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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
Bank of New York Mellon
New York
$117M
2
FGAM
Financial Gravity Asset Management
Texas
$91.4M
3
LPL Financial
LPL Financial
California
$1.16B
4
Financial Engines Advisors
Financial Engines Advisors
California
$3.03B
5
Osaic Holdings
Osaic Holdings
Arizona
$209M

Top Sellers

1
NEWAS
N.E.W. Advisory Services
Wisconsin
$15.8M
2
AI
Accredited Investors
Minnesota
$42M
3
SW
SVB Wealth
Massachusetts
$37.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$179M
5
State Street
State Street
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
126
GPS Wealth Strategies Group
Colorado
$13.4M +$213K +5,164 +2%
TFA
127
TPG Financial Advisors
Oregon
$13.3M +$503K +12,202 +4%
CWM
128
CarsonAllaria Wealth Management
Illinois
$13.2M +$414K +10,044 +3%
DI
129
Diligent Investors
California
$13.1M -$1.15M -27,957 -8%
CSPIA
130
Cary Street Partners Investment Advisory
Virginia
$12.8M +$4.16M +100,828 +48%
CC
131
Courier Capital
New York
$12.8M +$1.34M +32,488 +12%
GLR
132
Great Lakes Retirement
Ohio
$12.7M -$307K -7,440 -2%
DI
133
DFPG Investments
Utah
$12.6M +$5.52M +131,814 +78%
ML
134
McAdam LLC
Pennsylvania
$12.6M -$81.9K -1,985 -0.6%
GVAG
135
Great Valley Advisor Group
Delaware
$12M -$1.33M -32,353 -10%
DCS
136
Destiny Capital Securities
Colorado
$12M +$12M +290,290 New
CIM
137
Confluence Investment Management
Missouri
$11.9M +$107K +2,585 +0.9%
GRP
138
Global Retirement Partners
California
$11.7M +$1.91M +46,964 +20%
MWM
139
Meridian Wealth Management
Kentucky
$11.6M +$88.1K +2,133 +0.8%
JFA
140
JNBA Financial Advisors
Minnesota
$11.4M +$433K +10,505 +4%
RFS
141
Retirement Financial Solutions
Tennessee
$11.4M +$1.51M +36,629 +15%
SCP
142
Stevens Capital Partners
Nebraska
$11.2M +$139K +3,366 +1%
SFP
143
Strategic Financial Partners
Oregon
$10.9M -$5.94M -144,065 -35%
NA
144
NewEdge Advisors
Louisiana
$10.9M -$579K -14,026 -5%
1WM
145
1900 Wealth Management
Texas
$10.8M -$1.9K -46 -0%
SFG
146
StrategIQ Financial Group
Indiana
$10.7M +$251K +6,093 +2%
F4L
147
Fortune 45 LLC
Louisiana
$10.6M -$3.98M -96,564 -27%
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$10.5M +$3.06M +74,044 +41%
KWM
149
Kingsview Wealth Management
Oregon
$10.5M +$1.95M +47,239 +23%
PWG
150
Private Wealth Group
Florida
$10.2M +$4.1M +99,269 +67%
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