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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.

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 %
CA
51
CoreCap Advisors
Michigan
$49M +$7.7M +186,654 +19%
KA
52
Klingman & Associates
New York
$48M -$84.5K -2,049 -0.2%
AF
53
Arrow Financial
New York
$47.1M +$17.3M +420,186 +58%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$46.7M +$565K +13,683 +1%
NB
55
Nicolet Bankshares
Wisconsin
$46.3M -$676K -16,395 -1%
AIA
56
Alera Investment Advisors
Illinois
$42.7M -$831K -20,133 -2%
NA
57
Nottingham Advisors
New York
$42.6M -$282K -8,014 -0.7%
AI
58
Accredited Investors
Minnesota
$42M -$37.7M -913,058 -47%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$40.2M +$1.84M +44,583 +5%
PIA
60
Perennial Investment Advisors
California
$38.9M -$429K -10,405 -1%
WH
61
Whitcomb & Hess
Ohio
$38.7M +$326K +7,905 +0.9%
Stifel Financial
62
Stifel Financial
Missouri
$37.9M -$404K -9,798 -1%
SW
63
SVB Wealth
Massachusetts
$37.3M -$26.9M -651,943 -42%
FNT
64
First National Trust
Pennsylvania
$36.6M +$3.21M +77,798 +10%
CFG
65
Compton Financial Group
Maryland
$35.8M -$298K -7,221 -0.8%
FWI
66
Facet Wealth Inc
Maryland
$34M +$28.1M +693,667 +481%
FFS
67
Founders Financial Securities
Maryland
$32.8M +$1.56M +37,759 +5%
BW
68
BIP Wealth
Georgia
$32.3M -$688K -16,667 -2%
JPMPWA
69
J.P. Morgan Private Wealth Advisors
California
$32.1M -$426K -10,316 -1%
MWPCG
70
Measured Wealth Private Client Group
New Hampshire
$30.8M -$326K -7,903 -1%
WCAMG
71
Woodard & Company Asset Management Group
North Carolina
$29.8M +$1.11M +26,820 +4%
Corient Private Wealth
72
Corient Private Wealth
Florida
$29.1M +$83.6K +2,026 +0.3%
Prudential Financial
73
Prudential Financial
New Jersey
$28.6M -$342K -8,286 -1%
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$28M +$28M +679,137 New
IWM
75
IHT Wealth Management
Illinois
$27.6M +$2.61M +63,209 +10%
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