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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 %
FI
501
Financial Insights
Washington
$433K -$7.3K -180 -2%
TCMP
502
Thrive Capital Management (Pennsylvania)
Pennsylvania
$429K +$133K +3,216 +45%
FGA
503
Fortis Group Advisors
New Jersey
$428K -$652 -16 -0.2%
TPWM
504
Twelve Points Wealth Management
Massachusetts
$428K – – –
CIC
505
Carnegie Investment Counsel
Ohio
$426K – – –
CS
506
Crescent Sterling
Louisiana
$423K -$80K -1,940 -16%
PWM
507
Praetorian Wealth Management
California
$422K +$422K +10,233 New
CCWA
508
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$418K +$418K +10,136 New
CIAS
509
Capital Investment Advisory Services
North Carolina
$416K +$323K +7,828 +348%
WCG
510
Wall Capital Group
Arizona
$413K +$206K +4,985 +100%
SIA
511
Schechter Investment Advisors
Michigan
$413K +$413K +10,014 New
SCA
512
Snowden Capital Advisors
New York
$413K -$167K -4,047 -29%
BA
513
Bridge Advisory
California
$412K +$1.82K +44 +0.4%
TSS
514
Two Sigma Securities
New York
$398K +$398K +9,642 New
EWA
515
Exencial Wealth Advisors
Oklahoma
$395K +$94.9K +2,301 +32%
BBPWM
516
Blue Bell Private Wealth Management
Pennsylvania
$394K -$14.2K -345 -3%
AWA
517
Acorn Wealth Advisors
Michigan
$393K +$393K +9,513 New
WGCA
518
Wolf Group Capital Advisors
Virginia
$391K +$41 +1 +0%
PNC Financial Services Group
519
PNC Financial Services Group
Pennsylvania
$388K -$30.4K -737 -7%
IF
520
Ironwood Financial
Arizona
$385K – – –
RCA
521
Reitz Capital Advisors
Michigan
$379K +$379K +9,217 New
Citigroup
522
Citigroup
New York
$378K -$163K -3,962 -30%
CIA
523
Cape Investment Advisory
Georgia
$377K +$4.5K +109 +1%
WANY
524
Wealthspire Advisors (New York)
New York
$373K -$1.01M -24,434 -73%
CA
525
Calton & Associates
Florida
$372K +$372K +9,020 New
19 20
21
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