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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
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
Financial Engines Advisors
5
Financial Engines Advisors
California
$4.05B

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 Holding Trade Value Shares
Change 		Shares
Change %
ACI
726
Alpha Cubed Investments
California
$301K +$30.1K +570 +11%
EP
727
Edgestream Partners
New Jersey
$301K -$262K -4,952 -47%
WIM
728
WealthPlan Investment Management
Nebraska
$300K +$300K +5,680 New
T
729
Tidemark
California
$298K -$9.73K -184 -3%
GCP
730
Gill Capital Partners
Colorado
$297K – – –
ATPW
731
Ashton Thomas Private Wealth
Arizona
$297K +$317 +6 +0.1%
TF
732
Tenon Financial
New Jersey
$293K +$293K +5,535 New
SIC
733
Sterling Investment Counsel
New York
$292K – – –
TP
734
Tranquility Partners
Tennessee
$289K – – –
AWM
735
Ariadne Wealth Management
California
$287K +$287K +5,331 New
ICP
736
Interchange Capital Partners
Pennsylvania
$286K – – –
LFA
737
LGT Financial Advisors
Texas
$285K +$51.5K +974 +22%
AFO
738
Arrowroot Family Office
California
$284K +$264 +5 +0.1%
CWP
739
Concord Wealth Partners
Virginia
$284K +$38.1K +720 +15%
KeyBank National Association
740
KeyBank National Association
Ohio
$281K -$21.5K -407 -7%
VCM
741
Virtue Capital Management
Tennessee
$277K +$277K +5,248 New
EFG
742
Everhart Financial Group
Ohio
$277K +$16K +302 +6%
S
743
SignatureFD
Georgia
$276K +$52.6K +996 +24%
ZF
744
Zega Financial
Florida
$276K -$44.2K -837 -14%
PWA
745
Provenance Wealth Advisors
Florida
$275K – – –
BC
746
Brio Consultants
California
$275K -$5.08K -96 -2%
EFG
747
Erickson Financial Group
Pennsylvania
$274K – – –
CA
748
Cambridge Advisors
Nebraska
$271K – – –
VAG
749
VisionPoint Advisory Group
Texas
$270K +$176K +3,333 +188%
IWA
750
Invera Wealth Advisors
Oregon
$267K -$120K -2,231 -31%
28 29
30
31 32