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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 %
WFA
151
Wells Financial Advisors
Massachusetts
$10.2M +$97.1K +2,354 +1%
HFS
152
Horizon Financial Services
North Carolina
$10.1M +$444K +10,763 +5%
AAS
153
Avantax Advisory Services
Texas
$10M +$1.22M +29,590 +14%
NECFA
154
New England Capital Financial Advisors
Connecticut
$10M +$119K +2,882 +1%
RWM
155
Reston Wealth Management
Virginia
$9.97M +$129K +3,116 +1%
KFGK
156
Keystone Financial Group (Kentucky)
Kentucky
$9.97M +$8.15M +197,574 +449%
MPM
157
Meritage Portfolio Management
Kansas
$9.71M -$3.54M -85,717 -27%
IWC
158
Integrated Wealth Concepts
Massachusetts
$9.66M -$918K -22,259 -9%
NL
159
NWAM LLC
Washington
$9.52M +$9.14M +221,476 +2,365%
AWS
160
Atria Wealth Solutions
New York
$9.22M -$2.54M -61,440 -22%
MFA
161
Millington Financial Advisors
Illinois
$9.2M +$328K +7,949 +4%
SWP
162
Stratos Wealth Partners
Ohio
$9.15M +$4.5M +109,140 +97%
SL
163
Systelligence LLC
Minnesota
$9.11M +$9.11M +220,740 New
Truist Financial
164
Truist Financial
North Carolina
$9.01M +$295K +7,149 +3%
VCP
165
Verus Capital Partners
Arizona
$9.01M +$804K +19,494 +10%
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$8.98M -$178K -4,325 -2%
AWM
167
Axxcess Wealth Management
California
$8.81M -$76.3K -1,849 -0.9%
1IA
168
1834 Investment Advisors
Wisconsin
$8.73M +$1.25M +30,234 +17%
AWA
169
Alta Wealth Advisors
Massachusetts
$8.67M +$564K +13,658 +7%
SWM
170
Spire Wealth Management
Virginia
$8.64M +$531K +12,866 +7%
SF
171
Symphony Financial
Texas
$8.56M +$885K +21,573 +12%
JWS
172
Juncture Wealth Strategies
Arizona
$8.51M -$226K -5,488 -3%
CI
173
CX Institutional
Indiana
$8.2M -$653K -15,827 -7%
CG
174
Cynosure Group
Utah
$8.15M +$512K +12,419 +7%
HA
175
Hofer & Associates
California
$7.98M +$60.7K +1,470 +0.8%
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