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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 %
CWS
576
Confluence Wealth Services
Pennsylvania
$473K +$473K +9,439 New
AWA
577
Acorn Wealth Advisors
Michigan
$468K – – –
AWM
578
Aviso Wealth Management
Washington
$467K -$29.9K -596 -6%
CF
579
Centaurus Financial
California
$466K +$65.4K +1,306 +16%
DC
580
Darrow Company
Massachusetts
$466K +$466K +9,298 New
FG
581
Fiduciary Group
Georgia
$464K +$46.5K +929 +11%
OC
582
Oarsman Capital
Wisconsin
$458K -$214K -4,266 -32%
TW
583
TrinityPoint Wealth
Connecticut
$457K +$81.6K +1,629 +22%
IP
584
Investment Partners
Ohio
$451K – – –
ST
585
Somerset Trust
Pennsylvania
$447K -$2.71K -54 -0.6%
Fisher Asset Management
586
Fisher Asset Management
Washington
$446K +$446K +8,911 New
IA
587
Inspire Advisors
Idaho
$446K +$37.7K +753 +9%
HVIA
588
Hudson Valley Investment Advisors
New York
$446K -$146K -2,914 -25%
TWM
589
Trueblood Wealth Management
Ohio
$445K +$10.9K +217 +3%
BBPWM
590
Blue Bell Private Wealth Management
Pennsylvania
$441K -$4.21K -84 -0.9%
FFA
591
Fragasso Financial Advisors
Pennsylvania
$440K -$61.4K -1,226 -12%
PFGIA
592
Patriot Financial Group Insurance Agency
Massachusetts
$434K +$434K +8,670 New
AFG
593
Atomi Financial Group
New York
$433K -$541K -10,797 -56%
DAS
594
Dynamic Advisor Solutions
Arizona
$432K +$110K +2,194 +34%
Neuberger Berman Group
595
Neuberger Berman Group
New York
$426K -$132K -2,638 -24%
CASC
596
Coppell Advisory Solutions Corp
Texas
$424K +$424K +8,463 New
EWA
597
Exencial Wealth Advisors
Oklahoma
$420K -$200 -4 -0%
DCM
598
DGS Capital Management
New Jersey
$415K +$115K +2,302 +38%
MC
599
Moors & Cabot
Massachusetts
$415K +$74.1K +1,479 +22%
Manulife (Manufacturers Life Insurance)
600
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$414K – – –
22 23
24
25 26