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 %
SPWM
426
Schrum Private Wealth Management
Florida
$1.36M +$293K +5,846 +27%
WMR
427
Wealth Management Resources
Rhode Island
$1.32M +$177K +3,528 +15%
FPW
428
Flagship Private Wealth
Massachusetts
$1.32M -$187K -3,732 -12%
CFS
429
Commonwealth Financial Services
West Virginia
$1.31M – – –
RFN
430
Redwood Financial Network
Ohio
$1.3M -$149K -2,965 -10%
DI
431
DAGCO Inc
Ohio
$1.3M +$1.3M +25,983 New
CSPAM
432
Cary Street Partners Asset Management
Virginia
$1.3M -$891K -17,794 -41%
SPC
433
Sigma Planning Corp
Michigan
$1.29M +$896K +17,893 +229%
CAM
434
Cresset Asset Management
Illinois
$1.29M -$9.82K -196 -0.8%
Renaissance Technologies
435
Renaissance Technologies
New York
$1.27M -$5.43M -108,400 -81%
WANY
436
Wealthspire Advisors (New York)
New York
$1.25M +$19.1K +381 +2%
FIA
437
Foundations Investment Advisors
Arizona
$1.25M +$122K +2,441 +11%
FFA
438
Farther Finance Advisors
California
$1.23M +$1.17M +23,556 +1,909%
DWM
439
Drive Wealth Management
Utah
$1.23M -$722K -14,412 -37%
CWMGP
440
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.21M +$61.8K +1,234 +5%
HGERS
441
Householder Group Estate & Retirement Specialist
Arizona
$1.18M +$154K +3,069 +15%
TFCP
442
Twin Focus Capital Partners
Massachusetts
$1.18M -$118K -2,363 -9%
OIA
443
OneDigital Investment Advisors
Kansas
$1.18M -$116K -2,324 -9%
IWS
444
Integrity Wealth Solutions
Colorado
$1.17M +$105K +2,096 +10%
SFS
445
Sowell Financial Services
Arkansas
$1.17M +$2.96K +59 +0.3%
PC
446
Permanens Capital
New York
$1.14M +$60.1K +1,200 +6%
OSAM
447
O'Shaughnessy Asset Management
Connecticut
$1.12M +$304K +6,064 +37%
AWAU
448
Alliance Wealth Advisors (Utah)
Utah
$1.12M +$67.9K +1,355 +6%
IAA
449
Independent Advisor Alliance
North Carolina
$1.12M +$692K +13,822 +163%
9WM
450
9258 Wealth Management
Ohio
$1.11M +$87.7K +1,751 +9%
16 17
18
19 20