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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 %
SAG
526
SageView Advisory Group
California
$694K +$694K +14,239 New
FFA
527
Frazier Financial Advisors
Ohio
$693K -$20.1K -413 -3%
Pathstone Holdings
528
Pathstone Holdings
New Jersey
$691K – – –
Brown Advisory
529
Brown Advisory
Maryland
$673K -$4.44K -91 -0.7%
KOC
530
Koss-Olinger Consulting
Florida
$669K +$669K +13,719 New
IMC Chicago
531
IMC Chicago
Illinois
$667K -$13.8K -284 -2%
LF
532
Lantz Financial
Illinois
$665K +$975 +20 +0.1%
WAG
533
Wallace Advisory Group
California
$657K +$144K +2,964 +28%
SL
534
SWMG LLC
Texas
$656K -$39.5K -810 -6%
GJIA
535
Glass Jacobson Investment Advisors
Maryland
$653K +$49 +1 +0%
FNBOO
536
First National Bank of Omaha
Nebraska
$647K -$9.11K -187 -1%
IC
537
Innealta Capital
Texas
$645K -$183K -3,752 -22%
LIA
538
LBMC Investment Advisors
Tennessee
$644K -$95.6K -1,961 -13%
CIBC World Market
539
CIBC World Market
Ontario, Canada
$640K +$146K +3,003 +30%
GAG
540
GM Advisory Group
New York
$639K – – –
FWM
541
ForthRight Wealth Management
Georgia
$637K -$24.8K -508 -4%
CastleKeep Investment Advisors
542
CastleKeep Investment Advisors
Connecticut
$636K -$780 -16 -0.1%
FMTCOCP
543
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$634K +$13.8K +284 +2%
GA
544
Geller Advisors
New York
$631K – – –
EFG
545
Embree Financial Group
Illinois
$630K +$3.31K +68 +0.5%
C
546
Certuity
Florida
$627K +$1.17K +24 +0.2%
MWM
547
MGB Wealth Management
Texas
$623K -$13.3K -267 -2%
WSWA
548
Warren Street Wealth Advisors
California
$621K -$10.7K -220 -2%
FPCP
549
Fort Point Capital Partners
California
$621K +$2.63K +54 +0.4%
SFC
550
Strategic Financial Concepts
Texas
$611K +$591K +837,925 +2,863%
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