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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 %
AWM
601
Apollon Wealth Management
South Carolina
$231K -$2.27M -55,016 -91%
ISWM
602
Independent Solutions Wealth Management
New York
$230K -$811K -19,666 -78%
RPCONE
603
Retirement Planning Company of New England
Rhode Island
$228K -$7.47K -181 -3%
WSTAM
604
Wilbanks Smith & Thomas Asset Management
Virginia
$228K – – –
MSAM
605
Moloney Securities Asset Management
Missouri
$228K -$180K -4,361 -44%
MSFS
606
Main Street Financial Solutions
Pennsylvania
$224K +$224K +5,424 New
ICP
607
Interchange Capital Partners
Pennsylvania
$222K +$1.03K +25 +0.5%
FA
608
FDx Advisors
Illinois
$222K +$1.03K +25 +0.5%
CA
609
Cambridge Advisors
Nebraska
$222K – – –
SFS
610
Stiles Financial Services
Minnesota
$218K +$218K +5,275 New
PWA
611
Provenance Wealth Advisors
Florida
$215K +$215K +5,211 New
ECM
612
Evergreen Capital Management
Washington
$215K +$215K +5,200 New
HIP
613
HUB Investment Partners
Texas
$214K – – –
SWM
614
SFG Wealth Management
Maryland
$213K +$6.23K +151 +3%
EFG
615
Everhart Financial Group
Ohio
$212K +$6.15K +149 +3%
CWP
616
Concord Wealth Partners
Virginia
$212K -$68.3K -1,655 -24%
KeyBank National Association
617
KeyBank National Association
Ohio
$211K -$2.93K -71 -1%
ACI
618
Alpha Cubed Investments
California
$211K +$211K +5,118 New
GW
619
GW & Wade
Massachusetts
$209K +$209K +5,059 New
DSA
620
Droms Strauss Advisors
Missouri
$207K – – –
LWMG
621
Levy Wealth Management Group
Pennsylvania
$207K +$330 +8 +0.2%
LC
622
LCNB Corp
Ohio
$206K – – –
NCM
623
Northwest Capital Management
Oregon
$205K +$30.2K +733 +17%
CWM
624
Chicago Wealth Management
Illinois
$204K – – –
PB
625
Pinnacle Bancorp
Nebraska
$204K +$78.8K +1,911 +63%
23 24
25
26 27