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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 %
CAL
901
Capital Advisors Ltd
Ohio
$15K 275 – –
PFBT
902
Parkside Financial Bank & Trust
Missouri
$14.9K 281 – –
PS
903
Planned Solutions
California
$14.6K 276 +276 New
FCA
904
FinTrust Capital Advisors
South Carolina
$14K 264 +264 New
ANBT
905
American National Bank & Trust
Texas
$13.7K 260 -253 -49%
CTWM
906
Cherry Tree Wealth Management
Minnesota
$13.7K 259 – –
PAG
907
Paladin Advisory Group
Iowa
$13.4K 254 – –
AWM
908
Abound Wealth Management
Tennessee
$13.3K 252 – –
Russell Investments Group
909
Russell Investments Group
United Kingdom
$12.6K 239 +110 +85%
WT
910
Washington Trust
Rhode Island
$11.9K 225 – –
MRCM
911
M&R Capital Management
New Jersey
$11.7K 220 +1 +0.5%
DJSG
912
D.J. St. Germain
Massachusetts
$11.6K 220 – –
LC
913
Lindbrook Capital
California
$11.3K 214 – –
SIS
914
Sound Income Strategies
Florida
$11K 209 +123 +143%
CB
915
CNB Bank
Pennsylvania
$10.2K 193 – –
AW
916
Avion Wealth
Texas
$10K 206 +1 +0.5%
RCM
917
Raleigh Capital Management
North Carolina
$8.78K 166 +166 New
RWA
918
Redmont Wealth Advisors
Illinois
$7.14K 135 – –
PFG
919
Peterson Financial Group
Iowa
$6.36K 120 +120 New
EB
920
Eastern Bank
Massachusetts
$6.34K 120 +120 New
ACM
921
Anfield Capital Management
California
$6.24K 118 – –
AAP
922
Arax Advisory Partners
Colorado
$5.82K 110 – –
CPA
923
Capital Performance Advisors
California
$5.23K 99 +99 New
HB
924
Horizon Bancorp
Indiana
$5K 97 -39 -29%
NFA
925
Northwest Financial Advisors
Virginia
$4.49K 85 +85 New
35 36
37
38 39