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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 %
HF
651
Halpern Financial
Virginia
$76.3K -$2.89K -70 -4%
WAG
652
Windsor Advisory Group
Ohio
$73.1K +$124 +3 +0.2%
HNB
653
Huntington National Bank
Ohio
$61.9K -$43 – –
NL
654
NVWM LLC
Pennsylvania
$60.3K – – –
RFA
655
Register Financial Advisors
Georgia
$57.2K – – –
TWC
656
TD Waterhouse Canada
Ontario, Canada
$55.3K -$21.8K -531 -28%
WIM
657
Westside Investment Management
California
$54.5K -$2.15K -52 -4%
PO
658
Private Ocean
California
$52.4K +$248 +6 +0.5%
FM
659
Family Management
New York
$52.2K -$20.9K -506 -29%
FFA
660
Farther Finance Advisors
California
$51.4K +$15.3K +371 +42%
OIA
661
Optimum Investment Advisors
Illinois
$49.5K – – –
SAG
662
Spotlight Asset Group
Illinois
$49K – – –
OP
663
ORG Partners
Indiana
$44.1K -$7.39K -179 -14%
ACA
664
Atlas Capital Advisors
Wyoming
$43.5K +$4.95K +120 +13%
ADL
665
Asset Dedication LLC
California
$43K – – –
PA
666
Parallel Advisors
California
$42.3K +$8.25K +200 +24%
BWL
667
Bogart Wealth LLC
Virginia
$41.3K -$536 -13 -1%
QCG
668
Quadrant Capital Group
Ohio
$41.3K +$41.3K +1,000 New
FHA
669
First Horizon Advisors
Tennessee
$41.3K +$14.2K +344 +53%
TWM
670
Tradition Wealth Management
Minnesota
$41K +$207 +5 +0.5%
GWS
671
Glassman Wealth Services
Virginia
$40.7K – – –
BLC
672
Brown, Lisle/Cummings
Rhode Island
$39.2K +$6.19K +150 +19%
ACA
673
Aptus Capital Advisors
Alabama
$38.4K +$30.4K +736 +377%
CSWM
674
Cassady Schiller Wealth Management
Ohio
$37.7K +$37.7K +913 New
SS
675
Sunbelt Securities
Texas
$35.3K +$22K +533 +166%
25 26
27
28 29