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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 %
IF
601
Ironwood Financial
Arizona
$460K – – –
AWA
602
Acorn Wealth Advisors
Michigan
$455K – – –
DC
603
Darrow Company
Massachusetts
$455K +$1.85K +38 +0.4%
Bank of Montreal
604
Bank of Montreal
Ontario, Canada
$449K -$3.47M -70,356 -89%
PB
605
Pinnacle Bancorp
Nebraska
$448K +$208K +4,268 +87%
SB
606
Strategic Blueprint
Georgia
$448K -$17.7K -364 -4%
IP
607
Investment Partners
Ohio
$439K – – –
Citadel Advisors
608
Citadel Advisors
Florida
$438K +$103K +2,118 +31%
OC
609
Oarsman Capital
Wisconsin
$437K -$8.77K -180 -2%
AA
610
AlphaMark Advisors
Kentucky
$435K +$44.3K +909 +11%
AWM
611
Aviso Wealth Management
Washington
$432K -$22.7K -465 -5%
SMA
612
Sage Mountain Advisors
Georgia
$431K -$50K -1,025 -10%
TWM
613
Trueblood Wealth Management
Ohio
$429K -$3.56K -73 -0.8%
MHS
614
M Holdings Securities
Oregon
$429K +$429K +8,810 New
DAS
615
Dynamic Advisor Solutions
Arizona
$428K +$7.51K +154 +2%
ST
616
Somerset Trust
Pennsylvania
$427K -$7.85K -161 -2%
BBPWM
617
Blue Bell Private Wealth Management
Pennsylvania
$425K -$4.05K -83 -0.9%
MW
618
MBL Wealth
North Carolina
$421K -$40.6K -832 -9%
TPWM
619
Twelve Points Wealth Management
Massachusetts
$419K +$25.5K +523 +6%
HAS
620
HBW Advisory Services
California
$419K -$81K -1,661 -16%
FG
621
Fiduciary Group
Georgia
$417K -$34.3K -703 -8%
IF
622
Intrua Financial
Texas
$412K -$146K -3,004 -26%
TI
623
Truepoint Inc
Ohio
$409K -$96.2K -1,974 -19%
EWA
624
Exencial Wealth Advisors
Oklahoma
$409K +$390 +8 +0.1%
DCM
625
DGS Capital Management
New Jersey
$409K +$4.29K +88 +1%
23 24
25
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