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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 %
ACA
801
Aptus Capital Advisors
Alabama
$208K +$101K +1,904 +93%
MMA
802
Miracle Mile Advisors
California
$208K +$208K +3,940 New
TAM
803
Tucker Asset Management
Colorado
$207K – – –
AC
804
Asio Capital
Kentucky
$206K +$206K +3,903 New
OA
805
Operose Advisors
Wisconsin
$206K +$58.3K +1,103 +40%
FFA
806
Fragasso Financial Advisors
Pennsylvania
$205K -$129K -2,446 -39%
QWM
807
Quadcap Wealth Management
Texas
$204K +$204K +3,860 New
GWS
808
Glassman Wealth Services
Virginia
$203K – – –
HH
809
Hilltop Holdings
Texas
$202K +$202K +3,815 New
AC
810
Avestar Capital
New York
$201K +$201K +3,810 New
BPA
811
Beacon Pointe Advisors
California
$201K +$201K +3,796 New
TA
812
TFB Advisors
Kansas
$200K +$200K +3,787 New
HF
813
Halpern Financial
Virginia
$200K – – –
RIL
814
Rothschild Investment LLC
Illinois
$187K +$2.11K +40 +1%
BLC
815
Brown, Lisle/Cummings
Rhode Island
$182K – – –
AA
816
Ancora Advisors
Ohio
$177K +$59.8K +1,132 +51%
DWM
817
Darwin Wealth Management
Florida
$176K +$176K +3,323 New
EWM
818
Evermay Wealth Management
Virginia
$171K -$12.2K -231 -7%
BAM
819
Byrne Asset Management
New Jersey
$170K -$5.2K -10 -3%
PP
820
PrairieView Partners
Minnesota
$168K +$1.32K +25 +0.8%
POIA
821
Pin Oak Investment Advisors
Texas
$159K – – –
ITIM
822
Indiana Trust & Investment Management
Indiana
$152K – – –
NB
823
NBT Bank
New York
$152K +$95.3K +1,803 +169%
CWM
824
Cedar Wealth Management
California
$150K +$29.3K +555 +24%
UCI
825
Uncommon Cents Investing
Wisconsin
$148K +$148K +2,806 New
31 32
33
34 35