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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
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 %
LBC
476
Lowe Brockenbrough & Co
Virginia
$868K -$32.6K -650 -4%
BWM
477
BCGM Wealth Management
Indiana
$860K -$2.51K -50 -0.3%
TCA
478
Transcend Capital Advisors
New Jersey
$854K – – –
IC
479
Innealta Capital
Texas
$851K -$125K -2,496 -13%
BMWM
480
Brown Miller Wealth Management
Virginia
$845K +$148K +2,959 +21%
ECA
481
Elevated Capital Advisors
Utah
$840K +$439K +8,765 +110%
TWP
482
Tempus Wealth Planning
California
$836K +$836K +16,694 New
MAWCM
483
Mine & Arao Wealth Creation & Management
California
$834K -$3.41K -68 -0.4%
MIAS
484
Mason Investment Advisory Services
Virginia
$823K +$2.91K +58 +0.4%
AC
485
AIFG Consultants
New York
$822K – – –
WPC
486
White Pine Capital
Minnesota
$820K +$24.1K +503 +3%
ACM
487
Advance Capital Management
Michigan
$819K -$59K -1,177 -7%
STA
488
Summit Trail Advisors
New York
$811K +$4.21K +84 +0.5%
William Blair & Company
489
William Blair & Company
Illinois
$795K +$66.9K +1,336 +9%
EAM
490
Empirical Asset Management
Massachusetts
$783K +$54.8K +1,093 +8%
AA
491
Argent Advisors
Louisiana
$783K – – –
CCWM
492
Cassaday & Co Wealth Management
Virginia
$764K +$159K +3,171 +26%
IW
493
Imprint Wealth
South Carolina
$763K +$763K +15,322 New
LIA
494
LBMC Investment Advisors
Tennessee
$760K +$30.3K +605 +4%
WAM
495
Wallington Asset Management
Indiana
$755K +$251K +5,015 +50%
WA
496
Wealthstream Advisors
New York
$751K -$46.3K -925 -6%
AWA
497
Arkadios Wealth Advisors
Georgia
$749K -$38.2K -763 -5%
CIAS
498
Capital Investment Advisory Services
North Carolina
$743K +$196K +3,920 +36%
CRI
499
Colonial River Investments
Virginia
$739K -$2.57M -51,239 -78%
FFA
500
Frazier Financial Advisors
Ohio
$733K -$84.1K -1,679 -10%
18 19
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