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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
+$433M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$169M
3
LPL Financial
LPL Financial
California
+$168M
4
Bank of America
Bank of America
North Carolina
+$84.2M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$77.3M

Top Sellers

1
DWM
Dynasty Wealth Management
Florida
-$129M
2
HI
Horizon Investments
North Carolina
-$121M
3
MYIA
Mount Yale Investment Advisors
Colorado
-$67M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$59.8M
5
SFC
Strategic Financial Concepts
Texas
-$44.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
251
Lynch & Associates
Indiana
$7.47M +$80K +1,514 +1%
SCP
252
Stevens Capital Partners
Nebraska
$7.44M +$184K +3,490 +3%
FGC
253
Financial Gravity Companies
Texas
$7.43M +$7.43M +140,611 New
CFG
254
Cooper Financial Group
California
$7.37M -$113K -2,138 -2%
GM
255
GeoWealth Management
Illinois
$7.35M +$1.1M +20,844 +18%
WFPG
256
Waller Financial Planning Group
Ohio
$7.34M +$244K +4,622 +3%
AI
257
Auour Investments
Massachusetts
$7.31M +$102K +1,945 +1%
SWM
258
SigFig Wealth Management
California
$7.23M +$7.23M +137,282 New
LWP
259
Laurel Wealth Planning
Minnesota
$7.18M -$441K -8,337 -6%
CWMS
260
Cannon Wealth Management Services
North Carolina
$7.13M +$7.13M +134,905 New
TC
261
Trilogy Capital
California
$7.02M +$473K +8,945 +7%
AFP
262
Ausdal Financial Partners
Iowa
$6.99M +$2.16M +40,830 +45%
AFTS
263
American Financial & Tax Strategies
New York
$6.93M +$35K +662 +0.5%
FNWM
264
Financial Network Wealth Management
Utah
$6.88M -$330K -6,252 -5%
IWN
265
Independent Wealth Network
Iowa
$6.86M +$158K +2,981 +2%
CSWG
266
Cardinal Strategic Wealth Guidance
Kentucky
$6.69M +$760K +14,385 +13%
BRWA
267
B. Riley Wealth Advisors
Florida
$6.58M +$5.75M +109,409 +691%
MWM
268
Merriman Wealth Management
Washington
$6.57M -$291K -5,514 -4%
PWM
269
Partnership Wealth Management
Maryland
$6.47M -$5.11M -96,715 -44%
IPW
270
Intergy Private Wealth
Colorado
$6.46M -$22.7K -429 -0.3%
IP
271
Ignite Planners
California
$6.44M +$129K +2,448 +2%
FIM
272
Freedom Investment Management
Connecticut
$6.31M -$370K -6,991 -6%
DWM
273
Denver Wealth Management
Colorado
$6.3M +$407K +7,695 +7%
SA
274
Scarborough Advisors
Maryland
$6.23M -$20.5K -388 -0.3%
JWCA
275
J.W. Cole Advisors
Florida
$6.07M -$99.6K -1,884 -2%
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