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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 %
CSWG
276
Cardinal Strategic Wealth Guidance
Kentucky
$4.58M +$4.58M +91,407 New
AMG
277
Asset Management Group
Connecticut
$4.52M +$50.6K +1,010 +1%
FSA
278
Financial Services Advisory
Maryland
$4.52M -$34.8K -694 -0.8%
CWA
279
Centennial Wealth Advisory
Michigan
$4.42M -$4.75M -94,791 -52%
EE
280
EWG Elevate
California
$4.41M +$123K +2,456 +3%
CWA
281
Clarus Wealth Advisors
Arizona
$4.38M +$38.3K +786 +0.9%
GWP
282
Gateway Wealth Partners
Wisconsin
$4.33M +$784K +15,657 +22%
MW
283
Marcum Wealth
Ohio
$4.33M -$264K -5,270 -6%
AFA
284
AA Financial Advisors
Ohio
$4.33M +$4.07M +81,214 +1,579%
ATWA
285
Arbor Trust Wealth Advisors
Michigan
$4.32M +$3.3M +67,816 +326%
CGFA
286
Colton Groome Financial Advisors
North Carolina
$4.28M -$1.25M -25,009 -23%
PWM
287
Penobscot Wealth Management
Maine
$4.27M -$2.22M -44,270 -34%
IWP
288
IAG Wealth Partners
Wisconsin
$4.26M -$122K -2,433 -3%
RFN
289
RDA Financial Network
Iowa
$4.24M -$49.4K -987 -1%
GEA
290
Glen Eagle Advisors
New Jersey
$4.23M -$18.5K -369 -0.4%
PTC
291
Private Trust Company
Ohio
$4.18M +$65.5K +1,307 +2%
AFS
292
Annapolis Financial Services
Maryland
$4.16M +$3.71K +74 +0.1%
AFP
293
Ausdal Financial Partners
Iowa
$4M +$1.07M +21,419 +37%
Bank of Montreal
294
Bank of Montreal
Ontario, Canada
$3.99M +$366K +7,305 +10%
MCM
295
MidAtlantic Capital Management
Virginia
$3.94M – – –
PWH
296
Priebe Wealth Holdings
Minnesota
$3.89M +$46.9K +936 +1%
EI
297
Ellevest Inc
New York
$3.87M -$952 -19 -0%
DWM
298
Dogwood Wealth Management
Kansas
$3.86M +$225K +4,496 +6%
TW
299
Transform Wealth
Colorado
$3.86M +$43.8K +874 +1%
PWM
300
Power Wealth Management
Georgia
$3.85M +$373K +7,444 +11%
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