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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 %
VCM
926
Versant Capital Management
Arizona
$4.44K 84 – –
CAM
927
Creekmur Asset Management
Illinois
$4.43K 84 +1 +1%
SWC
928
Spectrum Wealth Counsel
Indiana
$4.23K 80 – –
RFG
929
REAP Financial Group
Texas
$4.23K 80 – –
SIC
930
SJS Investment Consulting
Ohio
$4.01K 76 – –
WWP
931
WR Wealth Planners
Missouri
$3.22K 61 +61 New
SHIM
932
Stone House Investment Management
Pennsylvania
$3.18K 60 – –
FP
933
Financial Perspectives
Minnesota
$3.02K 57 – –
HFS
934
Hantz Financial Services
Michigan
$3K 60 – –
JIP
935
Jaffetilchin Investment Partners
Florida
$2.43K 46 +46 New
HT
936
Headlands Technologies
Illinois
$2.38K 45 -4,610 -99%
RDFA
937
Ritter Daniher Financial Advisory
Ohio
$1.8K 34 +34 New
TF
938
Tompkins Financial
New York
$1.59K 30 -4 -12%
TFA
939
Toth Financial Advisory
Virginia
$1.42K 27 – –
EFP
940
EnRich Financial Partners
Wisconsin
$1.16K 22 – –
OP
941
ORG Partners
Indiana
$1.01K 19 -754 -98%
BCMLT
942
Beacon Capital Management LLC (Tennessee)
Tennessee
$634 12 – –
FCMT
943
Founders Capital Management (Texas)
Texas
$220 4 – –
SC
944
Swan Capital
Florida
$211 4 +4 New
DFA
945
DHJJ Financial Advisors
Illinois
$162 3 – –
VCM
946
Viewpoint Capital Management
Washington
$105 2 +2 New
CMP
947
Coston McIsaac & Partners
Maine
$101 1,917 – –
BWP
948
Baldwin Wealth Partners
Massachusetts
$53 1 – –
HNB
949
Huntington National Bank
Ohio
– – – –
PA
950
Parallel Advisors
California
$53 1 – –
36 37
38
39 40