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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.

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
1
Envestnet Asset Management
Illinois
$665M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$170M
3
LPL Financial
3
LPL Financial
California
$2.07B
4
Bank of America
4
Bank of America
North Carolina
$405M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$84.1M

Top Sellers

1
DWM
1
Dynasty Wealth Management
Florida
$185M
2
HI
2
Horizon Investments
North Carolina
$76.5M
3
MYIA
3
Mount Yale Investment Advisors
Colorado
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$85.4M
5
SFC
5
Strategic Financial Concepts
Texas
$939K
Name Market Value Shares Shares
Change 		Shares
Change %
HI
51
Horizon Investments
North Carolina
$76.5M 1,447,458 -2,294,656 -61%
Wells Fargo
52
Wells Fargo
California
$69.7M 1,318,759 +83,201 +7%
GLA
53
Good Life Advisors
Pennsylvania
$68.2M 1,291,099 +233,974 +22%
Goldman Sachs
54
Goldman Sachs
New York
$66.6M 1,259,918 -221,572 -15%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$65.8M 1,244,963 +358,096 +40%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$64.5M 1,220,840 +1,322 +0.1%
NA
57
Nottingham Advisors
New York
$62.5M 1,183,017 +4,529 +0.4%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$60.8M 1,149,600 +87,493 +8%
KA
59
Klingman & Associates
New York
$58.7M 1,110,654 -3,138 -0.3%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$58.5M 1,105,992 +4,649 +0.4%
NB
61
Nicolet Bankshares
Wisconsin
$56.8M 1,074,161 -11,631 -1%
Stifel Financial
62
Stifel Financial
Missouri
$55M 1,041,204 -216,323 -17%
CFG
63
Compton Financial Group
Maryland
$50.3M 951,791 +86,119 +10%
IWM
64
IHT Wealth Management
Illinois
$48.5M 918,498 +96,168 +12%
EWA
65
ERTS Wealth Advisors
Michigan
$48.3M 914,539 -22,097 -2%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$46.8M 885,441 +62,742 +8%
AF
67
Arrow Financial
New York
$46.4M 877,479 -40,961 -4%
WH
68
Whitcomb & Hess
Ohio
$46M 869,592 -14,944 -2%
AI
69
Accredited Investors
Minnesota
$45.7M 863,821 -15,476 -2%
Prudential Financial
70
Prudential Financial
New Jersey
$44.7M 844,939 +113,537 +16%
MML Investors Services
71
MML Investors Services
Massachusetts
$40.5M 767,014 +131,270 +21%
CA
72
CoreCap Advisors
Michigan
$40.4M 764,567 +38,272 +5%
RJA
73
Raymond James & Associates
Florida
$40.3M 762,790 +78,717 +12%
PIA
74
Perennial Investment Advisors
California
$40.1M 758,958 -26,864 -3%
MWM
75
Modern Wealth Management
Kansas
$39.9M 754,849 +423,134 +128%
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