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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 %
BBNA
601
Bremer Bank National Association
Minnesota
$409K -$31.7K -633 -7%
WGCA
602
Wolf Group Capital Advisors
Virginia
$409K – – –
SIA
603
Soltis Investment Advisors
Utah
$408K -$12.1K -242 -3%
CW
604
CreativeOne Wealth
Kansas
$406K +$406K +8,096 New
TPWM
605
Twelve Points Wealth Management
Massachusetts
$405K – – –
CIA
606
Cape Investment Advisory
Georgia
$403K +$9.77K +195 +2%
AA
607
AlphaMark Advisors
Kentucky
$401K +$214K +4,276 +114%
FFG
608
Frisch Financial Group
New York
$400K +$1.95K +39 +0.5%
CCA
609
Clarity Capital Advisors
Florida
$397K +$2.05K +41 +0.5%
HFS
610
Hoge Financial Services
Pennsylvania
$396K +$2.05K +41 +0.5%
EFG
611
Erickson Financial Group
Pennsylvania
$394K +$2.41K +48 +0.6%
MA
612
MCF Advisors
Kentucky
$389K – – –
SEI Investments
613
SEI Investments
Pennsylvania
$384K +$77.8K +1,553 +25%
LSA
614
Lion Street Advisors
Texas
$384K – – –
SIC
615
Sterling Investment Counsel
New York
$383K -$9.42K -188 -2%
SWIM
616
Smallwood Wealth Investment Management
New Jersey
$380K – – –
AWM
617
Accurate Wealth Management
Florida
$379K +$136K +2,852 +56%
FMWA
618
Forvis Mazars Wealth Advisors
Missouri
$379K -$19.2K -384 -5%
NIM
619
Northeast Investment Management
Massachusetts
$377K – – –
ISB
620
Iowa State Bank
Iowa
$371K – – –
CWM
621
Cahaba Wealth Management
Georgia
$369K – – –
BI
622
Ballast Inc
Kentucky
$368K +$4.11K +82 +1%
BSW
623
Buckingham Strategic Wealth
Missouri
$368K -$91.4K -1,825 -20%
CIA
624
Cascade Investment Advisors
Oregon
$367K +$12.5K +250 +4%
KA
625
Kovack Advisors
Florida
$364K +$23.7K +474 +7%
23 24
25
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