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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 %
RIA
476
Regal Investment Advisors
Michigan
$1.28M +$62.5K +1,182 +5%
IWS
477
Integrity Wealth Solutions
Colorado
$1.27M +$16.7K +315 +1%
JIC
478
Johnson Investment Counsel
Ohio
$1.27M +$1.27M +24,028 New
CAG
479
Csenge Advisory Group
Florida
$1.24M +$645K +12,119 +108%
LTL
480
Lowery Thomas LLC
California
$1.24M -$10.4K -196 -0.8%
TFCP
481
Twin Focus Capital Partners
Massachusetts
$1.22M -$45.9K -868 -4%
HWM
482
Howard Wealth Management
Connecticut
$1.21M +$43.9K +831 +4%
FFA
483
Farther Finance Advisors
California
$1.21M +$1.64K +31 +0.1%
DPI
484
Diversified Portfolios Inc
Michigan
$1.18M +$1.74K +33 +0.1%
TW
485
Towerpoint Wealth
California
$1.17M +$23.1K +437 +2%
RCAG
486
Rehmann Capital Advisory Group
Michigan
$1.16M +$123K +2,325 +12%
CP
487
Castleview Partners
Texas
$1.15M -$122K -2,314 -10%
HHGC
488
Hunting Hill Global Capital
New York
$1.15M -$9.77M -184,869 -89%
SFS
489
Sowell Financial Services
Arkansas
$1.15M -$153K -2,898 -12%
BTWM
490
Baker Tilly Wealth Management
Wisconsin
$1.14M +$88.9K +1,681 +8%
AA
491
Altman Advisors
Illinois
$1.14M +$4.71K +89 +0.4%
William Blair & Company
492
William Blair & Company
Illinois
$1.13M +$296K +5,599 +36%
IMC Chicago
493
IMC Chicago
Illinois
$1.12M +$401K +7,594 +56%
LSA
494
Lansing Street Advisors
Pennsylvania
$1.12M +$21.3K +403 +2%
KWA
495
Kingswood Wealth Advisors
California
$1.11M -$534K -10,108 -33%
Renaissance Technologies
496
Renaissance Technologies
New York
$1.1M +$1.1M +20,900 New
RSWM
497
Robertson Stephens Wealth Management
California
$1.1M +$1.1M +20,882 New
TFA
498
Tobias Financial Advisors
Florida
$1.1M -$14.6K -277 -1%
IAN
499
Integrated Advisors Network
Texas
$1.09M +$538K +10,170 +97%
CA
500
Centerpoint Advisors
Massachusetts
$1.09M – – –
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