SPYV icon

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 %
SCM
351
SCS Capital Management
Massachusetts
$2.37M – – –
BA
352
Bristlecone Advisors
Washington
$2.34M +$90.7K +1,811 +4%
Jane Street
353
Jane Street
New York
$2.33M -$2.09M -41,634 -47%
FNWA
354
Financial Network Wealth Advisors
Utah
$2.31M -$22.7K -453 -1%
OBWG
355
Onyx Bridge Wealth Group
New York
$2.29M +$9.42K +195 +0.4%
CWM
356
Cornerstone Wealth Management
Missouri
$2.28M -$359K -7,160 -14%
SWM
357
Seaside Wealth Management
California
$2.27M -$25.9K -516 -1%
JSL
358
JT Stratford LLC
Georgia
$2.22M +$152K +3,029 +7%
USCWA
359
U.S. Capital Wealth Advisors
Texas
$2.2M -$19.9K -398 -0.9%
KAS
360
KPP Advisory Services
Kentucky
$2.18M +$2.18M +43,491 New
TWP
361
Tower Wealth Partners
Pennsylvania
$2.17M +$89.1K +1,778 +4%
WC
362
Waterloo Capital
Texas
$2.16M +$766K +15,293 +55%
PA
363
PSI Advisors
Florida
$2.16M -$346K -6,915 -14%
LA
364
Lifeworks Advisors
Michigan
$2.12M -$198K -3,955 -9%
OCM
365
One Capital Management
California
$2.11M -$16.9M -337,242 -89%
BEI
366
Benjamin Edwards Inc
Missouri
$2.1M +$356K +7,116 +20%
Focus Partners Wealth
367
Focus Partners Wealth
Massachusetts
$2.05M +$300K +5,993 +17%
BAG
368
Bridgewealth Advisory Group
California
$2.04M +$477K +9,526 +31%
BC
369
Burney Company
Virginia
$1.98M -$446K -8,899 -18%
OWA
370
Opal Wealth Advisors
New York
$1.94M +$240K +4,785 +14%
AI
371
Atria Investments
North Carolina
$1.94M +$204K +4,070 +12%
TCM
372
Tradewinds Capital Management
Washington
$1.93M +$3.46K +69 +0.2%
TSWM
373
Tyler-Stone Wealth Management
Ohio
$1.91M -$11.8K -236 -0.6%
PRWA
374
Platte River Wealth Advisors
Colorado
$1.9M -$23.3K -465 -1%
WWA
375
WCG Wealth Advisors
Nevada
$1.89M +$218K +4,352 +13%
13 14
15
16 17