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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 %
RWMH
301
Riverpoint Wealth Management Holdings
Illinois
$2.15M +$8.5K +206 +0.4%
1SB
302
1ST Source Bank
Indiana
$2.12M -$54.3K -1,316 -3%
SWM
303
Seaside Wealth Management
California
$2.07M +$11.9K +288 +0.6%
Comerica Bank
304
Comerica Bank
Texas
$2.06M +$2.06M +49,829 New
PCIA
305
Prime Capital Investment Advisors
Kansas
$2.05M -$2.24M -54,282 -52%
TC
306
Trilogy Capital
California
$2.04M -$30.9K -749 -1%
VLC
307
Van Leeuwen & Company
New Jersey
$2.03M -$2.71M -65,614 -57%
LDB
308
Lee, Danner & Bass
Tennessee
$2.01M +$561K +13,600 +39%
US Bancorp
309
US Bancorp
Minnesota
$1.99M +$186K +4,511 +10%
CAGAS
310
Capital Advisory Group Advisory Services
Minnesota
$1.97M +$277K +6,713 +16%
SCM
311
SCS Capital Management
Massachusetts
$1.95M – – –
Millennium Management
312
Millennium Management
New York
$1.88M +$1.88M +45,463 New
PWM
313
Perigon Wealth Management
California
$1.84M +$485K +11,758 +36%
BA
314
Bristlecone Advisors
Washington
$1.83M -$16.1K -390 -0.9%
USCWA
315
U.S. Capital Wealth Advisors
Texas
$1.83M -$109K -2,635 -6%
MWC
316
MBM Wealth Consultants
Missouri
$1.81M +$129K +3,144 +8%
TWP
317
Tower Wealth Partners
Pennsylvania
$1.79M +$4.99K +121 +0.3%
SI
318
Stephens Inc
Arkansas
$1.78M +$1.21M +29,309 +213%
VPP
319
Vertex Planning Partners
Illinois
$1.78M +$102K +2,482 +6%
TC
320
TAP Consulting
Missouri
$1.74M +$10.8K +261 +0.6%
SL
321
Salomon & Ludwin
Virginia
$1.73M +$137K +3,323 +9%
BC
322
Burney Company
Virginia
$1.69M -$47.9K -1,160 -3%
LA
323
Lifeworks Advisors
Michigan
$1.66M +$464K +11,253 +39%
LFM
324
Lumina Fund Management
New York
$1.65M – – –
JSL
325
JT Stratford LLC
Georgia
$1.63M +$112K +2,717 +7%
11 12
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