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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 %
JWA
826
JFS Wealth Advisors
Pennsylvania
$148K +$370 +7 +0.3%
CT
827
Colonial Trust
South Carolina
$148K – – –
PFM
828
Phillips Financial Management
Indiana
$140K -$32K -606 -19%
EWA
829
EverSource Wealth Advisors
Alabama
$139K -$450K -8,509 -76%
NIC
830
Northwest Investment Counselors
Oregon
$137K +$137K +2,587 New
JFGIW
831
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$133K +$27.4K +519 +26%
CIR
832
Clear Investment Research
Georgia
$124K +$124K +2,340 New
TIM
833
Thompson Investment Management
Wisconsin
$122K – – –
HWA
834
Heritage Wealth Advisors
Virginia
$116K – – –
TCOV
835
Trust Company of Vermont
Vermont
$108K – – –
ADL
836
Asset Dedication LLC
California
$108K +$44.6K +844 +71%
UFAC
837
Urban Financial Advisory Corp
Illinois
$106K +$106K +2,012 New
MSG
838
Main Street Group
Virginia
$106K -$16.6K -314 -14%
BFS
839
Bare Financial Services
Pennsylvania
$106K – – –
BTI
840
Blue Trust Inc
Georgia
$90.9K +$25.3K +518 +38%
BA
841
Ballast Advisors
Minnesota
$90.8K -$1.27K -24 -1%
FFWM
842
Future Financial Wealth Management
Ohio
$86K +$86K +1,627 New
NFSG
843
Newbridge Financial Services Group
Florida
$81.9K -$5.29K -100 -6%
National Bank of Canada
844
National Bank of Canada
Quebec, Canada
$79.6K – – –
TCG
845
Transcendent Capital Group
Oklahoma
$79.1K – – –
NL
846
NVWM LLC
Pennsylvania
$77.2K – – –
CPG
847
Cornerstone Planning Group
New Jersey
$73.8K -$753K -14,326 -91%
RFA
848
Register Financial Advisors
Georgia
$73.2K – – –
TIM
849
Tortoise Investment Management
New York
$70.3K – – –
VWM
850
Venturi Wealth Management
Texas
$70K +$10.7K +202 +18%
32 33
34
35 36