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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 %
AFS
301
Annapolis Financial Services
Maryland
$4.04M -$8.34K -171 -0.2%
MW
302
Marcum Wealth
Ohio
$4.02M -$190K -3,895 -5%
PWH
303
Priebe Wealth Holdings
Minnesota
$3.93M +$144K +2,956 +4%
MCM
304
MidAtlantic Capital Management
Virginia
$3.83M – – –
SFG
305
Snider Financial Group
Washington
$3.82M +$3.82M +78,465 New
EI
306
Ellevest Inc
New York
$3.81M +$40.9K +840 +1%
TW
307
Transform Wealth
Colorado
$3.76M +$5.75K +118 +0.2%
YCG
308
Yeomans Consulting Group
Georgia
$3.68M -$16.6M -340,150 -82%
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$3.67M -$11.4K -234 -0.3%
OCM
310
One Capital Management
California
$3.67M +$1.62M +33,205 +79%
PWA
311
Phoenix Wealth Advisors
North Carolina
$3.67M +$490K +10,054 +15%
AMM
312
American Money Management
California
$3.66M +$975 +20 +0%
PCIA
313
Prime Capital Investment Advisors
Kansas
$3.63M -$7.64M -156,852 -68%
CIA
314
Concurrent Investment Advisors
Florida
$3.61M -$1.53M -31,450 -30%
CAPTRUST Financial Advisors
315
CAPTRUST Financial Advisors
North Carolina
$3.61M +$244K +5,013 +7%
Koshinski Asset Management
316
Koshinski Asset Management
Illinois
$3.61M -$78.2K -1,605 -2%
PWM
317
Perigon Wealth Management
California
$3.59M +$236K +4,848 +7%
GEA
318
Glen Eagle Advisors
New Jersey
$3.56M -$555K -11,394 -13%
RTL
319
Red Tortoise LLC
Georgia
$3.52M +$7.12K +146 +0.2%
CGFA
320
Colton Groome Financial Advisors
North Carolina
$3.52M -$649K -13,308 -16%
VW
321
Vance Wealth
California
$3.46M -$272K -5,571 -7%
Citigroup
322
Citigroup
New York
$3.39M +$2.92M +59,890 +618%
CCAL
323
City Center Advisors LLC
Michigan
$3.31M – – –
LDB
324
Lee, Danner & Bass
Tennessee
$3.26M +$3.26M +66,950 New
SA
325
Sanctuary Advisors
Indiana
$3.22M +$3.22M +66,612 New
11 12
13
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