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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 %
CastleKeep Investment Advisors
576
CastleKeep Investment Advisors
Connecticut
$659K -$30.9K -584 -4%
SAI
577
Savvy Advisors Inc
New York
$659K +$23.9K +452 +4%
WAG
578
Wallace Advisory Group
California
$657K – – –
HAG
579
HF Advisory Group
Maryland
$656K -$1.85K -35 -0.3%
BI
580
Berkeley Inc
Idaho
$645K +$323K +6,104 +100%
MA
581
MKT Advisors
California
$643K -$1.58K -30 -0.2%
HCM
582
Hengehold Capital Management
Ohio
$640K – – –
VPWA
583
Vestia Personal Wealth Advisors
Indiana
$639K -$10.8K -205 -2%
PNC Financial Services Group
584
PNC Financial Services Group
Pennsylvania
$637K -$1.32M -24,935 -67%
6F
585
626 Financial
Michigan
$636K -$124K -2,351 -16%
DA
586
Detalus Advisors
Missouri
$631K – – –
WP
587
WealthPLAN Partners
Nebraska
$630K -$167K -3,158 -21%
BFG
588
Beacon Financial Group
Texas
$623K +$23.3K +441 +4%
Natixis Advisors
589
Natixis Advisors
Massachusetts
$610K +$75.2K +1,423 +14%
SEI Investments
590
SEI Investments
Pennsylvania
$601K +$32.1K +607 +6%
SF
591
Safeguard Financial
Wisconsin
$601K -$285K -5,399 -32%
KA
592
Kovack Advisors
Florida
$601K -$25.8K -489 -4%
FTDI
593
First Trust Direct Indexing
Massachusetts
$600K – – –
NS
594
NBC Securities
Alabama
$597K -$211 -4 -0%
CL
595
COWA LLC
Oklahoma
$592K -$5.02K -95 -0.8%
FCP
596
Fidelis Capital Partners
Florida
$590K +$590K +11,095 New
CB
597
Community Bank
New York
$587K -$11.9K -225 -2%
D
598
Diversified
Delaware
$584K +$2.27K +43 +0.4%
DE
599
Diversified Enterprises
Delaware
$584K +$584K +11,040 New
LJAC
600
L.J. Altfest & Co
New York
$581K -$31.1K -589 -5%
22 23
24
25 26