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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 %
CFG
401
Citizens Financial Group
Rhode Island
$1.74M +$31.3K +642 +2%
RZH
402
Relyea Zuckerberg Hanson
Connecticut
$1.73M +$5.8K +119 +0.3%
RWMH
403
Riverpoint Wealth Management Holdings
Illinois
$1.72M -$824K -16,900 -32%
FA
404
Faithward Advisors
Pennsylvania
$1.7M +$1.7M +34,898 New
OSAM
405
O'Shaughnessy Asset Management
Connecticut
$1.69M +$599K +12,290 +55%
IA
406
Inspire Advisors
Idaho
$1.68M +$1.25M +25,642 +288%
LWANC
407
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.67M -$33.4K -685 -2%
BNP Paribas Financial Markets
408
BNP Paribas Financial Markets
France
$1.65M +$2.24K +46 +0.1%
BMD
409
Better Money Decisions
New Mexico
$1.63M +$168K +3,447 +11%
PAS
410
Park Avenue Securities
New York
$1.63M +$34.9K +716 +2%
WFS
411
Weitzel Financial Services
Iowa
$1.63M +$4.66K +96 +0.3%
VCA
412
Verdence Capital Advisors
Maryland
$1.63M +$1.63M +33,374 New
AF
413
Advisornet Financial
Minnesota
$1.61M +$105K +2,151 +7%
GAM
414
Gotham Asset Management
New York
$1.6M +$15.2K +312 +1%
AWAU
415
Alliance Wealth Advisors (Utah)
Utah
$1.57M +$484K +9,928 +45%
AWA
416
Arkadios Wealth Advisors
Georgia
$1.57M +$838K +17,188 +115%
GL
417
Graypoint LLC
New York
$1.56M – – –
IFA
418
Index Fund Advisors
California
$1.56M +$1.07K +22 +0.1%
FIA
419
Foundations Investment Advisors
Arizona
$1.55M +$342K +7,013 +28%
Invesco
420
Invesco
Georgia
$1.55M +$71.6K +1,469 +5%
OAS
421
Optivise Advisory Services
Tennessee
$1.55M +$1.55M +31,715 New
EGA
422
E&G Advisors
Texas
$1.52M -$8.53K -175 -0.6%
NG
423
Norden Group
Utah
$1.52M +$23.3K +478 +2%
KWA
424
Kingswood Wealth Advisors
California
$1.51M +$1.23M +25,223 +434%
RSA
425
River Street Advisors
Illinois
$1.5M +$14.7K +302 +1%
15 16
17
18 19