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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 %
EI
326
Ellevest Inc
New York
$3.74M -$385K -7,274 -9%
GEA
327
Glen Eagle Advisors
New Jersey
$3.68M -$180K -3,409 -5%
PCIA
328
Prime Capital Investment Advisors
Kansas
$3.65M -$284K -5,382 -7%
FCMA
329
Foresight Capital Management Advisors
Michigan
$3.63M +$487K +9,212 +16%
US Bancorp
330
US Bancorp
Minnesota
$3.57M +$327K +6,185 +10%
KFP
331
Keener Financial Planning
Texas
$3.48M -$5.2M -98,362 -60%
Citigroup
332
Citigroup
New York
$3.43M -$243K -4,599 -7%
Citadel Advisors
333
Citadel Advisors
Florida
$3.43M +$2.95M +55,875 +622%
CAC
334
Certified Advisory Corp
Florida
$3.42M +$144K +2,715 +4%
IA
335
IFP Advisors
Florida
$3.39M -$2.92M -55,332 -46%
FA
336
FF Advisors
California
$3.39M +$42.8K +800 +1%
EIA
337
Eldridge Investment Advisors
New Hampshire
$3.37M +$3.37M +63,821 New
FPAS
338
Focus Partners Advisor Solutions
Missouri
$3.37M +$87.9K +1,662 +3%
VW
339
Vance Wealth
California
$3.36M -$390K -7,369 -10%
JFG
340
JDM Financial Group
Texas
$3.35M -$1.88M -35,488 -36%
RMAM
341
Raab & Moskowitz Asset Management
New Jersey
$3.34M +$7.45K +141 +0.2%
AIS
342
American Investment Services
Massachusetts
$3.32M +$53 +1 +0%
WWA
343
WCG Wealth Advisors
Nevada
$3.28M +$925K +17,509 +39%
RIS
344
Retirement Income Solutions
Michigan
$3.26M +$4.39K +83 +0.1%
SHJ
345
Sharkey, Howes & Javer
Colorado
$3.24M -$82.5K -1,561 -2%
LDB
346
Lee, Danner & Bass
Tennessee
$3.23M -$306K -5,794 -9%
PIFP
347
Partners in Financial Planning
Virginia
$3.2M +$2.7K +51 +0.1%
CGFA
348
Colton Groome Financial Advisors
North Carolina
$3.17M -$640K -12,114 -17%
F4L
349
Fortune 45 LLC
Louisiana
$3.16M -$144K -2,720 -4%
FNWA
350
Financial Network Wealth Advisors
Utah
$3.16M -$62.3K -1,179 -2%
12 13
14
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