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 %
DPI
451
Diversified Portfolios Inc
Michigan
$1.11M – – –
TW
452
Towerpoint Wealth
California
$1.11M -$952 -19 -0.1%
MAG
453
M3 Advisory Group
Massachusetts
$1.1M +$136K +2,724 +14%
LSA
454
Lansing Street Advisors
Pennsylvania
$1.08M +$4.76K +95 +0.4%
TFA
455
Tobias Financial Advisors
Florida
$1.06M -$12.5K -249 -1%
CA
456
Centerpoint Advisors
Massachusetts
$1.03M – – –
AA
457
Altman Advisors
Illinois
$1.03M +$18.4K +369 +2%
CRC
458
Curi RMB Capital
Illinois
$999K – – –
MCM
459
MAI Capital Management
Ohio
$996K +$452K +9,030 +83%
RIA
460
Regal Investment Advisors
Michigan
$992K +$183K +3,653 +23%
GWAM
461
Guardian Wealth Advisors (Minnesota)
Minnesota
$992K +$734K +14,653 +284%
RCAG
462
Rehmann Capital Advisory Group
Michigan
$986K -$112K -2,239 -10%
SAM
463
Sequent Asset Management
Texas
$982K +$52.2K +1,041 +6%
WEG
464
World Equity Group
Illinois
$936K -$207K -4,122 -18%
WPW
465
Waldron Private Wealth
Pennsylvania
$934K – – –
GSIAS
466
Garden State Investment Advisory Services
New Jersey
$929K +$65.3K +1,312 +8%
CA
467
Calton & Associates
Florida
$929K +$97.4K +1,944 +12%
SCM
468
Spring Capital Management
Texas
$926K – – –
ACM
469
Advisors Capital Management
New Jersey
$919K +$1.75K +35 +0.2%
FW
470
FirstPurpose Wealth
Utah
$914K +$13.9K +285 +2%
SIAS
471
Summit Investment Advisory Services
Minnesota
$913K +$110K +2,198 +14%
RFC
472
Regions Financial Corp
Alabama
$908K -$20K -400 -2%
GT
473
Greenleaf Trust
Michigan
$885K +$5.86K +117 +0.7%
BTWM
474
Baker Tilly Wealth Management
Wisconsin
$883K -$795K -15,867 -47%
SF
475
Safeguard Financial
Wisconsin
$881K +$1.25K +25 +0.1%
17 18
19
20 21