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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 %
PWPS
101
Pinnacle Wealth Planning Services
Ohio
$18.4M -$79.9K -1,936 -0.4%
MML Investors Services
102
MML Investors Services
Massachusetts
$18.2M -$676K -16,380 -4%
AWM
103
Atticus Wealth Management
Florida
$18.2M +$679K +16,462 +4%
Charles Schwab
104
Charles Schwab
California
$18M +$18M +435,547 New
ACA
105
Ackerman Capital Advisors
Texas
$17.9M -$4.41M -106,777 -20%
BOPW
106
Brandywine Oak Private Wealth
Pennsylvania
$17.8M -$466K -11,290 -3%
LFG
107
Larson Financial Group
Missouri
$17.6M -$624K -15,135 -3%
WCM
108
Windsor Capital Management
Arizona
$17.6M -$809K -19,614 -4%
EWM
109
Executive Wealth Management
Michigan
$17.4M +$5.93M +143,717 +52%
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$17.2M +$9.73M +235,200 +130%
PFA
111
Pure Financial Advisors
California
$17.2M -$376K -9,114 -2%
MFG
112
Merit Financial Group
Georgia
$17.1M +$705K +17,079 +4%
GWM
113
Geneos Wealth Management
Colorado
$16.9M +$740K +17,933 +5%
PA
114
Prism Advisors
California
$16.4M +$16.4M +398,633 New
HG
115
Harbor Group
New Hampshire
$16.3M +$505K +12,249 +3%
WWM
116
Western Wealth Management
Colorado
$16M +$1.29M +31,259 +9%
M&T Bank
117
M&T Bank
New York
$15.9M +$746K +18,068 +5%
OCM
118
One Capital Management
California
$15.8M -$1.61M -39,037 -9%
NEWAS
119
N.E.W. Advisory Services
Wisconsin
$15.8M -$45.3M -1,099,015 -74%
CA
120
CGN Advisors
Kansas
$15.4M +$3.5M +84,773 +29%
MSRI
121
Michael S. Ryan Inc
New York
$14.6M +$403K +9,947 +3%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$14M +$106K +2,580 +0.8%
NL
123
Navalign LLC
California
$13.8M -$90K -2,182 -0.6%
SW
124
SkyOak Wealth
Michigan
$13.7M +$782K +18,951 +6%
WAOI
125
Wealth Advisors of Iowa
Iowa
$13.5M +$245K +5,927 +2%
3 4
5
6 7