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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

952 hedge funds and large institutions have $21.3B invested in SPDR Portfolio S&P 500 Value ETF in 2024 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 415 increasing their positions, 297 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
952
Holders Change
+60
Holders Change %
+6.73%
% of All Funds
13.77%
Holding in Top 10
140
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.06%
% of All Funds
2.03%
New
111
Increased
415
Reduced
297
Closed
42
Calls
$18.7M
Puts
$2.05M
Net Calls
+$16.7M
Net Calls Change
+$1.86M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$665M
2
CCMG
Clark Capital Management Group
Pennsylvania
$170M
3
LPL Financial
LPL Financial
California
$2.07B
4
Bank of America
Bank of America
North Carolina
$405M
5
Financial Engines Advisors
Financial Engines Advisors
California
$4.05B

Top Sellers

1
DWM
Dynasty Wealth Management
Florida
$185M
2
HI
Horizon Investments
North Carolina
$76.5M
3
MYIA
Mount Yale Investment Advisors
Colorado
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$85.4M
5
SFC
Strategic Financial Concepts
Texas
$939K
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
226
Focus Partners Wealth
Massachusetts
$9.21M +$394K +7,462 +4%
DWM
227
Dogwood Wealth Management
Kansas
$9.11M +$412K +7,792 +5%
PWG
228
Portside Wealth Group
Utah
$9.08M +$811K +15,338 +10%
SI
229
Stephens Inc
Arkansas
$9.06M +$2.14M +40,441 +31%
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$9M -$585K -11,064 -6%
IA
231
IFG Advisory
Georgia
$8.83M +$3.01M +57,024 +52%
CI
232
CX Institutional
Indiana
$8.79M +$676K +12,794 +8%
GFG
233
Goldstone Financial Group
Illinois
$8.67M +$1.1M +20,756 +14%
HPC
234
Hobart Private Capital
North Carolina
$8.56M +$251K +4,744 +3%
HPC
235
HM Payson & Co
Maine
$8.42M – – –
PC
236
Pecaut & Co
Iowa
$8.42M +$301K +5,701 +4%
1WM
237
1900 Wealth Management
Texas
$8.41M -$110K -2,079 -1%
CM
238
Churchill Management
California
$8.31M -$80.9K -1,531 -1%
OCBCO
239
Oversea-Chinese Banking Corp (OCBC)
Singapore
$8.28M +$1.28M +24,164 +18%
QC
240
Quent Capital
New York
$8.28M -$74.2K -1,403 -0.9%
JFA
241
JNBA Financial Advisors
Minnesota
$8.18M -$541K -10,229 -6%
CIA
242
Concurrent Investment Advisors
Florida
$8.14M +$4.22M +79,890 +108%
SWA
243
SOA Wealth Advisors
New York
$8.09M +$2.32M +43,857 +40%
AI
244
Atria Investments
North Carolina
$8.04M +$6.1M +115,415 +315%
Charles Schwab
245
Charles Schwab
California
$7.94M -$6.74M -127,455 -46%
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$7.91M +$3.93M +74,303 +99%
SWA
247
Stratos Wealth Advisors
Ohio
$7.91M +$1.15M +21,820 +17%
BWM
248
BCS Wealth Management
Tennessee
$7.81M +$636K +12,028 +9%
AAS
249
Asset Allocation Strategies
Michigan
$7.58M +$7.58M +143,365 New
KFI
250
Key Financial Inc
Pennsylvania
$7.57M +$88.4K +1,672 +1%
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