SPYV icon

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.

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
2.03%
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
1
Envestnet Asset Management
Illinois
$665M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$170M
3
LPL Financial
3
LPL Financial
California
$2.07B
4
Bank of America
4
Bank of America
North Carolina
$405M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$4.05B

Top Sellers

1
DWM
1
Dynasty Wealth Management
Florida
$185M
2
HI
2
Horizon Investments
North Carolina
$76.5M
3
MYIA
3
Mount Yale Investment Advisors
Colorado
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$85.4M
5
SFC
5
Strategic Financial Concepts
Texas
$939K
Name Market Value Shares Shares
Change 		Shares
Change %
NAS
26
Nicolet Advisory Services
Wisconsin
$157M 3,000,995 -66,435 -2%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$153M 2,891,977 +415,380 +17%
Betterment LLC
28
Betterment LLC
New York
$153M 2,888,435 -119,964 -4%
PAG
29
Private Advisor Group
New Jersey
$146M 2,761,731 +121,974 +5%
CWM
30
Connecticut Wealth Management
Connecticut
$134M 2,526,058 +89,823 +4%
LFS
31
Lutz Financial Services
Nebraska
$117M 2,211,228 +4,422 +0.2%
FNT
32
First National Trust
Pennsylvania
$111M 2,101,975 -157,544 -7%
AWM
33
AE Wealth Management
Kansas
$104M 1,964,784 +395,546 +25%
HighTower Advisors
34
HighTower Advisors
Illinois
$103M 1,953,650 +136,781 +8%
SQA
35
Simon Quick Advisors
New Jersey
$102M 1,926,222 -24,209 -1%
FLPIM
36
F.L. Putnam Investment Management
Massachusetts
$98.9M 1,870,112 -1,522 -0.1%
GKWIM
37
Gerber Kawasaki Wealth & Investment Management
California
$93.4M 1,767,302 +28,637 +2%
AWM
38
Angeles Wealth Management
California
$91.5M 1,730,993 +158,641 +10%
ONB
39
Old National Bancorp
Indiana
$90.1M 1,704,043 +44,612 +3%
Mariner
40
Mariner
Kansas
$88.2M 1,667,714 -101,656 -6%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$85.4M 1,615,593 -1,131,934 -41%
MFG
42
Magnus Financial Group
New York
$84.7M 1,601,598 +83,823 +6%
FHA
43
Flagship Harbor Advisors
Massachusetts
$84.1M 1,590,189 +1,590,189 New
NEWAS
44
N.E.W. Advisory Services
Wisconsin
$83.5M 1,580,092 -859 -0.1%
OWA
45
Octavia Wealth Advisors
Ohio
$81.5M 1,540,924 +100,032 +7%
KW
46
KWB Wealth
California
$80M 1,641,087 +45,163 +3%
ACM
47
AlphaStar Capital Management
North Carolina
$79.4M 1,502,022 -34,157 -2%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$79.3M 1,499,607 +36,889 +3%
OPS
49
Orion Portfolio Solutions
Nebraska
$76.6M 1,449,664 +1,360,461 +1,525%
BCI
50
Brinker Capital Investments
Pennsylvania
$76.6M 1,449,664 +1,360,461 +1,525%
1
2
3 4 5