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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 %
EWM
176
Executive Wealth Management
Michigan
$15M -$237K -4,478 -2%
YCG
177
Yeomans Consulting Group
Georgia
$15M +$11M +207,737 +275%
GLR
178
Great Lakes Retirement
Ohio
$14.8M +$41.4K +783 +0.3%
HFS
179
Horizon Financial Services
North Carolina
$14.7M +$288K +5,456 +2%
CIM
180
Confluence Investment Management
Missouri
$14.4M -$5.17M -97,830 -26%
ACA
181
Ackerman Capital Advisors
Texas
$14.4M +$197K +3,718 +1%
CG
182
Cynosure Group
Utah
$14.4M +$888K +16,794 +7%
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$14.1M -$233K -4,411 -2%
PWG
184
Private Wealth Group
Florida
$13.9M -$256K -4,836 -2%
MWM
185
Meridian Wealth Management
Kentucky
$13.8M -$4.92K -93 -0%
MFA
186
Millington Financial Advisors
Illinois
$13.6M +$1.24M +23,499 +10%
RWM
187
Reston Wealth Management
Virginia
$13.3M +$145K +2,735 +1%
HSWS
188
Higgins & Schmidt Wealth Strategies
Colorado
$13.2M +$594K +11,240 +5%
AWS
189
Atria Wealth Solutions
New York
$13.2M +$8.78K +166 +0.1%
AWM
190
Axxcess Wealth Management
California
$13.2M +$1.97M +37,292 +18%
KWM
191
Kingsview Wealth Management
Oregon
$13.1M -$1.12M -21,112 -8%
SF
192
Symphony Financial
Texas
$13M +$549K +10,419 +4%
NECFA
193
New England Capital Financial Advisors
Connecticut
$12.6M -$212K -4,018 -2%
VCP
194
Verus Capital Partners
Arizona
$12.3M +$77.9K +1,473 +0.6%
NC
195
NewSquare Capital
Pennsylvania
$12.3M +$6.9M +130,497 +127%
MPM
196
Meritage Portfolio Management
Kansas
$12M +$218K +4,129 +2%
ORG
197
Optimist Retirement Group
Washington
$11.9M +$85.6K +1,619 +0.7%
DAS
198
Diversify Advisory Services
Utah
$11.7M +$1.33M +25,003 +13%
SFP
199
Strategic Financial Partners
Oregon
$11.6M +$2.88M +54,567 +33%
PA
200
Probity Advisors
Texas
$11.6M +$861K +16,282 +8%
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