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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 %
D
576
Diversified
Delaware
$536K – – –
TCM
577
Twin Capital Management
Pennsylvania
$528K +$1.95K +40 +0.4%
SEI Investments
578
SEI Investments
Pennsylvania
$525K +$151K +3,106 +41%
VFG
579
Victory Financial Group
Texas
$521K +$312K +6,398 +149%
EP
580
Edgestream Partners
New Jersey
$518K +$518K +10,637 New
PI
581
PFG Investments
New York
$518K -$144K -2,946 -22%
IAN
582
Integrated Advisors Network
Texas
$511K -$1.41K -29 -0.3%
WAM
583
WNY Asset Management
New York
$511K -$74K -1,518 -13%
MG
584
Mather Group
Illinois
$510K +$391K +7,810 +330%
MW
585
Maia Wealth
Colorado
$508K +$508K +10,164 New
FI
586
Financial Insights
Washington
$506K -$5.17K -106 -1%
Qube Research & Technologies (QRT)
587
Qube Research & Technologies (QRT)
United Kingdom
$502K +$324K +6,652 +183%
CS
588
Crescent Sterling
Louisiana
$498K -$2.92K -60 -0.6%
FFG
589
Frisch Financial Group
New York
$494K +$105K +2,144 +27%
Natixis Advisors
590
Natixis Advisors
Massachusetts
$493K +$493K +10,123 New
HIP
591
HUB Investment Partners
Texas
$490K – – –
SIA
592
Schechter Investment Advisors
Michigan
$489K +$195 +4 +0%
SA
593
SpiderRock Advisors
Delaware
$487K – – –
PFGIA
594
Patriot Financial Group Insurance Agency
Massachusetts
$484K +$61.1K +1,254 +14%
CIA
595
Capital Investment Advisors
Georgia
$483K +$483K +9,914 New
CIC
596
Carnegie Investment Counsel
Ohio
$483K -$9.75K -200 -2%
TW
597
TrinityPoint Wealth
Connecticut
$480K +$35.3K +725 +8%
CFS
598
Coordinated Financial Services
Colorado
$474K -$13.1K -269 -3%
AWA
599
Arbor Wealth Advisors
Michigan
$470K – – –
SWMG
600
Sanchez Wealth Management Group
Florida
$469K -$55.3K -1,135 -11%
22 23
24
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