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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 %
WFP
376
Wrenne Financial Planning
Kentucky
$2.61M -$27.4K -518 -1%
RFN
377
RDA Financial Network
Iowa
$2.55M -$776K -14,672 -23%
CFIA
378
Cantor Fitzgerald Investment Advisors
New York
$2.55M +$2.55M +48,165 New
RA
379
RFG Advisory
Alabama
$2.55M -$125K -2,357 -5%
PA
380
PFG Advisors
Arizona
$2.54M +$184K +3,488 +8%
SFA
381
Sequoia Financial Advisors
Ohio
$2.5M -$171K -3,243 -6%
RWA
382
Redhawk Wealth Advisors
Minnesota
$2.49M +$109K +2,064 +5%
1SB
383
1ST Source Bank
Indiana
$2.45M -$212K -4,008 -8%
WWM
384
WJ Wealth Management
Arizona
$2.44M -$97.2K -1,838 -4%
EFG
385
Elios Financial Group
Ohio
$2.42M +$2.42M +45,742 New
AO
386
Advisor OS
Illinois
$2.4M -$105K -1,992 -4%
JSL
387
JT Stratford LLC
Georgia
$2.39M +$25.2K +476 +1%
OCM
388
One Capital Management
California
$2.39M -$1.59M -30,072 -40%
TWP
389
Tower Wealth Partners
Pennsylvania
$2.39M +$32.9K +623 +1%
SWM
390
Seaside Wealth Management
California
$2.38M -$15K -283 -0.6%
BA
391
Bristlecone Advisors
Washington
$2.37M -$78.7K -1,488 -3%
WC
392
Waterloo Capital
Texas
$2.37M +$443K +8,385 +23%
CFG
393
Citizens Financial Group
Rhode Island
$2.37M +$486K +9,191 +26%
USCWA
394
U.S. Capital Wealth Advisors
Texas
$2.36M +$63.9K +1,208 +3%
IA
395
Inspire Advisors
Idaho
$2.32M +$489K +9,256 +27%
OBWG
396
Onyx Bridge Wealth Group
New York
$2.32M -$149K -2,811 -6%
BAG
397
Bridgewealth Advisory Group
California
$2.31M +$23.3K +441 +1%
KAS
398
KPP Advisory Services
Kentucky
$2.29M -$942K -17,826 -29%
SA
399
Sunesis Advisors
Kansas
$2.28M -$803K -15,186 -26%
MWM
400
Modera Wealth Management
New Jersey
$2.17M +$264K +4,998 +14%
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16
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