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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 %
RJT
626
Raymond James Trust
Florida
$408K +$408K +8,374 New
PCA
627
Prosperity Capital Advisors
Ohio
$400K +$127K +2,602 +46%
BBNA
628
Bremer Bank National Association
Minnesota
$398K – – –
CW
629
CreativeOne Wealth
Kansas
$393K -$2.49K -51 -0.6%
FFBTD
630
First Financial Bank - Trust Division
Ohio
$393K +$393K +8,054 New
CCA
631
Clarity Capital Advisors
Florida
$389K +$2.29K +47 +0.6%
HFS
632
Hoge Financial Services
Pennsylvania
$387K +$2.24K +46 +0.6%
MA
633
MCF Advisors
Kentucky
$379K – – –
LIA
634
Lynx Investment Advisory
District of Columbia
$378K +$378K +7,763 New
BI
635
Ballast Inc
Kentucky
$378K +$19.5K +401 +5%
TNBTD
636
Trustmark National Bank Trust Department
Mississippi
$377K +$377K +7,732 New
CWM
637
Cahaba Wealth Management
Georgia
$371K +$12.8K +263 +4%
SWIM
638
Smallwood Wealth Investment Management
New Jersey
$370K – – –
CIA
639
Cape Investment Advisory
Georgia
$369K -$22.8K -468 -6%
HWM
640
Horizon Wealth Management
Illinois
$368K -$20.4M -417,903 -98%
SIA
641
Soltis Investment Advisors
Utah
$365K -$32.1K -658 -8%
WAS
642
Wealth Advisory Solutions
Indiana
$361K +$361K +7,400 New
CIA
643
Cascade Investment Advisors
Oregon
$360K +$2.44K +50 +0.7%
IWA
644
Invera Wealth Advisors
Oregon
$357K -$12.9K -261 -3%
MC
645
Moors & Cabot
Massachusetts
$356K -$48.6K -997 -12%
FI
646
FWG Investments
Kentucky
$354K +$2.05K +42 +0.6%
HA
647
Herold Advisors
New York
$354K +$42K +861 +13%
LWA
648
Lantern Wealth Advisors
New York
$354K +$42K +861 +13%
NFP
649
Narus Financial Partners
Utah
$353K +$9.6K +197 +3%
BSW
650
Buckingham Strategic Wealth
Missouri
$348K -$10.2K -209 -3%
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