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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 %
IP
626
Investment Partners
Ohio
$476K – – –
Bank of Montreal
627
Bank of Montreal
Ontario, Canada
$473K -$6.64K -126 -1%
NW
628
NewEdge Wealth
Pennsylvania
$470K +$470K +8,897 New
KIA
629
Kraematon Investment Advisors
Massachusetts
$469K -$115K -2,179 -20%
CIBC World Market
630
CIBC World Market
Ontario, Canada
$468K -$225K -4,267 -33%
SMA
631
Sage Mountain Advisors
Georgia
$468K – – –
WIA
632
World Investment Advisors
California
$468K +$468K +8,850 New
OC
633
Oarsman Capital
Wisconsin
$468K -$6.03K -114 -1%
JCM
634
Jacobi Capital Management
Pennsylvania
$467K -$8.54M -161,578 -95%
MW
635
MBL Wealth
North Carolina
$467K +$10.6K +200 +2%
TWM
636
Trueblood Wealth Management
Ohio
$463K -$3.17K -60 -0.7%
PB
637
Pinnacle Bancorp
Nebraska
$460K -$26K -491 -5%
BBPWM
638
Blue Bell Private Wealth Management
Pennsylvania
$457K -$3.96K -75 -0.9%
HAS
639
HBW Advisory Services
California
$453K -$1.27K -24 -0.3%
ST
640
Somerset Trust
Pennsylvania
$453K -$9.46K -179 -2%
TNBTD
641
Trustmark National Bank Trust Department
Mississippi
$453K +$44.4K +839 +11%
FG
642
Fiduciary Group
Georgia
$449K -$3.38K -64 -0.7%
IF
643
Intrua Financial
Texas
$448K +$1.16K +22 +0.3%
BA
644
Bluesphere Advisors
Pennsylvania
$447K +$447K +8,461 New
DAS
645
Dynamic Advisor Solutions
Arizona
$446K -$18.1K -343 -4%
DCM
646
DGS Capital Management
New Jersey
$445K +$1.9K +36 +0.4%
EWA
647
Exencial Wealth Advisors
Oklahoma
$444K +$317 +6 +0.1%
RJT
648
Raymond James Trust
Florida
$443K – – –
JCIA
649
Jackson Creek Investment Advisors
Colorado
$437K +$437K +8,268 New
SW
650
Simplicity Wealth
New Jersey
$433K +$188K +3,555 +77%
24 25
26
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