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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 %
DWM
251
Denver Wealth Management
Colorado
$5.65M +$5.65M +112,681 New
IP
252
Ignite Planners
California
$5.54M +$769K +15,444 +16%
PWG
253
Portside Wealth Group
Utah
$5.52M +$336K +6,697 +6%
SI
254
Stephens Inc
Arkansas
$5.52M +$1.45M +28,898 +36%
SA
255
Scarborough Advisors
Maryland
$5.49M +$5.49M +109,597 New
SA
256
Sunesis Advisors
Kansas
$5.45M – – –
TC
257
Trilogy Capital
California
$5.42M +$2.62M +52,221 +93%
CIA
258
Concurrent Investment Advisors
Florida
$5.29M +$638K +12,732 +14%
CAM
259
Cobblestone Asset Management
Virginia
$5.24M +$5.24M +104,639 New
IA
260
IFG Advisory
Georgia
$5.15M -$1.73M -34,563 -25%
NC
261
NewSquare Capital
Pennsylvania
$5.03M +$92.9K +1,855 +2%
OCBCO
262
Oversea-Chinese Banking Corp (OCBC)
Singapore
$5.02M -$438K -8,751 -8%
SAM
263
Smithbridge Asset Management
Pennsylvania
$4.97M +$54K +1,077 +1%
CAM
264
Cozad Asset Management
Illinois
$4.89M +$130K +2,590 +3%
JFG
265
JDM Financial Group
Texas
$4.86M +$380K +7,581 +8%
PWM
266
Partnership Wealth Management
Maryland
$4.85M +$37.2K +742 +0.8%
TFA
267
Tranquilli Financial Advisor
New Jersey
$4.82M -$1.59M -31,718 -25%
TPSF
268
Texas Permanent School Fund
Texas
$4.8M – – –
TCWM
269
Total Clarity Wealth Management
Illinois
$4.7M +$896K +17,883 +24%
HFW
270
Horizon Family Wealth
Illinois
$4.69M +$55.5K +1,107 +1%
TC
271
TAGStone Capital
North Carolina
$4.68M +$311K +6,199 +7%
PBF
272
Petix & Botte Financial
California
$4.66M +$4.66M +92,958 New
RIS
273
Retirement Income Solutions
Michigan
$4.63M -$158K -3,150 -3%
IGWM
274
ICA Group Wealth Management
Colorado
$4.62M -$369K -7,374 -7%
TDWM
275
Topel & Distasi Wealth Management
California
$4.59M – – –
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