SPYV icon

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 %
CA
701
Clearstead Advisors
Ohio
$336K – – –
BP
702
Ballentine Partners
Massachusetts
$336K – – –
Manulife (Manufacturers Life Insurance)
703
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$335K – – –
MCM
704
Mainstream Capital Management
California
$334K +$334K +6,328 New
OAM
705
Oppenheimer Asset Management
New York
$332K -$14.1K -266 -4%
Vanguard Group
706
Vanguard Group
Pennsylvania
$329K +$329K +6,232 New
MGW
707
MB Generational Wealth
Washington
$329K – – –
FWM
708
Focused Wealth Management
New York
$329K -$17.4K -330 -5%
DW30
709
Drucker Wealth 3.0
New Jersey
$327K -$25.7K -486 -7%
HWMC
710
Heritage Wealth Management (California)
California
$327K -$12.2K -231 -4%
CAS
711
Coppell Advisory Solutions
Texas
$324K -$50.4K -956 -13%
CAM
712
Costello Asset Management
Pennsylvania
$322K +$282K +5,343 +713%
TCM
713
Traynor Capital Management
Pennsylvania
$321K +$32.4K +613 +11%
CA
714
Continuum Advisory
Idaho
$320K -$51.9K -966 -14%
AWM
715
Apollon Wealth Management
South Carolina
$318K -$25.1K -475 -7%
OSNBOA
716
Old Second National Bank of Aurora
Illinois
$314K -$30.4K -575 -9%
PIA
717
Pinion Investment Advisors
Kansas
$313K – – –
GA
718
GoalVest Advisory
New York
$313K – – –
SG
719
Sharper & Granite
California
$308K +$7.03K +133 +2%
CB
720
Chris Bulman
California
$307K -$290K -5,489 -49%
FCT
721
First Community Trust
Iowa
$307K – – –
TFS
722
Thoroughbred Financial Services
Tennessee
$306K +$306K +5,803 New
ACM
723
Absolute Capital Management
Pennsylvania
$304K +$304K +5,747 New
MC
724
Moors & Cabot
Massachusetts
$304K -$81.9K -1,549 -21%
MCCP
725
Mission Creek Capital Partners
California
$304K -$20.5K -387 -6%
27 28
29
30 31