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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
Envestnet Asset Management
Illinois
$665M
2
CCMG
Clark Capital Management Group
Pennsylvania
$170M
3
LPL Financial
LPL Financial
California
$2.07B
4
Bank of America
Bank of America
North Carolina
$405M
5
Financial Engines Advisors
Financial Engines Advisors
California
$4.05B

Top Sellers

1
DWM
Dynasty Wealth Management
Florida
$185M
2
HI
Horizon Investments
North Carolina
$76.5M
3
MYIA
Mount Yale Investment Advisors
Colorado
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$85.4M
5
SFC
Strategic Financial Concepts
Texas
$939K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
151
Integrated Wealth Concepts
Massachusetts
$18.5M +$324K +6,122 +2%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$18.4M +$820K +15,512 +5%
MA
153
MONECO Advisors
Connecticut
$18.4M +$3.09M +58,376 +20%
NL
154
Navalign LLC
California
$18M -$260K -4,910 -1%
AAS
155
Avantax Advisory Services
Texas
$17.8M +$1.58M +29,807 +10%
LFG
156
Larson Financial Group
Missouri
$17.8M -$1.2M -22,759 -6%
Truist Financial
157
Truist Financial
North Carolina
$17.7M +$1.52M +28,813 +9%
GAG
158
Goodman Advisory Group
Massachusetts
$17.5M +$17.5M +331,593 New
FTS
159
Fifth Third Securities
Ohio
$17.4M +$1.08M +20,359 +7%
1IA
160
1834 Investment Advisors
Wisconsin
$17.3M +$2.85M +53,966 +20%
WAOI
161
Wealth Advisors of Iowa
Iowa
$17M +$17M +322,286 New
ML
162
McAdam LLC
Pennsylvania
$16.7M +$440K +8,321 +3%
SWM
163
SilverOak Wealth Management
Minnesota
$16.6M +$392K +7,412 +2%
SIG
164
Sargent Investment Group
Maryland
$16.4M +$7.14M +134,993 +77%
FHC
165
First Heartland Consultants
Missouri
$16.3M +$84.9K +1,607 +0.5%
DFG
166
Demars Financial Group
Washington
$16.1M +$489K +9,248 +3%
AssetMark Inc
167
AssetMark Inc
California
$16.1M -$3.12M -59,090 -16%
KPWS
168
Kestra Private Wealth Services
Texas
$16.1M +$1.45M +27,391 +10%
Mirae Asset Global Investments
169
Mirae Asset Global Investments
South Korea
$15.8M -$1.05M -20,000 -6%
DC
170
Destiny Capital
Colorado
$15.6M +$995K +19,076 +7%
EFH
171
Eaton Financial Holdings
Florida
$15.5M +$15.5M +293,619 New
JSW
172
Journey Strategic Wealth
New Jersey
$15.5M +$15.5M +293,201 New
DI
173
Diligent Investors
California
$15.5M -$348K -6,581 -2%
AFA
174
AA Financial Advisors
Ohio
$15.5M +$4.87M +92,056 +46%
SW
175
SteelPeak Wealth
California
$15.2M -$1.05M -19,925 -6%
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