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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 %
BCG
326
Breakwater Capital Group
New Jersey
$2.91M +$12.2K +243 +0.4%
AAS
327
Ameritas Advisory Services
Nebraska
$2.9M +$1.94M +39,613 +202%
PFS
328
Prospera Financial Services
Texas
$2.85M -$41.2K -823 -1%
EWM
329
Empirical Wealth Management
Washington
$2.85M -$674K -13,462 -19%
GFPC
330
Global Financial Private Client
Florida
$2.83M -$59.9K -1,203 -2%
SPIA
331
Steward Partners Investment Advisory
New York
$2.76M -$46.5K -929 -2%
Lido Advisors
332
Lido Advisors
California
$2.69M +$56K +1,117 +2%
HHGC
333
Hunting Hill Global Capital
New York
$2.68M -$401K -8,000 -13%
CWM
334
Cordatus Wealth Management
Pennsylvania
$2.68M -$34.1K -681 -1%
WCA
335
Waypoint Capital Advisors
Minnesota
$2.67M -$19.6K -391 -0.7%
US Bancorp
336
US Bancorp
Minnesota
$2.67M -$685K -13,679 -20%
RWMH
337
Riverpoint Wealth Management Holdings
Illinois
$2.62M -$5.21K -104 -0.2%
VPP
338
Vertex Planning Partners
Illinois
$2.62M +$86.8K +1,732 +3%
SFA
339
Sequoia Financial Advisors
Ohio
$2.6M -$452K -9,018 -15%
MCC
340
Money Concepts Capital
Florida
$2.56M +$1.77M +35,244 +223%
SL
341
Salomon & Ludwin
Virginia
$2.56M +$461K +9,204 +22%
WWM
342
WJ Wealth Management
Arizona
$2.56M -$7.01K -140 -0.3%
1SB
343
1ST Source Bank
Indiana
$2.55M -$23K -459 -0.9%
WA
344
Wambolt & Associates
Colorado
$2.54M +$232K +4,669 +10%
VWA
345
Visionary Wealth Advisors
Illinois
$2.54M +$395K +7,890 +18%
CIM
346
Corda Investment Management
Texas
$2.53M -$118K -2,363 -4%
Comerica Bank
347
Comerica Bank
Texas
$2.48M -$69.4K -1,385 -3%
WFP
348
Wrenne Financial Planning
Kentucky
$2.47M -$991K -19,772 -29%
RA
349
RFG Advisory
Alabama
$2.44M +$554K +11,066 +29%
MWC
350
MBM Wealth Consultants
Missouri
$2.38M +$88.2K +1,760 +4%
12 13
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