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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
LPL Financial
California
$1.75B
2
Financial Engines Advisors
Financial Engines Advisors
California
$3.67B
3
TC
TownSquare Capital
Utah
$172M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$194M
5
TCM
Tradewinds Capital Management
Washington
$28.5M

Top Sellers

1
HI
Horizon Investments
North Carolina
$182M
2
Morgan Stanley
Morgan Stanley
New York
$433M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$202M
4
EWA
ERTS Wealth Advisors
Michigan
$45.7M
5
RIM
Redwood Investment Management
Arizona
$5.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
326
Tidal Investments
Wisconsin
$3.11M +$259K +5,308 +9%
RMAM
327
Raab & Moskowitz Asset Management
New Jersey
$3.07M -$42.8K -879 -1%
AIS
328
American Investment Services
Massachusetts
$3.07M -$17.8K -366 -0.6%
RFN
329
RDA Financial Network
Iowa
$3.06M -$1.06M -21,840 -26%
SHJ
330
Sharkey, Howes & Javer
Colorado
$3.06M -$52.7K -1,081 -2%
F4L
331
Fortune 45 LLC
Louisiana
$3.05M +$65.3K +1,339 +2%
FA
332
FF Advisors
California
$3.05M – – –
FPAS
333
Focus Partners Advisor Solutions
Missouri
$3.03M +$178K +3,644 +6%
CAC
334
Certified Advisory Corp
Florida
$3.02M +$132K +2,705 +5%
Jane Street
335
Jane Street
New York
$3.01M +$742K +15,214 +33%
RIS
336
Retirement Income Solutions
Michigan
$3M -$1.51M -30,891 -33%
US Bancorp
337
US Bancorp
Minnesota
$2.99M +$392K +8,049 +15%
KAS
338
KPP Advisory Services
Kentucky
$2.98M +$860K +17,644 +41%
FNWA
339
Financial Network Wealth Advisors
Utah
$2.97M +$725K +14,873 +32%
PIFP
340
Partners in Financial Planning
Virginia
$2.94M +$4.83K +99 +0.2%
FCMA
341
Foresight Capital Management Advisors
Michigan
$2.89M +$1.13M +23,209 +64%
Comerica Bank
342
Comerica Bank
Texas
$2.88M +$469K +9,629 +19%
SA
343
Sunesis Advisors
Kansas
$2.84M -$2.46M -50,472 -46%
MCC
344
Money Concepts Capital
Florida
$2.78M +$293K +6,006 +12%
GFPC
345
Global Financial Private Client
Florida
$2.77M – – –
PFS
346
Prospera Financial Services
Texas
$2.77M +$2K +41 +0.1%
BCG
347
Breakwater Capital Group
New Jersey
$2.76M -$63.6K -1,305 -2%
SL
348
Salomon & Ludwin
Virginia
$2.71M +$226K +4,639 +9%
GIA
349
Gladstone Institutional Advisory
Florida
$2.71M +$1.11M +22,789 +70%
EWM
350
Empirical Wealth Management
Washington
$2.7M -$70.4K -1,445 -3%
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