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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 %
KFS
751
Kaizen Financial Strategies
California
$267K +$846 +16 +0.3%
APWA
752
Atlas Private Wealth Advisors
New Jersey
$266K -$65.9K -1,246 -20%
KCFA
753
Key Client Fiduciary Advisors
New Jersey
$266K +$44.9K +849 +20%
CAAS
754
Capital Asset Advisory Services
Michigan
$266K +$266K +5,063 New
DSA
755
Droms Strauss Advisors
Missouri
$265K – – –
LC
756
LCNB Corp
Ohio
$264K – – –
SFS
757
Stiles Financial Services
Minnesota
$262K -$58.5K -1,106 -18%
CWM
758
Chicago Wealth Management
Illinois
$262K – – –
Optiver Holding
759
Optiver Holding
Netherlands
$261K +$261K +4,937 New
ICMP
760
Integrated Capital Management (Pennsylvania)
Pennsylvania
$260K +$7.56K +143 +3%
KCM
761
KM Capital Management
Texas
$258K -$67.8K -1,282 -21%
SFB
762
STAR Financial Bank
Indiana
$255K +$255K +4,832 New
FB
763
Fulton Bank
Pennsylvania
$254K +$254K +4,813 New
FMN
764
Financial Management Network
California
$254K +$254K +4,810 New
PPWP
765
Proquility Private Wealth Partners
Nevada
$251K -$37.3K -706 -13%
VVP
766
Venture Visionary Partners
Ohio
$250K -$5.07K -96 -2%
FFW
767
Fusion Family Wealth
New York
$249K – – –
GA
768
Goldstein Advisors
Wisconsin
$248K -$19.8K -374 -7%
BWM
769
Brophy Wealth Management
New Hampshire
$247K +$247K +4,664 New
PWP
770
Principle Wealth Partners
Connecticut
$246K +$246K +4,648 New
DC
771
Davenport & Co
Virginia
$245K – – –
VR
772
Valued Retirements
Texas
$245K – – –
WAS
773
Winch Advisory Services
Wisconsin
$243K +$9.04K +171 +4%
SW
774
SMART Wealth
Nebraska
$240K -$52K -984 -18%
SCTC
775
Sanibel Captiva Trust Company
Florida
$240K – – –
29 30
31
32 33