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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 %
Comerica Bank
351
Comerica Bank
Texas
$3.06M -$69.5K -1,314 -2%
SPIA
352
Steward Partners Investment Advisory
New York
$3.06M +$223K +4,220 +8%
WFA
353
Wells Financial Advisors
Massachusetts
$3.04M -$8.57M -162,185 -74%
SL
354
Salomon & Ludwin
Virginia
$3.04M +$96.6K +1,828 +3%
TI
355
Tidal Investments
Wisconsin
$3.03M -$342K -6,469 -10%
WA
356
Wambolt & Associates
Colorado
$2.98M +$149K +2,818 +5%
GFPC
357
Global Financial Private Client
Florida
$2.96M -$45.2K -856 -2%
CWM
358
Cornerstone Wealth Management
Missouri
$2.93M +$326K +6,171 +13%
CI
359
Cavalier Investments
Georgia
$2.93M +$2.93M +55,400 New
BCG
360
Breakwater Capital Group
New Jersey
$2.93M -$68.8K -1,302 -2%
Lido Advisors
361
Lido Advisors
California
$2.83M -$23.7K -449 -0.8%
PA
362
PSI Advisors
Florida
$2.83M +$128K +2,418 +5%
VPP
363
Vertex Planning Partners
Illinois
$2.83M +$22.4K +423 +0.8%
AA
364
Axiom Advisory
California
$2.83M +$50.4K +990 +2%
EWM
365
Empirical Wealth Management
Washington
$2.82M -$104K -1,960 -4%
WCA
366
Waypoint Capital Advisors
Minnesota
$2.82M – – –
CRI
367
Colonial River Investments
Virginia
$2.79M +$2.02M +38,144 +259%
FFA
368
Florida Financial Advisors
Florida
$2.79M +$275K +5,195 +11%
MCC
369
Money Concepts Capital
Florida
$2.76M -$257K -4,862 -9%
MWC
370
MBM Wealth Consultants
Missouri
$2.74M -$24.7K -467 -0.9%
SFG
371
Shum Financial Group
California
$2.73M +$2.73M +50,623 New
FDCDDQ
372
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.71M +$100K +1,893 +4%
BBA
373
Braun-Bostich & Associates
Pennsylvania
$2.7M +$81.8K +1,547 +3%
CIM
374
Corda Investment Management
Texas
$2.69M -$17.9K -338 -0.7%
VWA
375
Visionary Wealth Advisors
Illinois
$2.63M -$200K -3,793 -7%
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