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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 %
LWL
676
Leo Wealth LLC
Texas
$398K +$398K +7,539 New
CIA
677
Cascade Investment Advisors
Oregon
$395K +$5.29K +100 +1%
SIA
678
Soltis Investment Advisors
Utah
$394K -$1.96K -37 -0.5%
SF
679
Synovus Financial
Georgia
$390K +$390K +7,370 New
CWM
680
Cahaba Wealth Management
Georgia
$389K -$13.9K -263 -3%
FI
681
FWG Investments
Kentucky
$386K +$2.01K +38 +0.5%
RPCONE
682
Retirement Planning Company of New England
Rhode Island
$379K +$4.97K +94 +1%
ISB
683
Iowa State Bank
Iowa
$375K – – –
BFA
684
Bill Few Associates
Pennsylvania
$371K +$34.1K +646 +10%
CIA
685
Cape Investment Advisory
Georgia
$368K -$32.4K -613 -8%
NFP
686
Narus Financial Partners
Utah
$366K -$17.5K -331 -5%
MSF
687
Mustard Seed Financial
Arkansas
$365K +$3.01K +57 +0.8%
LWM
688
Liberty Wealth Management
California
$361K +$39K +738 +12%
CAM
689
Concorde Asset Management
Michigan
$360K +$360K +6,813 New
FMWA
690
Forvis Mazars Wealth Advisors
Missouri
$358K -$15.6K -295 -4%
GFG
691
Greystone Financial Group
Michigan
$358K +$2.96K +56 +0.8%
GWMR
692
GC Wealth Management RIA
Massachusetts
$357K – – –
WAS
693
Wealth Advisory Solutions
Indiana
$357K -$34.6K -654 -9%
VF
694
Vawter Financial
Ohio
$351K – – –
AWM
695
Accel Wealth Management
Iowa
$350K -$21.6K -408 -6%
GAM
696
Grandview Asset Management
Pennsylvania
$350K +$423 +8 +0.1%
RWPA
697
Richard W. Paul & Associates
Michigan
$347K -$1.69K -32 -0.5%
RPC
698
Rossmore Private Capital
Connecticut
$346K – – –
TCMP
699
Thrive Capital Management (Pennsylvania)
Pennsylvania
$345K -$24.9K -471 -7%
AWM
700
Accurate Wealth Management
Florida
$336K +$51.5K +962 +18%
26 27
28
29 30