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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 %
WC
576
Waterloo Capital
Texas
$271K +$271K +6,580 New
RPC
577
Rossmore Private Capital
Connecticut
$270K – – –
GAM
578
Grandview Asset Management
Pennsylvania
$269K +$7.09K +172 +3%
MCCP
579
Mission Creek Capital Partners
California
$268K -$2.89K -70 -1%
AWM
580
Accurate Wealth Management
Florida
$266K +$266K +6,409 New
ST
581
Smithfield Trust
Pennsylvania
$264K – – –
DAS
582
Dynamic Advisor Solutions
Arizona
$263K -$56.4K -1,368 -18%
AFO
583
Arrowroot Family Office
California
$263K -$155K -3,760 -37%
ESB
584
Essex Savings Bank
Connecticut
$257K -$2.1K -51 -0.8%
ATPW
585
Ashton Thomas Private Wealth
Arizona
$255K +$5.86K +142 +2%
FFC
586
First Financial Corp
Indiana
$254K +$254K +6,169 New
BI
587
Berkeley Inc
Idaho
$252K – – –
ASN
588
Advisory Services Network
Georgia
$251K -$12.1K -293 -5%
KA
589
Kovack Advisors
Florida
$251K -$48.1K -1,165 -16%
DCM
590
DGS Capital Management
New Jersey
$249K -$9.86K -239 -4%
OLVIG
591
Oliver Lagore Vanvalin Investment Group
Michigan
$249K -$181K -4,377 -42%
AIA
592
Arbor Investment Advisors
North Carolina
$249K +$249K +6,023 New
WFMPM
593
Woodley Farra Manion Portfolio Management
Indiana
$248K – – –
SAM
594
Synergy Asset Management
Washington
$240K +$240K +5,824 New
FG
595
Fiduciary Group
Georgia
$238K -$908 -22 -0.4%
AFG
596
Atomi Financial Group
New York
$236K +$6.02K +146 +3%
CAS
597
Coppell Advisory Solutions
Texas
$232K -$237K -6,089 -50%
GCP
598
Gill Capital Partners
Colorado
$232K – – –
GA
599
Goldstein Advisors
Wisconsin
$232K -$3.3K -80 -1%
HW
600
Hancock Whitney
Mississippi
$231K -$121K -2,936 -34%
22 23
24
25 26