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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 %
BCM
76
Brookstone Capital Management
Illinois
$26.6M -$7.81M -191,024 -23%
CFD
77
Creative Financial Designs
Indiana
$26.3M +$2.78M +67,409 +12%
APP
78
Avantax Planning Partners
Iowa
$25.7M -$500K -12,114 -2%
GLA
79
Good Life Advisors
Pennsylvania
$25.3M +$172K +4,159 +0.7%
SFM
80
Signet Financial Management
New Jersey
$25M +$678K +16,427 +3%
IWA
81
Inspirion Wealth Advisors
Illinois
$25M -$506K -12,256 -2%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$23.9M +$4.26M +103,263 +22%
CWA
83
Choice Wealth Advisors
Maine
$23.7M -$344K -8,327 -1%
Northern Trust
84
Northern Trust
Illinois
$23M +$55.3K +1,340 +0.2%
EDRIA
85
Edmonds Duncan Registered Investment Advisors
Kansas
$22.6M +$73.8K +1,789 +0.3%
RJA
86
Raymond James & Associates
Florida
$22.5M +$229K +5,555 +1%
RA
87
Riversedge Advisors
Delaware
$22.2M +$645K +15,640 +3%
VC
88
Vicus Capital
Pennsylvania
$21.9M +$240K +5,827 +1%
BFEC
89
Benjamin F. Edwards & Company
Missouri
$21.9M +$344K +8,348 +2%
TVAMP
90
Tennessee Valley Asset Management Partners
Tennessee
$21.1M +$394K +9,555 +2%
SWMG
91
Sanchez Wealth Management Group
Florida
$21.1M +$392K +9,503 +2%
MD
92
Money Design
Japan
$21M -$484K -11,737 -2%
FCAS
93
First Command Advisory Services
Texas
$20.8M -$273K -6,591 -1%
SW
94
SteelPeak Wealth
California
$20.5M +$20.5M +496,316 New
RA
95
Rodgers & Associates
Pennsylvania
$19.9M +$1.26M +30,561 +7%
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$19.8M +$873K +21,162 +5%
FLPIM
97
F.L. Putnam Investment Management
Massachusetts
$19.7M +$6.57M +159,118 +50%
LFPWM
98
Leicht Financial Planning & Wealth Management
New Jersey
$19.3M -$431K -10,451 -2%
CF
99
Convergence Financial
Missouri
$18.5M +$264K +6,397 +1%
AWM
100
Avior Wealth Management
Nebraska
$18.5M -$62.2K -1,507 -0.3%
2 3
4
5 6