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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 %
RWA
376
Redhawk Wealth Advisors
Minnesota
$2.2M +$399K +8,192 +22%
JSL
377
JT Stratford LLC
Georgia
$2.19M +$27.4K +563 +1%
PA
378
PFG Advisors
Arizona
$2.18M +$406K +8,325 +23%
TWP
379
Tower Wealth Partners
Pennsylvania
$2.17M +$66.6K +1,366 +3%
WWA
380
WCG Wealth Advisors
Nevada
$2.17M +$335K +6,883 +18%
USCWA
381
U.S. Capital Wealth Advisors
Texas
$2.11M -$29.6K -607 -1%
BAG
382
Bridgewealth Advisory Group
California
$2.11M +$125K +2,559 +6%
BEI
383
Benjamin Edwards Inc
Missouri
$2.07M +$21.2K +434 +1%
CAL
384
Capital Analysts LLC
Pennsylvania
$1.97M +$360K +7,378 +22%
BC
385
Burney Company
Virginia
$1.9M -$27.7K -568 -1%
OWA
386
Opal Wealth Advisors
New York
$1.87M -$19.4K -398 -1%
PRWA
387
Platte River Wealth Advisors
Colorado
$1.87M +$14.9K +305 +0.8%
Tudor Investment Corp
388
Tudor Investment Corp
Connecticut
$1.86M +$1.86M +38,191 New
LA
389
Lifeworks Advisors
Michigan
$1.86M -$200K -4,096 -10%
TSWM
390
Tyler-Stone Wealth Management
Ohio
$1.82M -$33.9K -695 -2%
PNC Financial Services Group
391
PNC Financial Services Group
Pennsylvania
$1.8M +$1.26M +25,807 +231%
TSS
392
Two Sigma Securities
New York
$1.79M +$1.79M +36,739 New
AI
393
Atria Investments
North Carolina
$1.79M -$101K -2,070 -5%
WC
394
Waterloo Capital
Texas
$1.78M -$327K -6,711 -16%
CAAM
395
Cornerstone Advisors Asset Management
Pennsylvania
$1.78M +$388K +7,970 +28%
EA
396
Eclectic Associates
California
$1.77M -$56.5K -1,160 -3%
CPIG
397
Chicago Partners Investment Group
Illinois
$1.76M +$18.3K +359 +1%
MWM
398
Modera Wealth Management
New Jersey
$1.76M -$47.4K -973 -3%
SIAS
399
Summit Investment Advisory Services
Minnesota
$1.75M +$862K +17,682 +97%
FIM
400
Fernwood Investment Management
Massachusetts
$1.74M – – –
14 15
16
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