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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 %
MWM
626
Marion Wealth Management
Pennsylvania
$203K +$949 +23 +0.5%
VVP
627
Venture Visionary Partners
Ohio
$201K -$2.39K -58 -1%
MCA
628
MSH Capital Advisors
Arizona
$201K +$908 +22 +0.5%
CIBC World Market
629
CIBC World Market
Ontario, Canada
$200K +$200K +4,850 New
VNA
630
Valley National Advisers
Pennsylvania
$180K – – –
CA
631
Clearstead Advisors
Ohio
$169K +$84.5K +2,047 +100%
BA
632
Ballast Advisors
Minnesota
$168K -$47.3K -1,147 -22%
WAS
633
Winch Advisory Services
Wisconsin
$165K +$64.4K +1,557 +64%
BAM
634
Byrne Asset Management
New Jersey
$157K +$157K +360 New
AP
635
Atwood & Palmer
Missouri
$155K – – –
SMA
636
Sage Mountain Advisors
Georgia
$155K – – –
EWM
637
Evermay Wealth Management
Virginia
$131K – – –
ITIM
638
Indiana Trust & Investment Management
Indiana
$130K +$130K +3,155 New
PP
639
PrairieView Partners
Minnesota
$130K – – –
S
640
SignatureFD
Georgia
$125K +$413 +10 +0.3%
POIA
641
Pin Oak Investment Advisors
Texas
$125K – – –
CT
642
Colonial Trust
South Carolina
$121K – – –
AA
643
AlphaMark Advisors
Kentucky
$114K -$2.28K -55 -2%
JWA
644
JFS Wealth Advisors
Pennsylvania
$106K – – –
CWM
645
Cedar Wealth Management
California
$96.1K – – –
JFGIW
646
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$93.3K -$236K -5,731 -72%
HWA
647
Heritage Wealth Advisors
Virginia
$90.8K – – –
GI
648
Gradient Investments
Minnesota
$90.4K +$42.7K +1,035 +90%
TCOV
649
Trust Company of Vermont
Vermont
$84.5K – – –
CMP
650
Coston McIsaac & Partners
Maine
$79K -$9.52K -231 -11%
24 25
26
27 28