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.

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 %
MAWCM
526
Mine & Arao Wealth Creation & Management
California
$884K -$25.5K -483 -3%
MCM
527
MAI Capital Management
Ohio
$878K +$12.8K +243 +1%
MAG
528
M3 Advisory Group
Massachusetts
$872K +$39.1K +740 +5%
MIAS
529
Mason Investment Advisory Services
Virginia
$871K +$1.43K +27 +0.2%
AC
530
AIFG Consultants
New York
$867K – – –
MW
531
Maia Wealth
Colorado
$856K +$317K +5,982 +59%
LFAS
532
Level Four Advisory Services
Texas
$856K -$43.8K -838 -5%
ECA
533
Elevated Capital Advisors
Utah
$853K -$9.25K -175 -1%
STA
534
Summit Trail Advisors
New York
$851K – – –
TWP
535
Tempus Wealth Planning
California
$846K +$19.1K +362 +2%
CFB
536
Cullen/Frost Bankers
Texas
$837K +$837K +15,833 New
CCWM
537
Cassaday & Co Wealth Management
Virginia
$837K +$59.5K +1,125 +8%
AA
538
Argent Advisors
Louisiana
$826K – – –
CFGS
539
Concourse Financial Group Securities
Alabama
$824K +$58.7K +1,111 +8%
SP
540
Sequent Planning
Nebraska
$824K +$824K +15,579 New
YIH
541
Y-Intercept (HK)
Hong Kong
$821K +$821K +15,525 New
AC
542
Apella Capital
Connecticut
$820K +$820K +15,570 New
BWM
543
BCGM Wealth Management
Indiana
$813K -$81.8K -1,547 -9%
Empower Advisory Group
544
Empower Advisory Group
Colorado
$808K +$443K +8,383 +121%
HCC
545
Hirtle Callaghan & Co
Pennsylvania
$796K – – –
WA
546
Wealthstream Advisors
New York
$785K -$11K -209 -1%
IC
547
Innealta Capital
Texas
$782K +$83.1K +1,573 +12%
ACM
548
Advance Capital Management
Michigan
$781K -$75.7K -1,433 -9%
PGF
549
Plan Group Financial
Oklahoma
$777K +$777K +14,707 New
BWL
550
Bogart Wealth LLC
Virginia
$775K +$621K +11,752 +404%
20 21
22
23 24