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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 %
CM
176
Churchill Management
California
$7.83M +$7.83M +189,857 New
GIA
177
GHP Investment Advisors
Colorado
$7.7M +$429K +10,432 +6%
SSW
178
Stone Summit Wealth
Florida
$7.64M +$133K +3,222 +2%
AssetMark Inc
179
AssetMark Inc
California
$7.39M -$1.19M -28,955 -14%
WI
180
WrapManager Inc
California
$7.36M -$105K -2,556 -1%
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$7.33M +$1.49M +36,071 +25%
SIG
182
Sargent Investment Group
Maryland
$7.29M +$188K +4,545 +3%
JCM
183
Jacobi Capital Management
Pennsylvania
$7.23M +$6.83M +165,472 +1,696%
PA
184
Probity Advisors
Texas
$7.18M +$22.1K +535 +0.3%
FPIS
185
Financial Planning & Information Services
Wisconsin
$7.02M -$64.4K -1,562 -0.9%
FC
186
Financial Council
Maryland
$6.81M +$224K +5,428 +3%
SA
187
Shilanski & Associates
Alaska
$6.68M -$101K -2,438 -1%
OHIS
188
Oak Harvest Investment Services
Texas
$6.57M +$430K +10,417 +7%
HPC
189
HM Payson & Co
Maine
$6.57M -$967K -23,430 -13%
UCFA
190
United Capital Financial Advisors
Texas
$6.56M -$329K -7,968 -5%
GG
191
GenWealth Group
New Jersey
$6.51M +$106K +2,570 +2%
VBFP
192
Valtinson Bruner Financial Planning
Minnesota
$6.48M +$82.5K +2,000 +1%
CWM
193
Collaborative Wealth Management
Florida
$6.32M +$515K +12,477 +9%
PC
194
Pecaut & Co
Iowa
$6.29M -$121K -2,939 -2%
DWM
195
Dakota Wealth Management
Florida
$6.16M +$774K +18,757 +14%
QC
196
Quent Capital
New York
$6.16M +$3.63K +88 +0.1%
EFL
197
ERn Financial LLC
Wisconsin
$6.11M +$196K +4,754 +3%
CA
198
Cetera Advisors
Colorado
$5.62M -$62.6K -1,518 -1%
AI
199
Auour Investments
Massachusetts
$5.55M +$64.8K +1,565 +1%
SC
200
Savant Capital
Illinois
$5.54M -$247K -5,998 -4%
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