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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.

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 Market Value Shares Shares
Change 		Shares
Change %
FAM
876
Flaharty Asset Management
Florida
$32.6K 617 +617 New
CHA
877
Carmichael Hill & Associates
Maryland
$31.2K 591 – –
FDCP
878
Foster Dykema Cabot & Partners
Massachusetts
$30.1K 569 – –
PA
879
Pineridge Advisors
Missouri
$29K 548 -5,985 -92%
BCWM
880
Bartlett & Co Wealth Management
Ohio
$28.8K 544 – –
AT
881
Arlington Trust
Alabama
$28.3K 535 – –
SWM
882
Sanctuary Wealth Management
Idaho
$26.9K 509 – –
OW
883
Olistico Wealth
Oklahoma
$26K 492 -130 -21%
CTC
884
Central Trust Company
Missouri
$26K 491 +327 +199%
CFO
885
CVA Family Office
Colorado
$25.4K 480 – –
SAM
886
Smartleaf Asset Management
Massachusetts
$24.6K 466 -1 -0.2%
HFM
887
Hartford Financial Management
Connecticut
$22.2K 420 -39 -8%
FHA
888
First Horizon Advisors
Tennessee
$22K 417 -144 -26%
CA
889
Crewe Advisors
Utah
$21.6K 409 -143 -26%
Kayne Anderson Rudnick Investment Management
890
Kayne Anderson Rudnick Investment Management
California
$21.4K 404 -178 -31%
Deutsche Bank
891
Deutsche Bank
Germany
$21.1K 400 -400 -50%
WI
892
Wintrust Investments
Illinois
$20K 384 +384 New
GPFA
893
Game Plan Financial Advisors
Ohio
$19.8K 375 – –
HDIM
894
Hanson & Doremus Investment Management
Vermont
$19K 353 – –
BlackRock
895
BlackRock
New York
$18.3K 347 -10 -3%
FMII
896
Farmers & Merchants Investments Inc
Nebraska
$18K 340 – –
CPA
897
Cardiff Park Advisors
California
$17.3K 328 – –
CHC
898
City Holding Co
West Virginia
$16.6K 315 – –
TRCT
899
Tower Research Capital (TRC)
New York
$16.1K 305 +278 +1,030%
WTC
900
WhitTier Trust Company
Nevada
$15.9K 301 -458 -60%
34 35
36
37 38