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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 %
WANY
451
Wealthspire Advisors (New York)
New York
$1.51M +$138K +2,608 +10%
AF
452
Apollon Financial
South Carolina
$1.51M +$72.4K +1,369 +5%
CFS
453
Commonwealth Financial Services
West Virginia
$1.48M – – –
WP
454
WealthShield Partners
North Carolina
$1.48M +$159 +3 +0%
SMA
455
Seven Mile Advisory
New Jersey
$1.48M – – –
DI
456
DAGCO Inc
Ohio
$1.47M +$121K +2,286 +9%
KFS
457
Kelly Financial Services
Massachusetts
$1.46M +$1.46M +27,679 New
CAM
458
Cresset Asset Management
Illinois
$1.46M +$12.1K +228 +0.8%
CAL
459
Capital Analysts LLC
Pennsylvania
$1.46M -$676K -12,778 -32%
FPW
460
Flagship Private Wealth
Massachusetts
$1.45M +$101K +1,916 +8%
FFA
461
Founders Financial Alliance
North Carolina
$1.43M +$65.1K +1,232 +5%
SA
462
SpiderRock Advisors
Delaware
$1.42M +$890K +16,841 +168%
SPC
463
Sigma Planning Corp
Michigan
$1.42M +$134K +2,544 +10%
RW
464
REDW Wealth
New Mexico
$1.39M +$53 +1 +0%
RFN
465
Redwood Financial Network
Ohio
$1.37M -$16.4K -311 -1%
CWMGP
466
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.36M +$63.2K +1,196 +5%
CSPAM
467
Cary Street Partners Asset Management
Virginia
$1.35M -$27.2K -514 -2%
9WM
468
9258 Wealth Management
Ohio
$1.35M -$22.4K -424 -2%
IAA
469
Independent Advisor Alliance
North Carolina
$1.34M +$79.9K +1,512 +6%
GF
470
GGM Financials
Ohio
$1.34M +$7.14K +135 +0.5%
AG
471
Ascent Group
Virginia
$1.34M +$31.8K +601 +2%
MA
472
Mutual Advisors
Nebraska
$1.32M +$27.8K +524 +2%
EWA
473
EP Wealth Advisors
California
$1.29M +$86.5K +1,637 +7%
OIA
474
OneDigital Investment Advisors
Kansas
$1.29M -$55.5K -1,050 -4%
PPWM
475
Perissos Private Wealth Management
Oklahoma
$1.29M +$1.29M +24,368 New
17 18
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