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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
$665M
2
CCMG
Clark Capital Management Group
Pennsylvania
$170M
3
LPL Financial
LPL Financial
California
$2.07B
4
Bank of America
Bank of America
North Carolina
$405M
5
Financial Engines Advisors
Financial Engines Advisors
California
$4.05B

Top Sellers

1
DWM
Dynasty Wealth Management
Florida
$185M
2
HI
Horizon Investments
North Carolina
$76.5M
3
MYIA
Mount Yale Investment Advisors
Colorado
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$85.4M
5
SFC
Strategic Financial Concepts
Texas
$939K
Name Holding Trade Value Shares
Change 		Shares
Change %
HVIA
651
Hudson Valley Investment Advisors
New York
$432K -$192K -3,639 -31%
BBNA
652
Bremer Bank National Association
Minnesota
$431K – – –
TI
653
Truepoint Inc
Ohio
$427K -$16.3K -309 -4%
TPWM
654
Twelve Points Wealth Management
Massachusetts
$427K -$27.6K -523 -6%
BI
655
Ballast Inc
Kentucky
$427K +$17.7K +334 +4%
LSA
656
Lion Street Advisors
Texas
$426K +$189K +3,577 +80%
FFBTD
657
First Financial Bank - Trust Division
Ohio
$426K – – –
CCA
658
Clarity Capital Advisors
Florida
$424K +$2.22K +42 +0.5%
HFS
659
Hoge Financial Services
Pennsylvania
$422K +$2.22K +42 +0.5%
SL
660
SWMG LLC
Texas
$422K -$305K -5,648 -42%
AWM
661
Aviso Wealth Management
Washington
$416K -$52.5K -993 -11%
CWS
662
Confluence Wealth Services
Pennsylvania
$415K -$676K -12,789 -62%
LIA
663
Lynx Investment Advisory
District of Columbia
$413K +$2.17K +41 +0.5%
GC
664
Grimes & Company
Massachusetts
$411K +$38K +719 +10%
MA
665
MCF Advisors
Kentucky
$411K – – –
CFG
666
Copley Financial Group
California
$409K +$409K +7,738 New
WGCA
667
Wolf Group Capital Advisors
Virginia
$409K +$127K +2,941 +45%
EAM
668
Empirical Asset Management
Massachusetts
$409K +$115K +2,174 +39%
CL
669
Choreo LLC
Illinois
$409K +$409K +7,752 New
SAG
670
SageView Advisory Group
California
$408K -$345K -6,527 -46%
WA
671
Win Advisors
Florida
$405K +$405K +7,657 New
WSFS
672
Wilmington Savings Fund Society
Delaware
$404K +$404K +7,650 New
HA
673
Herold Advisors
New York
$404K +$19.6K +370 +5%
LWA
674
Lantern Wealth Advisors
New York
$404K +$19.6K +370 +5%
SWIM
675
Smallwood Wealth Investment Management
New Jersey
$401K – – –
25 26
27
28 29