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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.

Holders
892
Holders Change
+42
Holders Change %
+4.94%
% of All Funds
12.98%
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
1
LPL Financial
California
$1.75B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$3.67B
3
TC
3
TownSquare Capital
Utah
$172M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$194M
5
TCM
5
Tradewinds Capital Management
Washington
$28.5M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$182M
2
Morgan Stanley
2
Morgan Stanley
New York
$433M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$202M
4
EWA
4
ERTS Wealth Advisors
Michigan
$45.7M
5
RIM
5
Redwood Investment Management
Arizona
$5.88M
Name Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
26
Betterment LLC
New York
$147M 3,008,399 -135,144 -4%
Osaic Holdings
27
Osaic Holdings
Arizona
$144M 2,957,538 +1,830 +0.1%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$134M 2,747,527 -226,252 -8%
PAG
29
Private Advisor Group
New Jersey
$129M 2,639,757 +310,691 +13%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$121M 2,476,597 -54,370 -2%
CWM
31
Connecticut Wealth Management
Connecticut
$119M 2,436,235 +53,834 +2%
FNT
32
First National Trust
Pennsylvania
$110M 2,259,519 -232,988 -9%
LFS
33
Lutz Financial Services
Nebraska
$108M 2,206,806 -2,097 -0.1%
SQA
34
Simon Quick Advisors
New Jersey
$95.1M 1,950,431 +9,878 +0.5%
FLPIM
35
F.L. Putnam Investment Management
Massachusetts
$91.2M 1,871,634 +27,545 +1%
HighTower Advisors
36
HighTower Advisors
Illinois
$88.5M 1,816,869 +51,780 +3%
Mariner
37
Mariner
Kansas
$86.2M 1,769,370 -183,793 -9%
GKWIM
38
Gerber Kawasaki Wealth & Investment Management
California
$84.7M 1,738,665 +128,258 +8%
ONB
39
Old National Bancorp
Indiana
$80.9M 1,659,431 +34,790 +2%
KW
40
KWB Wealth
California
$80M 1,595,924 -39,399 -2%
NEWAS
41
N.E.W. Advisory Services
Wisconsin
$77.1M 1,580,951 +10,037 +0.6%
AWM
42
Angeles Wealth Management
California
$76.6M 1,572,352 -33,663 -2%
AWM
43
AE Wealth Management
Kansas
$76.5M 1,569,238 +57,410 +4%
ACM
44
AlphaStar Capital Management
North Carolina
$74.9M 1,536,179 +340,409 +28%
MFG
45
Magnus Financial Group
New York
$74M 1,517,775 +8,054 +0.5%
Goldman Sachs
46
Goldman Sachs
New York
$72.2M 1,481,490 -5,335 -0.4%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$71.3M 1,462,718 +96,164 +7%
OWA
48
Octavia Wealth Advisors
Ohio
$70.2M 1,440,892 +81,854 +6%
MYIA
49
Mount Yale Investment Advisors
Colorado
$67M 1,373,876 +6,944 +0.5%
Stifel Financial
50
Stifel Financial
Missouri
$61.3M 1,257,527 +37,179 +3%
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