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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
2.03%
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
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 %
TW
601
TrinityPoint Wealth
Connecticut
$576K +$55.9K +1,058 +11%
IFPL
602
Investments & Financial Planning LLC
Kentucky
$575K -$8.35K -158 -1%
TCM
603
Twin Capital Management
Pennsylvania
$574K +$1.9K +36 +0.3%
CIC
604
Carnegie Investment Counsel
Ohio
$571K +$47.7K +902 +9%
BAM
605
Belpointe Asset Management
Nevada
$569K +$569K +10,768 New
ST
606
Smithfield Trust
Pennsylvania
$560K +$222K +4,200 +66%
PFGIA
607
Patriot Financial Group Insurance Agency
Massachusetts
$550K +$25.7K +486 +5%
TFG
608
Tilson Financial Group
New Jersey
$547K -$35.1K -664 -6%
BCM
609
BTC Capital Management
Iowa
$544K +$544K +10,295 New
CS
610
Crescent Sterling
Louisiana
$540K -$53 -1 -0%
FFG
611
Frisch Financial Group
New York
$533K -$2.54K -48 -0.5%
CW
612
CreativeOne Wealth
Kansas
$533K +$108K +2,035 +25%
HIP
613
HUB Investment Partners
Texas
$532K – – –
SIA
614
Schechter Investment Advisors
Michigan
$530K +$211 +4 +0%
AA
615
AlphaMark Advisors
Kentucky
$521K +$49.2K +931 +10%
AWA
616
Arbor Wealth Advisors
Michigan
$510K – – –
SWMG
617
Sanchez Wealth Management Group
Florida
$503K -$6.19K -117 -1%
AWA
618
Acorn Wealth Advisors
Michigan
$501K +$7.56K +143 +2%
IF
619
Ironwood Financial
Arizona
$499K – – –
MG
620
Mather Group
Illinois
$495K -$43.2K -817 -8%
DC
621
Darrow Company
Massachusetts
$494K +$1.84K +35 +0.4%
FGA
622
Fortis Group Advisors
New Jersey
$491K -$136K -2,569 -22%
PCA
623
Prosperity Capital Advisors
Ohio
$487K +$52.8K +998 +12%
WAM
624
WNY Asset Management
New York
$486K -$68.1K -1,288 -12%
SB
625
Strategic Blueprint
Georgia
$483K -$3.17K -60 -0.7%
23 24
25
26 27