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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 %
IPW
676
Impact Partnership Wealth
Georgia
$35K -$125K -3,018 -78%
GWM
677
Grand Wealth Management
Michigan
$34.7K -$41 -1 -0.1%
WTC
678
WhitTier Trust Company
Nevada
$31.3K – – –
FDCDDQ
679
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.5K – – –
PWMG
680
Prestige Wealth Management Group
New Jersey
$28.9K – – –
WWM
681
Wolff Wiese Magana
California
$28.3K – – –
HFM
682
Hartford Financial Management
Connecticut
$27.7K -$4.83K -117 -15%
TIM
683
Tortoise Investment Management
New York
$27.6K -$20.8K -505 -43%
RIA
684
Realta Investment Advisors
Delaware
$26.9K – – –
TFG
685
Team Financial Group
California
$26.4K +$26.4K +64 New
CWC
686
Carolinas Wealth Consulting
North Carolina
$24.9K – – –
CHA
687
Carmichael Hill & Associates
Maryland
$24.4K – – –
FDCC
688
Foster Dykema Cabot & Co
Massachusetts
$23K – – –
HB
689
Horizon Bancorp
Indiana
$16K -$1.78K -42 -10%
FMII
690
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
BONH
691
Bank of New Hampshire
New Hampshire
$13.7K – – –
TCM
692
TD Capital Management
Tennessee
$13.1K +$13.1K +317 New
CHC
693
City Holding Co
West Virginia
$13K -$3.71K -90 -22%
PFBT
694
Parkside Financial Bank & Trust
Missouri
$11.6K – – –
PAG
695
Paladin Advisory Group
Iowa
$11.6K +$9.08K +220 +361%
GAG
696
Goodman Advisory Group
Massachusetts
$11.2K -$42.8K -1,037 -79%
CAL
697
Capital Advisors Ltd
Ohio
$11K – – –
CTWM
698
Cherry Tree Wealth Management
Minnesota
$10.7K – – –
WT
699
Washington Trust
Rhode Island
$9.28K -$20.1K -487 -68%
BSB
700
Bangor Savings Bank
Maine
$9.17K +$8.27K +200 +909%
26 27
28
29 30