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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 %
FI
626
FWG Investments
Kentucky
$362K +$1.9K +38 +0.5%
IWA
627
Invera Wealth Advisors
Oregon
$354K -$13K -274 -4%
RPCONE
628
Retirement Planning Company of New England
Rhode Island
$354K +$250 +5 +0.1%
RWPA
629
Richard W. Paul & Associates
Michigan
$354K -$49.4K -987 -12%
NFP
630
Narus Financial Partners
Utah
$353K +$9.37K +187 +3%
T
631
Tidemark
California
$353K +$125K +2,500 +55%
AWM
632
Accel Wealth Management
Iowa
$351K +$41.8K +835 +14%
GC
633
Grimes & Company
Massachusetts
$346K -$4.96K -99 -1%
VF
634
Vawter Financial
Ohio
$344K -$4.01K -80 -1%
Citadel Advisors
635
Citadel Advisors
Florida
$344K +$344K +6,860 New
MSF
636
Mustard Seed Financial
Arkansas
$343K +$8.22K +164 +2%
PFM
637
Phillips Financial Management
Indiana
$340K – – –
SW
638
Simplicity Wealth
New Jersey
$338K +$338K +6,756 New
GWMR
639
GC Wealth Management RIA
Massachusetts
$338K – – –
GFG
640
Greystone Financial Group
Michigan
$335K -$1.24M -24,671 -79%
ZF
641
Zega Financial
Florida
$334K -$46.8K -934 -12%
FWM
642
Focused Wealth Management
New York
$331K -$2.1K -42 -0.6%
GAM
643
Grandview Asset Management
Pennsylvania
$330K +$2.15K +43 +0.7%
SG
644
Sharper & Granite
California
$330K -$69.9K -1,420 -17%
OSNBOA
645
Old Second National Bank of Aurora
Illinois
$329K -$6.16K -123 -2%
RPC
646
Rossmore Private Capital
Connecticut
$328K – – –
MGW
647
MB Generational Wealth
Washington
$327K +$83.6K +2,209 +34%
SAW
648
Signal Advisors Wealth
Michigan
$326K +$326K +6,498 New
BC
649
Brio Consultants
California
$325K -$42.4K -847 -12%
HWMC
650
Heritage Wealth Management (California)
California
$321K -$11K -220 -3%
24 25
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