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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 %
MFT
776
Moisand Fitzgerald Tamayo
Florida
$240K -$49.3K -932 -17%
SEIA
777
Signature Estate & Investment Advisors
California
$239K +$239K +4,520 New
ESB
778
Essex Savings Bank
Connecticut
$239K -$57.1K -1,081 -19%
ES
779
ETF Store
Kansas
$236K +$5.08K +96 +2%
RWM
780
RKL Wealth Management
Pennsylvania
$236K +$236K +4,459 New
NPF
781
Norris Perne & French
Michigan
$235K – – –
SWM
782
SFG Wealth Management
Maryland
$233K -$19.5K -368 -8%
RWM
783
Rockwood Wealth Management
Pennsylvania
$231K +$159 +3 +0.1%
VNA
784
Valley National Advisers
Pennsylvania
$230K – – –
NCM
785
Northwest Capital Management
Oregon
$229K – – –
HCMG
786
Howard Capital Management Group
California
$226K – – –
VC
787
Veracity Capital
Georgia
$222K – – –
MAS
788
Meeder Advisory Services
Ohio
$222K +$222K +4,194 New
QFA
789
Quantum Financial Advisors
California
$221K +$221K +4,175 New
FWM
790
Forza Wealth Management
Florida
$220K – – –
VIM
791
Vista Investment Management
Pennsylvania
$220K +$687 +13 +0.3%
WCFA
792
Walkner Condon Financial Advisors
Wisconsin
$219K -$2.8K -53 -1%
GI
793
Gradient Investments
Minnesota
$218K -$1.14M -21,548 -84%
BOSSRA
794
B.O.S.S. Retirement Advisors
Utah
$217K +$217K +4,100 New
AP
795
Atwood & Palmer
Missouri
$215K – – –
CHP
796
Cable Hill Partners
Oregon
$212K +$212K +4,010 New
LA
797
LexAurum Advisors
Kansas
$211K +$211K +4,000 New
PSIWM
798
Paradigm Strategies in Wealth Management
Minnesota
$211K +$211K +4,000 New
CPRC
799
Consolidated Portfolio Review Corp
New York
$211K -$9.04K -171 -4%
PCG
800
Prosperity Consulting Group
Maryland
$211K +$211K +3,984 New
30 31
32
33 34