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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 %
SIM
551
Stratos Investment Management
Ohio
$772K +$772K +14,599 New
FI
552
Financial Insights
Washington
$766K +$217K +4,114 +40%
AC
553
AWM Capital
Arizona
$766K +$3.91K +74 +0.5%
SCM
554
Spring Capital Management
Texas
$763K +$763K +18,490 New
Pathstone Holdings
555
Pathstone Holdings
New Jersey
$750K +$211 +4 +0%
PI
556
PFG Investments
New York
$745K +$183K +3,461 +33%
FFA
557
Frazier Financial Advisors
Ohio
$732K -$19.8K -375 -3%
Brown Advisory
558
Brown Advisory
Maryland
$730K +$106 +2 +0%
RFP
559
Root Financial Partners
California
$721K +$721K +13,646 New
LF
560
Lantz Financial
Illinois
$721K -$159 -3 -0%
FNBOO
561
First National Bank of Omaha
Nebraska
$711K +$9.89K +187 +1%
GJIA
562
Glass Jacobson Investment Advisors
Maryland
$709K +$106 +2 +0%
LIA
563
LBMC Investment Advisors
Tennessee
$702K +$3.54K +67 +0.5%
SCA
564
Snowden Capital Advisors
New York
$701K +$84K +1,589 +14%
PCS
565
Private Client Services
Kentucky
$693K -$133K -2,512 -16%
GAG
566
GM Advisory Group
New York
$693K – – –
MWM
567
MGB Wealth Management
Texas
$687K +$26K +493 +4%
EFG
568
Embree Financial Group
Illinois
$687K +$3.17K +60 +0.5%
FWM
569
ForthRight Wealth Management
Georgia
$686K -$5.07K -96 -0.7%
GA
570
Geller Advisors
New York
$684K – – –
FPCP
571
Fort Point Capital Partners
California
$676K +$2.59K +49 +0.4%
WSWA
572
Warren Street Wealth Advisors
California
$673K -$899 -17 -0.1%
PWA
573
Peterson Wealth Advisors
Utah
$668K +$23.7K +448 +4%
MP
574
McDonald Partners
Ohio
$662K +$3.86K +73 +0.6%
FMTCOCP
575
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$661K -$26.5K -502 -4%
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