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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 %
AMG
301
Asset Management Group
Connecticut
$4.72M -$138K -2,605 -3%
HI
302
Harbour Investments
Wisconsin
$4.57M +$109K +2,058 +2%
CWA
303
Clarus Wealth Advisors
Arizona
$4.52M -$82.9K -1,583 -2%
IWP
304
IAG Wealth Partners
Wisconsin
$4.52M +$2.17K +41 +0%
CCAL
305
City Center Advisors LLC
Michigan
$4.48M +$979K +18,524 +28%
SP
306
Stonebrook Private
Michigan
$4.46M -$1.53M -29,029 -26%
PWA
307
Phoenix Wealth Advisors
North Carolina
$4.42M +$438K +8,284 +11%
AFS
308
Annapolis Financial Services
Maryland
$4.38M -$899 -17 -0%
MW
309
Marcum Wealth
Ohio
$4.36M – – –
AAS
310
Ameritas Advisory Services
Nebraska
$4.26M -$129K -2,448 -3%
MCM
311
MidAtlantic Capital Management
Virginia
$4.23M +$78.2K +1,479 +2%
Jane Street
312
Jane Street
New York
$4.21M +$950K +17,965 +29%
PWH
313
Priebe Wealth Holdings
Minnesota
$4.17M -$91K -1,722 -2%
TW
314
Transform Wealth
Colorado
$4.16M +$87K +1,646 +2%
PWM
315
Perigon Wealth Management
California
$4.14M +$244K +4,625 +6%
AMM
316
American Money Management
California
$4.09M +$123K +2,320 +3%
TSWM
317
Tyler-Stone Wealth Management
Ohio
$4.05M +$2.07M +39,180 +105%
Koshinski Asset Management
318
Koshinski Asset Management
Illinois
$3.99M +$74.7K +1,414 +2%
Creative Planning
319
Creative Planning
Kansas
$3.98M -$406K -7,676 -9%
TW
320
TritonPoint Wealth
Maryland
$3.94M -$427K -8,110 -10%
CAPTRUST Financial Advisors
321
CAPTRUST Financial Advisors
North Carolina
$3.92M +$9.09K +172 +0.2%
GB
322
Gunma Bank
Japan
$3.86M +$1.22M +23,000 +46%
RTL
323
Red Tortoise LLC
Georgia
$3.86M +$34.4K +651 +0.9%
PAS
324
Park Avenue Securities
New York
$3.85M +$2.09M +39,454 +118%
First Trust Advisors
325
First Trust Advisors
Illinois
$3.8M +$3.8M +71,859 New
11 12
13
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