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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
12.98%
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 %
RIM
251
Redwood Investment Management
Arizona
$5.88M -$21.6M -441,851 -79%
IA
252
IFP Advisors
Florida
$5.83M +$5.22K +107 +0.1%
IP
253
Ignite Planners
California
$5.81M +$395K +8,128 +7%
SA
254
Scarborough Advisors
Maryland
$5.77M +$425K +8,716 +8%
UCFA
255
United Capital Financial Advisors
Texas
$5.76M -$193K -3,960 -3%
GM
256
GeoWealth Management
Illinois
$5.76M +$5.64M +115,812 +4,860%
PFG
257
PAX Financial Group
Texas
$5.73M +$30.4K +624 +0.5%
JWCA
258
J.W. Cole Advisors
Florida
$5.69M -$67.6K -1,386 -1%
SP
259
Stonebrook Private
Michigan
$5.53M +$3.75M +77,009 +212%
CSWG
260
Cardinal Strategic Wealth Guidance
Kentucky
$5.46M +$1.01M +20,707 +23%
DWM
261
Denver Wealth Management
Colorado
$5.44M -$56.8K -1,166 -1%
OAM
262
Occidental Asset Management
California
$5.36M -$396K -8,127 -7%
IA
263
IFG Advisory
Georgia
$5.36M +$355K +7,283 +7%
SWA
264
SOA Wealth Advisors
New York
$5.33M +$4.76M +97,727 +847%
PFG
265
Pacific Financial Group
Washington
$5.3M -$419K -8,593 -7%
TCWM
266
Total Clarity Wealth Management
Illinois
$5.21M +$639K +13,117 +14%
GWP
267
Gateway Wealth Partners
Wisconsin
$5.08M +$865K +17,750 +21%
NC
268
NewSquare Capital
Pennsylvania
$5M +$111K +2,279 +2%
AWA
269
Arete Wealth Advisors
Illinois
$4.98M -$547K -11,252 -10%
CAM
270
Cobblestone Asset Management
Virginia
$4.87M -$227K -4,650 -4%
ATWA
271
Arbor Trust Wealth Advisors
Michigan
$4.86M +$546K +11,199 +13%
SAM
272
Smithbridge Asset Management
Pennsylvania
$4.83M -$5.51K -113 -0.1%
JFG
273
JDM Financial Group
Texas
$4.82M +$90.5K +1,856 +2%
CAM
274
Cozad Asset Management
Illinois
$4.77M +$16.4K +336 +0.3%
MW
275
Members Wealth
Pennsylvania
$4.77M +$4.77M +90,175 New
9 10
11
12 13