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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 %
GSEP
951
Golden State Equity Partners
California
$52 1 +1 New
SFA
952
Semmax Financial Advisors
North Carolina
$50 1 – –
MFA
953
McClarren Financial Advisors
Pennsylvania
$10 52 +4 +8%
MYIA
954
Mount Yale Investment Advisors
Colorado
– – -1,373,876 Closed
SL
955
Systelligence LLC
Minnesota
– – -259,263 Closed
SW
956
SVB Wealth
Massachusetts
– – -256,545 Closed
BFG
957
Buttonwood Financial Group
Missouri
– – -183,953 Closed
GS
958
GTS Securities
New York
– – -182,682 Closed
SA
959
Shilanski & Associates
Alaska
– – -170,227 Closed
Susquehanna International Group
960
Susquehanna International Group
Pennsylvania
– – -123,177 Closed
ITC
961
Inspire Trust Company
Nevada
– – -97,402 Closed
EE
962
EWG Elevate
California
– – -84,313 Closed
TSS
963
Two Sigma Securities
New York
– – -36,739 Closed
OFS
964
OneAscent Financial Services
Alabama
– – -28,661 Closed
WEG
965
World Equity Group
Illinois
– – -20,012 Closed
BMWM
966
Brown Miller Wealth Management
Virginia
– – -17,747 Closed
C
967
Certuity
Florida
– – -12,873 Closed
RA
968
Rational Advisors
New York
– – -11,453 Closed
CIA
969
Capital Investment Advisors
Georgia
– – -9,914 Closed
MHS
970
M Holdings Securities
Oregon
– – -8,810 Closed
HWM
971
Horizon Wealth Management
Illinois
– – -7,559 Closed
AC
972
Arjuna Capital
North Carolina
– – -6,391 Closed
HSA
973
HBK Sorce Advisory
Pennsylvania
– – -6,046 Closed
OC
974
Oppenheimer & Co
New York
– – -5,993 Closed
MAM
975
MMA Asset Management
Pennsylvania
– – -5,957 Closed
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