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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
LPL Financial
California
$1.75B
2
Financial Engines Advisors
Financial Engines Advisors
California
$3.67B
3
TC
TownSquare Capital
Utah
$172M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$194M
5
TCM
Tradewinds Capital Management
Washington
$28.5M

Top Sellers

1
HI
Horizon Investments
North Carolina
$182M
2
Morgan Stanley
Morgan Stanley
New York
$433M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$202M
4
EWA
ERTS Wealth Advisors
Michigan
$45.7M
5
RIM
Redwood Investment Management
Arizona
$5.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTFG
426
Capstone Triton Financial Group
Oklahoma
$1.5M +$40.6K +832 +3%
WFS
427
WealthGarden F.S.
California
$1.49M +$1.49M +30,540 New
NCFG
428
New Century Financial Group
New Jersey
$1.49M +$1.49M +30,529 New
BWFA
429
Baltimore-Washington Financial Advisors
Maryland
$1.48M -$15.9K -326 -1%
IHWM
430
Iron Horse Wealth Management
Iowa
$1.4M -$32.7K -671 -2%
OFS
431
OneAscent Financial Services
Alabama
$1.4M -$54.5K -1,118 -4%
LMKC
432
L.M. Kohn & Company
Ohio
$1.4M -$139K -2,847 -9%
CFS
433
Commonwealth Financial Services
West Virginia
$1.37M – – –
WP
434
WealthShield Partners
North Carolina
$1.36M -$8.58K -176 -0.6%
SMA
435
Seven Mile Advisory
New Jersey
$1.36M – – –
CF
436
Centaurus Financial
California
$1.36M +$908K +18,635 +200%
WMR
437
Wealth Management Resources
Rhode Island
$1.34M +$54.2K +1,112 +4%
CAM
438
Cresset Asset Management
Illinois
$1.34M +$84.8K +1,740 +7%
HGERS
439
Householder Group Estate & Retirement Specialist
Arizona
$1.33M +$179K +3,683 +16%
AF
440
Apollon Financial
South Carolina
$1.32M -$55.6K -1,141 -4%
RFN
441
Redwood Financial Network
Ohio
$1.28M +$15.3K +314 +1%
RW
442
REDW Wealth
New Mexico
$1.28M -$48.6K -998 -4%
CSPAM
443
Cary Street Partners Asset Management
Virginia
$1.27M +$5.07K +104 +0.4%
WANY
444
Wealthspire Advisors (New York)
New York
$1.27M +$48K +984 +4%
FIC
445
FCG Investment Company
Tennessee
$1.27M -$152K -3,121 -11%
9WM
446
9258 Wealth Management
Ohio
$1.26M +$177K +3,634 +16%
FFA
447
Founders Financial Alliance
North Carolina
$1.26M -$240K -4,934 -16%
GI
448
Gradient Investments
Minnesota
$1.25M +$1.2M +24,522 +2,129%
DI
449
DAGCO Inc
Ohio
$1.25M -$19.9K -408 -2%
OIA
450
OneDigital Investment Advisors
Kansas
$1.24M +$95.3K +1,956 +8%
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