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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 %
FM
851
Family Management
New York
$66.9K – – –
OIA
852
Optimum Investment Advisors
Illinois
$63.4K – – –
FFC
853
First Financial Corp
Indiana
$61.2K -$16.4K -311 -21%
M
854
MOTCO
Texas
$58.6K – – –
WIM
855
Westside Investment Management
California
$58.3K -$8.14K -154 -12%
ACA
856
Atlas Capital Advisors
Wyoming
$57.9K – – –
OLVIG
857
Oliver Lagore Vanvalin Investment Group
Michigan
$56.9K – – –
QCG
858
Quadrant Capital Group
Ohio
$52.9K – – –
AIC
859
Archer Investment Corporation
Indiana
$52.9K +$52.9K +1,000 New
VAMG
860
Voisard Asset Management Group
Michigan
$52.6K +$8.72K +165 +20%
TSMHT
861
Thurston Springer Miller Herd & Titak
Indiana
$51.4K +$51.4K +972 New
AFWM
862
Abich Financial Wealth Management
Virginia
$47.5K +$9.89K +187 +26%
SC
863
Steph & Co
Wisconsin
$46.8K +$46.8K +885 New
PMFA
864
Plante Moran Financial Advisors
Michigan
$46.1K +$14.1K +267 +44%
APC
865
Aspire Private Capital
North Carolina
$41.3K -$105K -1,992 -72%
FIM
866
FWL Investment Management
Texas
$38.9K -$26.7K -505 -41%
SIC
867
Salem Investment Counselors
North Carolina
$38.4K -$73.9K -1,398 -66%
LIS
868
Legacy Investment Solutions
Idaho
$37.2K +$37.2K +688 New
LWMI
869
Legacy Wealth Management (Idaho)
Idaho
$37.2K +$37.2K +688 New
SSB
870
Sandy Spring Bank
Maryland
$35.7K -$40.3K -762 -53%
WWM
871
Wolff Wiese Magana
California
$34.5K – – –
RIA
872
Realta Investment Advisors
Delaware
$34.4K -$18K -336 -34%
SS
873
Sunbelt Securities
Texas
$33K -$5.97K -113 -15%
OWP
874
ORG Wealth Partners
Texas
$33K +$33K +624 New
CWC
875
Carolinas Wealth Consulting
North Carolina
$32.8K +$159 +3 +0.5%
33 34
35
36 37