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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 %
VBFP
201
Valtinson Bruner Financial Planning
Minnesota
$11.5M +$763K +14,430 +7%
SC
202
Savant Capital
Illinois
$11.3M -$580K -10,967 -5%
WAP
203
Wealthcare Advisory Partners
Pennsylvania
$11.2M +$842K +15,926 +8%
CWA
204
Centennial Wealth Advisory
Michigan
$11.2M +$6.43M +121,638 +134%
FC
205
Financial Council
Maryland
$11.2M +$189K +3,578 +2%
SWM
206
Spire Wealth Management
Virginia
$11M +$377K +7,131 +4%
WI
207
WrapManager Inc
California
$11M +$377K +7,138 +4%
SSW
208
Stone Summit Wealth
Florida
$10.9M +$171K +3,233 +2%
HA
209
Hofer & Associates
California
$10.8M +$188K +3,556 +2%
GIA
210
GHP Investment Advisors
Colorado
$10.8M +$338K +6,391 +3%
CCFM
211
Clear Creek Financial Management
Washington
$10.4M -$45.7K -864 -0.4%
Legacy Financial Group (Iowa)
212
Legacy Financial Group (Iowa)
Iowa
$10.4M +$126K +2,383 +1%
FPIS
213
Financial Planning & Information Services
Wisconsin
$10.3M +$1.35M +25,485 +15%
HBT
214
Hills Bank & Trust
Iowa
$10.2M +$670K +12,682 +7%
PFG
215
PAX Financial Group
Texas
$10.2M +$4.02M +75,998 +65%
M&T Bank
216
M&T Bank
New York
$10.1M -$2.24M -42,458 -18%
SF
217
Summit Financial
New Jersey
$9.96M +$2.29M +43,350 +30%
PWM
218
Power Wealth Management
Georgia
$9.88M +$1.27M +23,958 +15%
SOS
219
Silver Oak Securities
Tennessee
$9.87M +$2.62M +50,030 +36%
CWM
220
Collaborative Wealth Management
Florida
$9.71M +$390K +7,383 +4%
SGWM
221
Sterling Group Wealth Management
California
$9.56M -$6.58M -124,561 -41%
JWS
222
Juncture Wealth Strategies
Arizona
$9.54M -$918K -17,376 -9%
GG
223
GenWealth Group
New Jersey
$9.52M +$139K +2,624 +1%
OHIS
224
Oak Harvest Investment Services
Texas
$9.37M +$243K +4,592 +3%
Tudor Investment Corp
225
Tudor Investment Corp
Connecticut
$9.28M +$7.26M +137,400 +360%
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