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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 %
EGA
401
E&G Advisors
Texas
$1.57M +$3.26K +65 +0.2%
AF
402
Advisornet Financial
Minnesota
$1.55M +$138K +2,761 +10%
JIC
403
Johnson Investment Counsel
Ohio
$1.55M +$684K +13,660 +79%
FFA
404
Founders Financial Alliance
North Carolina
$1.54M +$859K +17,149 +127%
BWFA
405
Baltimore-Washington Financial Advisors
Maryland
$1.54M -$54.8K -1,094 -3%
NG
406
Norden Group
Utah
$1.54M +$1.54M +30,644 New
RSA
407
River Street Advisors
Illinois
$1.53M +$22.8K +455 +2%
Invesco
408
Invesco
Georgia
$1.52M +$11.4K +228 +0.8%
BMD
409
Better Money Decisions
New Mexico
$1.5M +$36.8K +735 +3%
GB
410
Gunma Bank
Japan
$1.5M +$1.5M +30,000 New
RA
411
Rational Advisors
New York
$1.5M -$581K -11,594 -28%
CTFG
412
Capstone Triton Financial Group
Oklahoma
$1.5M -$179K -3,564 -11%
OFS
413
OneAscent Financial Services
Alabama
$1.49M -$126K -2,523 -8%
IHWM
414
Iron Horse Wealth Management
Iowa
$1.47M +$185K +3,692 +14%
SFC
415
Strategic Financial Concepts
Texas
$1.47M -$73.6K -1,469 -5%
FIC
416
FCG Investment Company
Tennessee
$1.46M +$85.6K +1,708 +6%
LNC
417
Lincoln National Corp
Pennsylvania
$1.43M +$353K +7,037 +33%
AQR Capital Management
418
AQR Capital Management
Connecticut
$1.43M +$736K +14,694 +106%
CAAM
419
Cornerstone Advisors Asset Management
Pennsylvania
$1.43M +$217K +4,331 +18%
AF
420
Apollon Financial
South Carolina
$1.42M -$158K -3,154 -10%
WP
421
WealthShield Partners
North Carolina
$1.41M -$147K -2,932 -9%
SMA
422
Seven Mile Advisory
New Jersey
$1.4M – – –
LTL
423
Lowery Thomas LLC
California
$1.38M +$2.05K +41 +0.1%
CP
424
Castleview Partners
Texas
$1.37M +$130K +2,589 +10%
RW
425
REDW Wealth
New Mexico
$1.37M -$4.91K -98 -0.4%
15 16
17
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