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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 %
BNP Paribas Financial Markets
426
BNP Paribas Financial Markets
France
$1.79M – – –
GAM
427
Gotham Asset Management
New York
$1.78M +$43K +813 +2%
AWAU
428
Alliance Wealth Advisors (Utah)
Utah
$1.76M +$58.2K +1,101 +3%
WFS
429
Weitzel Financial Services
Iowa
$1.75M -$21.7K -412 -1%
NG
430
Norden Group
Utah
$1.73M +$89.9K +1,700 +5%
RWMH
431
Riverpoint Wealth Management Holdings
Illinois
$1.73M -$141K -2,676 -8%
RSA
432
River Street Advisors
Illinois
$1.7M +$72.9K +1,379 +4%
PFA
433
Pinnacle Family Advisors
Missouri
$1.69M +$1.69M +31,950 New
IFA
434
Index Fund Advisors
California
$1.68M -$6.34K -120 -0.4%
CA
435
Calton & Associates
Florida
$1.67M +$644K +12,190 +63%
CF
436
Centaurus Financial
California
$1.67M +$190K +3,600 +13%
AWA
437
Arkadios Wealth Advisors
Georgia
$1.65M -$45K -852 -3%
EGA
438
E&G Advisors
Texas
$1.65M -$1.22K -23 -0.1%
MWM
439
Marion Wealth Management
Pennsylvania
$1.64M +$484K +9,154 +42%
SIAS
440
Summit Investment Advisory Services
Minnesota
$1.64M -$253K -4,789 -13%
Invesco
441
Invesco
Georgia
$1.63M -$46.9K -887 -3%
OAS
442
Optivise Advisory Services
Tennessee
$1.62M -$53.7K -1,016 -3%
FIC
443
FCG Investment Company
Tennessee
$1.6M +$221K +4,190 +16%
FWM
444
Foguth Wealth Management
Michigan
$1.57M +$1.57M +29,883 New
WFS
445
WealthGarden F.S.
California
$1.56M -$52.7K -997 -3%
HGERS
446
Householder Group Estate & Retirement Specialist
Arizona
$1.56M +$119K +2,243 +8%
BWFA
447
Baltimore-Washington Financial Advisors
Maryland
$1.55M -$49.2K -930 -3%
IHWM
448
Iron Horse Wealth Management
Iowa
$1.55M +$32K +605 +2%
FT
449
Fiduciary Trust
Massachusetts
$1.52M +$1.52M +28,759 New
WMR
450
Wealth Management Resources
Rhode Island
$1.52M +$60K +1,135 +4%
16 17
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