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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 %
CPL
501
CAP Partners LLC
Tennessee
$731K +$731K +14,601 New
RG
502
Retirement Group
California
$730K +$298K +5,950 +69%
6F
503
626 Financial
Michigan
$720K – – –
AC
504
AWM Capital
Arizona
$718K +$3.56K +71 +0.5%
SL
505
SWMG LLC
Texas
$715K +$107K +2,141 +18%
WP
506
WealthPLAN Partners
Nebraska
$712K +$23.5K +470 +3%
MWM
507
Mission Wealth Management
California
$712K +$712K +14,208 New
Pathstone Holdings
508
Pathstone Holdings
New Jersey
$710K -$196K -3,903 -22%
IMC Chicago
509
IMC Chicago
Illinois
$699K -$361K -7,200 -34%
Brown Advisory
510
Brown Advisory
Maryland
$696K +$100 +2 +0%
FNBOO
511
First National Bank of Omaha
Nebraska
$687K -$19.5K -381 -3%
LF
512
Lantz Financial
Illinois
$682K -$41K -818 -6%
LJAC
513
L.J. Altfest & Co
New York
$682K +$23.2K +463 +4%
FWM
514
ForthRight Wealth Management
Georgia
$680K +$150 +3 +0%
PI
515
PFG Investments
New York
$680K +$263K +5,241 +63%
GJIA
516
Glass Jacobson Investment Advisors
Maryland
$671K +$100 +2 +0%
MWM
517
Marion Wealth Management
Pennsylvania
$658K +$425K +8,493 +183%
GAG
518
GM Advisory Group
New York
$657K – – –
CastleKeep Investment Advisors
519
CastleKeep Investment Advisors
Connecticut
$655K +$1K +20 +0.2%
WSWA
520
Warren Street Wealth Advisors
California
$649K -$20.5K -409 -3%
GA
521
Geller Advisors
New York
$648K – – –
EFG
522
Embree Financial Group
Illinois
$644K +$2.86K +57 +0.4%
C
523
Certuity
Florida
$644K +$1.05K +21 +0.2%
MWM
524
MGB Wealth Management
Texas
$641K +$401 +8 +0.1%
FMTCOCP
525
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$638K +$123K +2,445 +24%
19 20
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