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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 %
VW
301
Vance Wealth
California
$3.83M +$1.05K +21 +0%
B
302
Bensler
Washington
$3.82M +$3.82M +76,213 New
Koshinski Asset Management
303
Koshinski Asset Management
Illinois
$3.79M +$3.14M +62,632 +480%
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$3.79M -$3.51K -70 -0.1%
AMM
305
American Money Management
California
$3.76M -$364K -7,275 -9%
RTL
306
Red Tortoise LLC
Georgia
$3.62M -$21.6K -431 -0.6%
MA
307
Mutual Advisors
Nebraska
$3.49M +$2.54M +50,756 +267%
CAPTRUST Financial Advisors
308
CAPTRUST Financial Advisors
North Carolina
$3.46M -$86.1K -1,718 -2%
PWM
309
Perigon Wealth Management
California
$3.45M +$799K +15,939 +30%
Creative Planning
310
Creative Planning
Kansas
$3.37M +$48.1K +961 +1%
CCAL
311
City Center Advisors LLC
Michigan
$3.31M +$3.31M +66,153 New
PWA
312
Phoenix Wealth Advisors
North Carolina
$3.27M +$305K +6,081 +10%
SHJ
313
Sharkey, Howes & Javer
Colorado
$3.2M +$1.57M +31,245 +96%
RMAM
314
Raab & Moskowitz Asset Management
New Jersey
$3.2M +$330K +6,582 +11%
AIS
315
American Investment Services
Massachusetts
$3.17M -$12.8K -255 -0.4%
CAGAS
316
Capital Advisory Group Advisory Services
Minnesota
$3.14M +$646K +12,901 +26%
FA
317
FF Advisors
California
$3.13M – – –
F4L
318
Fortune 45 LLC
Louisiana
$3.06M +$949 +19 +0%
PIFP
319
Partners in Financial Planning
Virginia
$3.02M -$1.55K -31 -0.1%
BCI
320
Brinker Capital Investments
Pennsylvania
$3.01M -$64.4M -1,285,590 -96%
OPS
321
Orion Portfolio Solutions
Nebraska
$3.01M -$64.4M -1,285,590 -96%
CAC
322
Certified Advisory Corp
Florida
$2.97M +$26.5K +529 +0.9%
FTS
323
Fifth Third Securities
Ohio
$2.96M +$70.1K +1,400 +2%
TI
324
Tidal Investments
Wisconsin
$2.93M +$836K +16,689 +40%
FPAS
325
Focus Partners Advisor Solutions
Missouri
$2.93M +$2.58M +51,578 +751%
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