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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 %
DADC
476
D.A. Davidson & Co
Montana
$520K +$70.6K +1,711 +16%
FPCP
477
Fort Point Capital Partners
California
$519K -$6.44K -156 -1%
BPA
478
Beacon Pointe Advisors
California
$516K +$157K +3,795 +44%
SL
479
SWMG LLC
Texas
$514K +$23.7K +575 +5%
FWM
480
ForthRight Wealth Management
Georgia
$513K +$83 +2 +0%
DA
481
Detalus Advisors
Missouri
$504K -$58.1K -1,409 -10%
MP
482
McDonald Partners
Ohio
$503K -$65.9K -1,596 -12%
WAG
483
Wallace Advisory Group
California
$501K -$11.8K -272 -2%
CCWM
484
Cassaday & Co Wealth Management
Virginia
$499K – – –
HAG
485
HF Advisory Group
Maryland
$498K +$23.1K +560 +5%
IFPL
486
Investments & Financial Planning LLC
Kentucky
$497K +$495 +12 +0.1%
AA
487
Ancora Advisors
Ohio
$488K +$149K +3,613 +44%
APWA
488
Atlas Private Wealth Advisors
New Jersey
$487K -$208K -5,034 -30%
WMR
489
Wealth Management Resources
Rhode Island
$482K +$784 +19 +0.2%
TRCT
490
Tower Research Capital (TRC)
New York
$478K +$477K +11,569 +115,690%
TIM
491
Thompson Investment Management
Wisconsin
$478K +$2.85K +69 +0.6%
RWPA
492
Richard W. Paul & Associates
Michigan
$473K -$22.3K -540 -4%
MCM
493
MAI Capital Management
Ohio
$473K +$22.2K +539 +5%
RPGK
494
Retirement Planning Group (Kansas)
Kansas
$470K +$183K +4,426 +64%
NS
495
NBC Securities
Alabama
$458K +$458K +11,108 New
KIA
496
Kraematon Investment Advisors
Massachusetts
$456K +$1.11K +27 +0.2%
PRWA
497
Platte River Wealth Advisors
Colorado
$451K – – –
VAG
498
VisionPoint Advisory Group
Texas
$449K +$441K +10,683 +5,186%
TCM
499
Twin Capital Management
Pennsylvania
$442K +$87K +2,108 +24%
IAN
500
Integrated Advisors Network
Texas
$438K -$6.31K -153 -1%
18 19
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