SPYV icon

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 %
BWG
76
Balanced Wealth Group
Ohio
$38.4M 788,568 -730,615 -48%
CFD
77
Creative Financial Designs
Indiana
$38M 719,207 -41,657 -5%
AIA
78
Alera Investment Advisors
Illinois
$37.6M 710,471 -17,778 -2%
CA
79
CGN Advisors
Kansas
$37.5M 710,051 +135,430 +24%
WF
80
Williams Financial
Vermont
$37.1M 702,694 +12,908 +2%
Envestnet Portfolio Solutions
81
Envestnet Portfolio Solutions
Illinois
$37.1M 701,496 -27,668 -4%
FWI
82
Facet Wealth Inc
Maryland
$37.1M 709,658 -58,681 -8%
WCAMG
83
Woodard & Company Asset Management Group
North Carolina
$35.2M 666,836 +42,384 +7%
Corient Private Wealth
84
Corient Private Wealth
Florida
$34.3M 648,305 +25,664 +4%
FFS
85
Founders Financial Securities
Maryland
$34.1M 645,597 -21,174 -3%
SFM
86
Signet Financial Management
New Jersey
$33.8M 639,951 +1,462 +0.2%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$33.2M 628,845 +179,235 +40%
BEI
88
Benjamin Edwards Inc
Missouri
$33M 623,960 +581,565 +1,372%
PS
89
Principal Securities
Iowa
$32.5M 614,932 +614,392 +113,776%
BW
90
BIP Wealth
Georgia
$32.3M 611,737 +25,551 +4%
EDRIA
91
Edmonds Duncan Registered Investment Advisors
Kansas
$31.9M 603,545 +41,623 +7%
AWM
92
Avior Wealth Management
Nebraska
$31.7M 599,173 +12,132 +2%
VC
93
Vicus Capital
Pennsylvania
$30.7M 579,993 +12,594 +2%
IWA
94
Inspirion Wealth Advisors
Illinois
$30.1M 569,290 -9,619 -2%
TVAMP
95
Tennessee Valley Asset Management Partners
Tennessee
$29.7M 561,536 +15,236 +3%
Northern Trust
96
Northern Trust
Illinois
$29.4M 555,462 -1,977 -0.4%
RA
97
Riversedge Advisors
Delaware
$28.6M 540,478 +5,957 +1%
PFS
98
Prospera Financial Services
Texas
$28.5M 538,683 +481,801 +847%
SWP
99
Stratos Wealth Partners
Ohio
$28.4M 537,606 +73,211 +16%
CWM
100
Cordatus Wealth Management
Pennsylvania
$28.1M 531,029 +477,741 +897%
2 3
4
5 6