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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 %
SIM
276
Seaview Investment Managers
Florida
$4.76M -$2.03M -41,557 -30%
ITC
277
Inspire Trust Company
Nevada
$4.75M +$4.75M +97,402 New
GCA
278
Greenwood Capital Associates
South Carolina
$4.7M +$4.7M +96,417 New
TC
279
TAGStone Capital
North Carolina
$4.7M +$145K +2,968 +3%
D.E. Shaw & Co
280
D.E. Shaw & Co
New York
$4.69M +$4.69M +96,126 New
PTC
281
Private Trust Company
Ohio
$4.66M +$602K +12,349 +15%
HFW
282
Horizon Family Wealth
Illinois
$4.58M +$20.2K +414 +0.4%
PWM
283
Penobscot Wealth Management
Maine
$4.51M +$367K +7,538 +9%
AMG
284
Asset Management Group
Connecticut
$4.48M +$74.3K +1,525 +2%
TDWM
285
Topel & Distasi Wealth Management
California
$4.47M – – –
AFP
286
Ausdal Financial Partners
Iowa
$4.45M +$565K +11,592 +15%
CWA
287
Centennial Wealth Advisory
Michigan
$4.44M +$137K +2,815 +3%
CAGAS
288
Capital Advisory Group Advisory Services
Minnesota
$4.39M +$1.34M +27,544 +44%
FAIM
289
Financial Advocates Investment Management
Washington
$4.39M -$6.62M -135,851 -60%
BCI
290
Brinker Capital Investments
Pennsylvania
$4.35M +$1.42M +29,142 +49%
OPS
291
Orion Portfolio Solutions
Nebraska
$4.35M +$1.42M +29,142 +49%
CWA
292
Clarus Wealth Advisors
Arizona
$4.32M -$97.8K -1,991 -2%
TFA
293
Tranquilli Financial Advisor
New Jersey
$4.31M -$358K -7,384 -8%
IWP
294
IAG Wealth Partners
Wisconsin
$4.16M +$14K +287 +0.3%
HI
295
Harbour Investments
Wisconsin
$4.12M +$2.53M +51,847 +159%
EE
296
EWG Elevate
California
$4.11M -$178K -3,660 -4%
B
297
Bensler
Washington
$4.05M +$338K +6,941 +9%
AAS
298
Ameritas Advisory Services
Nebraska
$4.05M +$1.16M +23,793 +40%
TW
299
TritonPoint Wealth
Maryland
$4.04M +$4.04M +82,958 New
Creative Planning
300
Creative Planning
Kansas
$4.04M +$757K +15,541 +23%
10 11
12
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