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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 %
Millennium Management
476
Millennium Management
New York
$1.05M -$4.82M -98,953 -82%
AA
477
Altman Advisors
Illinois
$1.05M +$38K +779 +4%
TFA
478
Tobias Financial Advisors
Florida
$1.03M -$2.49K -51 -0.2%
LSA
479
Lansing Street Advisors
Pennsylvania
$1.02M -$35.5K -729 -3%
PC
480
Permanens Capital
New York
$1.01M -$97.6K -2,002 -9%
CWS
481
Confluence Wealth Services
Pennsylvania
$1.01M +$546K +11,202 +119%
CA
482
Centerpoint Advisors
Massachusetts
$1M -$1.27K -26 -0.1%
ACM
483
Advisors Capital Management
New Jersey
$985K +$90.2K +1,849 +10%
WEG
484
World Equity Group
Illinois
$975K +$65.1K +1,336 +7%
CRC
485
Curi RMB Capital
Illinois
$972K – – –
BTWM
486
Baker Tilly Wealth Management
Wisconsin
$970K +$111K +2,276 +13%
RCAG
487
Rehmann Capital Advisory Group
Michigan
$960K +$1.56K +32 +0.2%
SAM
488
Sequent Asset Management
Texas
$955K – – –
CA
489
Calton & Associates
Florida
$950K +$46.3K +950 +5%
GSIAS
490
Garden State Investment Advisory Services
New Jersey
$934K +$24.4K +500 +3%
CPL
491
CAP Partners LLC
Tennessee
$913K +$201K +4,132 +28%
WPW
492
Waldron Private Wealth
Pennsylvania
$908K – – –
ASN
493
Advisory Services Network
Georgia
$899K +$359K +7,372 +67%
RFC
494
Regions Financial Corp
Alabama
$883K – – –
BMWM
495
Brown Miller Wealth Management
Virginia
$865K +$43.2K +886 +5%
LBC
496
Lowe Brockenbrough & Co
Virginia
$858K +$13.7K +281 +2%
TCA
497
Transcend Capital Advisors
New Jersey
$845K +$14K +288 +2%
LFAS
498
Level Four Advisory Services
Texas
$839K -$5.2M -106,757 -86%
MAWCM
499
Mine & Arao Wealth Creation & Management
California
$839K +$27.3K +560 +3%
WAM
500
Wallington Asset Management
Indiana
$836K +$101K +2,080 +14%
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