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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
HG
126
Harbor Group
New Hampshire
$22.9M +$796K +15,065 +4%
LFPWM
127
Leicht Financial Planning & Wealth Management
New Jersey
$22.9M +$878K +16,604 +4%
AA
128
Alesco Advisors
New York
$22.6M -$1.08M -20,492 -5%
CSPIA
129
Cary Street Partners Investment Advisory
Virginia
$22.6M +$754K +14,271 +3%
VH
130
Visionary Horizons
Tennessee
$22.6M +$2.1M +39,804 +10%
WCM
131
Windsor Capital Management
Arizona
$22.5M +$44.8K +848 +0.2%
SA
132
Sanctuary Advisors
Indiana
$22.3M +$18.7M +341,899 +513%
FCAS
133
First Command Advisory Services
Texas
$22.3M -$2.09M -39,535 -9%
AWM
134
Atticus Wealth Management
Florida
$21M +$575K +10,872 +3%
SW
135
SkyOak Wealth
Michigan
$20.7M +$293K +5,535 +1%
CC
136
Courier Capital
New York
$20.5M +$1.27M +24,097 +7%
ICMM
137
Integrated Capital Management (Michigan)
Michigan
$20.3M +$20.3M +383,720 New
RPGK
138
Retirement Planning Group (Kansas)
Kansas
$20M -$36.5K -690 -0.2%
PA
139
Prism Advisors
California
$19.9M -$374K -7,072 -2%
PFA
140
Pure Financial Advisors
California
$19.8M -$526K -9,945 -3%
RFS
141
Retirement Financial Solutions
Tennessee
$19.7M +$276K +5,218 +1%
HC
142
Hamilton Capital
Ohio
$19.5M +$1.06M +20,253 +6%
MOS
143
MGO One Seven
Ohio
$19.2M +$6.4M +121,019 +50%
LGW
144
Leslie Global Wealth
Illinois
$18.9M +$645K +12,209 +4%
FA
145
Freestate Advisors
Kansas
$18.8M +$18.8M +356,543 New
BCM
146
Brookstone Capital Management
Illinois
$18.8M -$954K -18,040 -5%
CWM
147
CarsonAllaria Wealth Management
Illinois
$18.6M -$58.2K -1,101 -0.3%
GRP
148
Global Retirement Partners
California
$18.6M -$1.88M -35,649 -9%
TFA
149
TPG Financial Advisors
Oregon
$18.6M +$565K +10,697 +3%
KFGK
150
Keystone Financial Group (Kentucky)
Kentucky
$18.5M +$18.5M +350,678 New
4 5
6
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