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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 %
EA
376
Eclectic Associates
California
$1.88M -$25K -499 -1%
MWM
377
Modera Wealth Management
New Jersey
$1.86M -$47.8K -954 -3%
RWA
378
Redhawk Wealth Advisors
Minnesota
$1.85M +$1.85M +36,939 New
SP
379
Stonebrook Private
Michigan
$1.82M +$1.82M +36,351 New
PA
380
PFG Advisors
Arizona
$1.82M -$79.5K -1,586 -4%
FCMA
381
Foresight Capital Management Advisors
Michigan
$1.81M +$1.81M +36,155 New
MAV
382
Mason & Associates (Virginia)
Virginia
$1.81M +$1.81M +36,155 New
EWA
383
EP Wealth Advisors
California
$1.81M +$408K +8,137 +29%
FIM
384
Fernwood Investment Management
Massachusetts
$1.79M – – –
RZH
385
Relyea Zuckerberg Hanson
Connecticut
$1.77M +$5.26K +105 +0.3%
CFG
386
Citizens Financial Group
Rhode Island
$1.75M -$20.9K -417 -1%
LWANC
387
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.75M +$3.56K +71 +0.2%
AO
388
Advisor OS
Illinois
$1.71M -$831K -16,582 -33%
BNP Paribas Financial Markets
389
BNP Paribas Financial Markets
France
$1.7M -$120K -2,397 -7%
WFS
390
Weitzel Financial Services
Iowa
$1.67M -$17.7K -356 -1%
CPIG
391
Chicago Partners Investment Group
Illinois
$1.66M +$98.6K +2,030 +6%
CAL
392
Capital Analysts LLC
Pennsylvania
$1.66M +$785K +15,658 +90%
GIA
393
Gladstone Institutional Advisory
Florida
$1.64M +$738K +14,732 +82%
PAS
394
Park Avenue Securities
New York
$1.64M -$1.86M -37,076 -53%
HI
395
Harbour Investments
Wisconsin
$1.63M +$197K +3,939 +14%
GAM
396
Gotham Asset Management
New York
$1.63M +$1.63M +32,462 New
BBA
397
Braun-Bostich & Associates
Pennsylvania
$1.62M +$555K +11,081 +52%
GL
398
Graypoint LLC
New York
$1.6M +$118K +2,356 +8%
IFA
399
Index Fund Advisors
California
$1.6M -$9.57K -191 -0.6%
LMKC
400
L.M. Kohn & Company
Ohio
$1.58M -$18.3K -365 -1%
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