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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

850 hedge funds and large institutions have $18.4B invested in SPDR Portfolio S&P 500 Value ETF in 2024 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 359 increasing their positions, 288 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
+12
Holders Change %
+1.43%
% of All Funds
12.32%
Holding in Top 10
137
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.79%
% of All Funds
1.99%
New
95
Increased
359
Reduced
288
Closed
70
Calls
$12.2M
Puts
$366K
Net Calls
+$11.9M
Net Calls Change
-$2.54M

Top Buyers

1
LPL Financial
LPL Financial
California
+$107M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$85.8M
3
MYIA
Mount Yale Investment Advisors
Colorado
+$68.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$67.2M
5
OWA
Octavia Wealth Advisors
Ohio
+$66.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$447M
2
Morgan Stanley
Morgan Stanley
New York
-$374M
3
Osaic Holdings
Osaic Holdings
Arizona
-$216M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$206M
5
HI
Horizon Investments
North Carolina
-$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
226
Auour Investments
Massachusetts
$6.73M -$9.37K -187 -0.1%
MWM
227
Merriman Wealth Management
Washington
$6.62M -$137K -2,733 -2%
WFPG
228
Waller Financial Planning Group
Ohio
$6.61M +$1.14M +22,661 +21%
FNWM
229
Financial Network Wealth Management
Utah
$6.57M +$6.57M +134,593 New
IWN
230
Independent Wealth Network
Iowa
$6.52M -$117K -2,345 -2%
GFG
231
Goldstone Financial Group
Illinois
$6.43M +$1.26M +25,091 +24%
FIM
232
Freedom Investment Management
Connecticut
$6.31M -$594K -11,860 -9%
ICG
233
InterOcean Capital Group
Tennessee
$6.3M +$39.6K +790 +0.6%
AFTS
234
American Financial & Tax Strategies
New York
$6.3M +$18K +359 +0.3%
SC
235
Savant Capital
Illinois
$6.28M -$264K -5,262 -4%
IPW
236
Intergy Private Wealth
Colorado
$6.16M -$6.81K -136 -0.1%
UCFA
237
United Capital Financial Advisors
Texas
$6.12M -$913K -18,220 -13%
BWM
238
BCS Wealth Management
Tennessee
$6.05M -$162K -3,240 -3%
Millennium Management
239
Millennium Management
New York
$6.04M +$6.04M +120,496 New
SCP
240
Stevens Capital Partners
Nebraska
$5.99M -$4.75M -94,727 -44%
IA
241
IFP Advisors
Florida
$5.98M -$42.6K -851 -0.7%
OAM
242
Occidental Asset Management
California
$5.92M -$16.5K -329 -0.3%
JWCA
243
J.W. Cole Advisors
Florida
$5.92M -$1.1K -22 -0%
PFG
244
Pacific Financial Group
Washington
$5.88M -$556K -11,097 -9%
SF
245
Summit Financial
New Jersey
$5.87M +$284K +5,664 +5%
CFG
246
Cooper Financial Group
California
$5.87M -$46.9K -936 -0.8%
PFG
247
PAX Financial Group
Texas
$5.86M -$348K -6,946 -6%
SWA
248
Stratos Wealth Advisors
Ohio
$5.78M +$1.93M +38,527 +50%
LFAS
249
Level Four Advisory Services
Texas
$5.78M +$204K +4,379 +4%
AWA
250
Arete Wealth Advisors
Illinois
$5.69M +$568K +11,331 +11%
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10
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