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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 %
ST
651
Smithfield Trust
Pennsylvania
$321K – – –
HA
652
Herold Advisors
New York
$321K +$321K +6,403 New
LWA
653
Lantern Wealth Advisors
New York
$321K +$321K +6,403 New
AWM
654
Apollon Wealth Management
South Carolina
$319K -$5.91K -118 -2%
BP
655
Ballentine Partners
Massachusetts
$318K -$128K -2,557 -29%
MCCP
656
Mission Creek Capital Partners
California
$314K -$3.96K -79 -1%
AFO
657
Arrowroot Family Office
California
$311K -$8.27K -165 -3%
OC
658
Oppenheimer & Co
New York
$311K -$5.27M -105,180 -94%
PPWP
659
Proquility Private Wealth Partners
Nevada
$310K +$310K +6,197 New
SFS
660
Stiles Financial Services
Minnesota
$306K +$21.2K +423 +7%
BI
661
Berkeley Inc
Idaho
$306K – – –
MFT
662
Moisand Fitzgerald Tamayo
Florida
$305K -$46.6K -930 -13%
SFS
663
Security Financial Services
Indiana
$298K +$298K +5,956 New
GA
664
GoalVest Advisory
New York
$296K +$296K +5,918 New
PIA
665
Pinion Investment Advisors
Kansas
$296K +$296K +5,918 New
KeyBank National Association
666
KeyBank National Association
Ohio
$296K +$42.9K +857 +17%
KWA
667
Kingswood Wealth Advisors
California
$291K -$63.9K -1,275 -18%
ATPW
668
Ashton Thomas Private Wealth
Arizona
$291K -$79.8K -1,592 -22%
GS
669
GTS Securities
New York
$290K -$296K -5,917 -51%
SAI
670
Savvy Advisors Inc
New York
$289K +$289K +5,764 New
WSTAM
671
Wilbanks Smith & Thomas Asset Management
Virginia
$288K +$10.4K +207 +4%
BRWA
672
B. Riley Wealth Advisors
Florida
$286K -$4.36M -105,561 -94%
CWP
673
Concord Wealth Partners
Virginia
$283K +$35.4K +707 +14%
YIH
674
Y-Intercept (HK)
Hong Kong
$281K +$281K +5,614 New
PCA
675
Prosperity Capital Advisors
Ohio
$281K -$59.3K -1,183 -17%
25 26
27
28 29