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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

892 hedge funds and large institutions have $18.1B invested in SPDR Portfolio S&P 500 Value ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 386 increasing their positions, 294 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
+42
Holders Change %
+4.94%
% of All Funds
12.97%
Holding in Top 10
132
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.65%
% of All Funds
1.92%
New
92
Increased
386
Reduced
294
Closed
39
Calls
$14.9M
Puts
$29K
Net Calls
+$14.8M
Net Calls Change
+$2.98M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.75B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$3.67B
3
TC
3
TownSquare Capital
Utah
$172M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$194M
5
TCM
5
Tradewinds Capital Management
Washington
$28.5M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$182M
2
Morgan Stanley
2
Morgan Stanley
New York
$433M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$202M
4
EWA
4
ERTS Wealth Advisors
Michigan
$45.7M
5
RIM
5
Redwood Investment Management
Arizona
$5.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
226
CX Institutional
Indiana
$7.48M +$370K +7,601 +5%
SF
227
Summit Financial
New Jersey
$7.07M +$1.36M +27,831 +24%
LWP
228
Laurel Wealth Planning
Minnesota
$7.03M +$56.7K +1,163 +0.8%
GFG
229
Goldstone Financial Group
Illinois
$6.98M +$728K +14,943 +12%
KFI
230
Key Financial Inc
Pennsylvania
$6.9M -$3.22K -66 -0%
CFG
231
Cooper Financial Group
California
$6.9M +$1.19M +24,320 +21%
LA
232
Lynch & Associates
Indiana
$6.81M +$245K +5,030 +4%
SOS
233
Silver Oak Securities
Tennessee
$6.75M -$315K -6,463 -4%
SCP
234
Stevens Capital Partners
Nebraska
$6.69M +$854K +17,516 +15%
AI
235
Auour Investments
Massachusetts
$6.68M +$133K +2,733 +2%
FNWM
236
Financial Network Wealth Management
Utah
$6.65M +$88.8K +1,822 +1%
BWM
237
BCS Wealth Management
Tennessee
$6.62M +$734K +15,060 +12%
WFPG
238
Waller Financial Planning Group
Ohio
$6.54M +$113K +2,313 +2%
OCBCO
239
Oversea-Chinese Banking Corp (OCBC)
Singapore
$6.46M +$1.57M +32,239 +32%
SI
240
Stephens Inc
Arkansas
$6.38M +$1.01M +20,808 +19%
AFTS
241
American Financial & Tax Strategies
New York
$6.36M +$230K +4,729 +4%
MWM
242
Merriman Wealth Management
Washington
$6.33M -$113K -2,328 -2%
SWA
243
Stratos Wealth Advisors
Ohio
$6.23M +$600K +12,317 +11%
IWN
244
Independent Wealth Network
Iowa
$6.18M -$161K -3,308 -3%
FIM
245
Freedom Investment Management
Connecticut
$6.16M +$23.9K +490 +0.4%
MWA
246
Motive Wealth Advisors
Michigan
$6.06M -$569K -11,679 -9%
TC
247
Trilogy Capital
California
$6.03M +$760K +15,583 +14%
Susquehanna International Group
248
Susquehanna International Group
Pennsylvania
$6M +$6M +123,177 New
GWSG
249
GPS Wealth Strategies Group
Colorado
$5.99M -$6.37M -130,600 -52%
IPW
250
Intergy Private Wealth
Colorado
$5.98M -$13.8K -284 -0.2%
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