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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 %
IP
526
Investment Partners
Ohio
$371K – – –
BSW
527
Buckingham Strategic Wealth
Missouri
$370K +$145K +3,515 +65%
BP
528
Ballentine Partners
Massachusetts
$368K -$18.9K -458 -5%
Lido Advisors
529
Lido Advisors
California
$365K +$81K +1,963 +28%
SIA
530
Soltis Investment Advisors
Utah
$359K -$10.7K -260 -3%
NFSG
531
Newbridge Financial Services Group
Florida
$358K -$50.9K -1,234 -12%
FMN
532
Financial Management Network
California
$354K -$34.2K -841 -9%
TW
533
TrinityPoint Wealth
Connecticut
$352K +$352K +8,538 New
HAS
534
HBW Advisory Services
California
$350K +$90K +2,183 +35%
PFM
535
Phillips Financial Management
Indiana
$349K – – –
DCM
536
Donaldson Capital Management
Indiana
$347K +$347K +8,421 New
VF
537
Vawter Financial
Ohio
$346K -$3.01K -73 -0.9%
IA
538
Inspire Advisors
Idaho
$341K -$4.58K -111 -1%
CAG
539
Csenge Advisory Group
Florida
$338K +$1.28K +31 +0.4%
BBNA
540
Bremer Bank National Association
Minnesota
$337K -$35.5K -861 -10%
ST
541
Somerset Trust
Pennsylvania
$336K -$16.6K -402 -5%
SG
542
Sharper & Granite
California
$336K -$27.9K -675 -8%
SIC
543
Sterling Investment Counsel
New York
$334K – – –
MW
544
MBL Wealth
North Carolina
$334K -$20.6K -500 -6%
MFT
545
Moisand Fitzgerald Tamayo
Florida
$333K -$89.9K -2,179 -21%
CF
546
Centaurus Financial
California
$333K -$13.4K -324 -4%
SB
547
Strategic Blueprint
Georgia
$332K +$12.4K +300 +4%
ECA
548
Elevated Capital Advisors
Utah
$331K +$17.2K +418 +6%
GC
549
Grimes & Company
Massachusetts
$330K +$12.8K +311 +4%
FMWA
550
Forvis Mazars Wealth Advisors
Missouri
$328K -$81.3K -1,970 -20%
20 21
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