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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
2.02%
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 %
MWA
276
Motive Wealth Advisors
Michigan
$6.06M – – –
SFG
277
Snider Financial Group
Washington
$6.04M +$1.9M +35,886 +46%
FIA
278
Foundations Investment Advisors
Arizona
$6.02M +$4.33M +81,938 +257%
GWSG
279
GPS Wealth Strategies Group
Colorado
$6.01M -$492K -9,317 -8%
OAM
280
Occidental Asset Management
California
$5.99M +$172K +3,257 +3%
UCFA
281
United Capital Financial Advisors
Texas
$5.97M -$276K -5,216 -4%
TCWM
282
Total Clarity Wealth Management
Illinois
$5.97M +$313K +5,913 +6%
RIM
283
Redwood Investment Management
Arizona
$5.58M -$761K -14,423 -12%
AWA
284
Arete Wealth Advisors
Illinois
$5.43M +$34.6K +656 +0.6%
GWP
285
Gateway Wealth Partners
Wisconsin
$5.4M -$113K -2,147 -2%
CAM
286
Cozad Asset Management
Illinois
$5.27M +$96K +1,816 +2%
GCA
287
Greenwood Capital Associates
South Carolina
$5.27M +$176K +3,326 +3%
CAM
288
Cobblestone Asset Management
Virginia
$5.21M -$70.7K -1,337 -1%
PWM
289
Penobscot Wealth Management
Maine
$5.19M +$284K +5,377 +6%
TC
290
TAGStone Capital
North Carolina
$5.19M +$90.1K +1,704 +2%
SAM
291
Smithbridge Asset Management
Pennsylvania
$5.18M -$58.4K -1,105 -1%
B
292
Bensler
Washington
$5.04M +$645K +12,209 +15%
CAGAS
293
Capital Advisory Group Advisory Services
Minnesota
$5.04M +$275K +5,199 +6%
PFG
294
Pacific Financial Group
Washington
$4.97M -$774K -14,649 -13%
FAIM
295
Financial Advocates Investment Management
Washington
$4.96M +$207K +3,910 +4%
HFW
296
Horizon Family Wealth
Illinois
$4.94M -$27.8K -526 -0.6%
PTC
297
Private Trust Company
Ohio
$4.9M -$160K -3,020 -3%
ATWA
298
Arbor Trust Wealth Advisors
Michigan
$4.86M – – –
SIM
299
Seaview Investment Managers
Florida
$4.86M -$305K -5,775 -6%
TDWM
300
Topel & Distasi Wealth Management
California
$4.85M – – –
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