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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
1
LPL Financial
California
$1.68B
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$127M
3
MYIA
3
Mount Yale Investment Advisors
Colorado
$68.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$255M
5
OWA
5
Octavia Wealth Advisors
Ohio
$68.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$210M
2
Morgan Stanley
2
Morgan Stanley
New York
$501M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$148M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
HI
5
Horizon Investments
North Carolina
$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$148M -$216M -4,320,743 -59%
QWP
27
Quotient Wealth Partners
Texas
$147M +$28.7M +573,471 +24%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$127M +$85.8M +1,711,930 +209%
FNT
29
First National Trust
Pennsylvania
$125M +$9.64M +192,510 +8%
TC
30
TownSquare Capital
Utah
$125M +$5.22M +104,180 +4%
CWM
31
Connecticut Wealth Management
Connecticut
$119M +$3.01M +60,173 +3%
PAG
32
Private Advisor Group
New Jersey
$117M +$5.43M +108,406 +5%
LFS
33
Lutz Financial Services
Nebraska
$111M +$88.5K +1,766 +0.1%
Mariner
34
Mariner
Kansas
$97.9M -$18.6M -371,887 -16%
SQA
35
Simon Quick Advisors
New Jersey
$97.2M +$1.14M +22,747 +1%
FLPIM
36
F.L. Putnam Investment Management
Massachusetts
$92.4M +$9.64M +192,459 +12%
HighTower Advisors
37
HighTower Advisors
Illinois
$88.4M +$784K +15,643 +0.9%
CAN
38
Cetera Advisor Networks
California
$87.3M -$451K -9,009 -0.5%
KW
39
KWB Wealth
California
$81.9M +$9.55M +190,592 +13%
ONB
40
Old National Bancorp
Indiana
$81.4M +$2.52M +50,375 +3%
GKWIM
41
Gerber Kawasaki Wealth & Investment Management
California
$80.7M +$5.59M +111,560 +7%
AWM
42
Angeles Wealth Management
California
$80.5M +$13.4M +268,159 +20%
NEWAS
43
N.E.W. Advisory Services
Wisconsin
$78.7M +$1.01M +20,188 +1%
EWA
44
ERTS Wealth Advisors
Michigan
$77.3M -$31.2K -622 -0%
AWM
45
AE Wealth Management
Kansas
$75.7M -$25.5M -509,788 -25%
MFG
46
Magnus Financial Group
New York
$75.6M +$1.34M +26,838 +2%
Goldman Sachs
47
Goldman Sachs
New York
$74.5M -$7.6M -151,747 -9%
MYIA
48
Mount Yale Investment Advisors
Colorado
$68.5M +$68.5M +1,366,932 New
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$68.5M +$4.57M +91,140 +7%
Wells Fargo
50
Wells Fargo
California
$68.5M +$6.86M +136,972 +11%
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