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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 %
AF
401
Advisornet Financial
Minnesota
$2.17M +$425K +8,033 +24%
NCFG
402
New Century Financial Group
New Jersey
$2.16M +$546K +10,333 +34%
GL
403
Graypoint LLC
New York
$2.14M +$443K +8,383 +26%
CAAM
404
Cornerstone Advisors Asset Management
Pennsylvania
$2.11M +$185K +3,491 +10%
TFA
405
Tranquilli Financial Advisor
New Jersey
$2.11M -$2.59M -49,036 -55%
Jones Financial Companies
406
Jones Financial Companies
Missouri
$2.08M +$843K +16,002 +68%
D.E. Shaw & Co
407
D.E. Shaw & Co
New York
$2.08M -$3M -56,801 -59%
SPWM
408
Schrum Private Wealth Management
Florida
$2.06M +$731K +13,833 +55%
OWA
409
Opal Wealth Advisors
New York
$2.06M +$34.8K +658 +2%
VCA
410
Verdence Capital Advisors
Maryland
$2.06M +$295K +5,572 +17%
BC
411
Burney Company
Virginia
$2.03M -$29.8K -564 -1%
PRWA
412
Platte River Wealth Advisors
Colorado
$2.02M – – –
TCM
413
Tradewinds Capital Management
Washington
$2.02M -$28.8M -545,753 -93%
AQR Capital Management
414
AQR Capital Management
Connecticut
$2.01M +$846K +16,005 +72%
SAW
415
Signal Advisors Wealth
Michigan
$2M +$2M +37,890 New
GWAM
416
Guardian Wealth Advisors (Minnesota)
Minnesota
$2M +$765K +14,474 +62%
OSAM
417
O'Shaughnessy Asset Management
Connecticut
$1.94M +$75.5K +1,409 +4%
FA
418
Faithward Advisors
Pennsylvania
$1.88M +$37.5K +709 +2%
RZH
419
Relyea Zuckerberg Hanson
Connecticut
$1.88M +$5.66K +107 +0.3%
EA
420
Eclectic Associates
California
$1.88M -$45.6K -862 -2%
CPIG
421
Chicago Partners Investment Group
Illinois
$1.85M +$9.37K +176 +0.5%
BMD
422
Better Money Decisions
New Mexico
$1.84M +$67.8K +1,283 +4%
CTFG
423
Capstone Triton Financial Group
Oklahoma
$1.83M +$207K +3,908 +13%
LWANC
424
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.81M +$3.59K +68 +0.2%
LA
425
Lifeworks Advisors
Michigan
$1.8M -$214K -4,045 -11%
15 16
17
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