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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
FHA
5
Flagship Harbor Advisors
Massachusetts
$84.1M

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 %
KIM
976
Kestra Investment Management
Texas
– – -5,951 Closed
SFS
977
Security Financial Services
Indiana
– – -5,559 Closed
JFG
978
JMG Financial Group
Illinois
– – -4,964 Closed
IAIM
979
International Assets Investment Management
Florida
– – -4,903 Closed
TC
980
TAP Consulting
Missouri
– – -4,679 Closed
MSFS
981
Main Street Financial Solutions
Pennsylvania
– – -4,608 Closed
Fisher Asset Management
982
Fisher Asset Management
Washington
– – -4,427 Closed
MCA
983
MSH Capital Advisors
Arizona
– – -4,336 Closed
WWS
984
Wellington Wealth Strategies
Indiana
– – -4,115 Closed
FWP
985
FAS Wealth Partners
Kansas
– – -2,024 Closed
WIA
986
Wetzel Investment Advisors
Indiana
– – -2,022 Closed
CSWM
987
Cassady Schiller Wealth Management
Ohio
– – -913 Closed
TWP
988
Triad Wealth Partners
Kansas
– – -779 Closed
EC
989
EdgeRock Capital
Colorado
– – -625 Closed
HR
990
Howe & Rusling
New York
– – -411 Closed
BFA
991
Brown Financial Advisors
Ohio
– – -262 Closed
GWSA
992
Global Wealth Strategies & Associates
Colorado
– – -152 Closed
TWC
993
TD Waterhouse Canada
Ontario, Canada
– – -93 Closed
FWA
994
FSC Wealth Advisors
New York
– – -78 Closed
RS
995
Rakuten Securities
Japan
– – -1 Closed
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