Angeles Wealth Management
California
$53.9M +$7.02M +170,126 +15%
GKWIM
44
Gerber Kawasaki Wealth & Investment Management
California
$52.6M +$5.21M +126,330 +11%
Goldman Sachs
45
Goldman Sachs
New York
$51M +$10.3M +248,469 +25%
FHA
46
Flagship Harbor Advisors
Massachusetts
$50.3M +$3.28M +79,394 +7%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$50M +$7.49M +181,478 +18%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$49.8M -$7.4M -179,417 -13%
Wells Fargo
49
Wells Fargo
California
$49.8M -$8.85M -214,605 -15%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$49.5M +$4.16M +100,715 +9%
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