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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 %
FPW
451
Flagship Private Wealth
Massachusetts
$1.24M -$40.1K -823 -3%
MA
452
Mutual Advisors
Nebraska
$1.24M -$2.3M -45,346 -65%
SPWM
453
Schrum Private Wealth Management
Florida
$1.23M -$96.9K -1,988 -7%
GF
454
GGM Financials
Ohio
$1.23M +$1.23M +25,195 New
DWM
455
Drive Wealth Management
Utah
$1.23M +$28K +575 +2%
AG
456
Ascent Group
Virginia
$1.2M +$1.2M +24,702 New
SFS
457
Sowell Financial Services
Arkansas
$1.2M +$57.5K +1,180 +5%
CWMGP
458
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.2M +$18.5K +379 +2%
SPC
459
Sigma Planning Corp
Michigan
$1.18M -$70.4K -1,444 -6%
CP
460
Castleview Partners
Texas
$1.17M -$162K -3,329 -12%
TFCP
461
Twin Focus Capital Partners
Massachusetts
$1.17M +$19.8K +407 +2%
IAA
462
Independent Advisor Alliance
North Carolina
$1.17M +$79.5K +1,632 +7%
IWS
463
Integrity Wealth Solutions
Colorado
$1.16M +$14.5K +298 +1%
LTL
464
Lowery Thomas LLC
California
$1.15M -$193K -3,960 -14%
Jones Financial Companies
465
Jones Financial Companies
Missouri
$1.14M +$1.1M +22,592 +2,615%
GWAM
466
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.13M +$169K +3,464 +17%
RIA
467
Regal Investment Advisors
Michigan
$1.13M +$160K +3,275 +17%
EWA
468
EP Wealth Advisors
California
$1.11M -$643K -13,198 -37%
FFA
469
Farther Finance Advisors
California
$1.11M -$94.7K -1,952 -8%
GT
470
Greenleaf Trust
Michigan
$1.1M +$242K +4,960 +28%
DPI
471
Diversified Portfolios Inc
Michigan
$1.08M +$2.44K +50 +0.2%
HWM
472
Howard Wealth Management
Connecticut
$1.08M +$1.08M +22,082 New
AQR Capital Management
473
AQR Capital Management
Connecticut
$1.08M -$316K -6,485 -23%
MWM
474
Marion Wealth Management
Pennsylvania
$1.07M +$430K +8,825 +67%
TW
475
Towerpoint Wealth
California
$1.05M -$22.7K -465 -2%
17 18
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