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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 %
FPCP
526
Fort Point Capital Partners
California
$635K +$2.36K +47 +0.4%
HCM
527
Hengehold Capital Management
Ohio
$631K -$258K -5,155 -29%
MP
528
McDonald Partners
Ohio
$611K +$251 +5 +0%
PWA
529
Peterson Wealth Advisors
Utah
$607K +$3.11K +62 +0.5%
WAM
530
WNY Asset Management
New York
$601K -$61.1K -1,219 -9%
DA
531
Detalus Advisors
Missouri
$599K +$50 +1 +0%
HAG
532
HF Advisory Group
Maryland
$595K +$551 +11 +0.1%
CAG
533
Csenge Advisory Group
Florida
$586K -$754K -15,052 -56%
PCS
534
Private Client Services
Kentucky
$580K +$348K +6,946 +150%
SWA
535
SOA Wealth Advisors
New York
$578K +$578K +11,542 New
NL
536
NWAM LLC
Washington
$576K -$150K -3,063 -21%
IF
537
Intrua Financial
Texas
$574K -$2.23M -44,464 -80%
MA
538
MKT Advisors
California
$574K +$574K +11,779 New
BFG
539
Beacon Financial Group
Texas
$569K – – –
CB
540
Community Bank
New York
$568K -$16.5K -330 -3%
NS
541
NBC Securities
Alabama
$567K +$4.05K +81 +0.7%
CL
542
COWA LLC
Oklahoma
$566K -$229K -4,570 -29%
TFG
543
Tilson Financial Group
New Jersey
$562K -$92.5K -1,847 -14%
CFGS
544
Concourse Financial Group Securities
Alabama
$562K -$331K -6,609 -37%
FGA
545
Fortis Group Advisors
New Jersey
$561K +$34.5K +688 +7%
PNC Financial Services Group
546
PNC Financial Services Group
Pennsylvania
$560K +$61.1K +1,220 +12%
MAM
547
MMA Asset Management
Pennsylvania
$559K -$197K -3,935 -26%
IFPL
548
Investments & Financial Planning LLC
Kentucky
$555K -$1.2K -24 -0.2%
ASN
549
Advisory Services Network
Georgia
$554K +$299K +5,958 +117%
KIA
550
Kraematon Investment Advisors
Massachusetts
$552K -$3.51K -70 -0.6%
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