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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
+$124M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$64.6M
3
TC
TownSquare Capital
Utah
+$51M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$39.8M
5
TCM
Tradewinds Capital Management
Washington
+$26.6M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$103M
2
Morgan Stanley
Morgan Stanley
New York
-$53.7M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$38.1M
4
EWA
ERTS Wealth Advisors
Michigan
-$29.5M
5
RIM
Redwood Investment Management
Arizona
-$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
651
Coppell Advisory Solutions
Texas
$346K +$346K +7,108 New
ISB
652
Iowa State Bank
Iowa
$346K -$14.6K -300 -4%
FMWA
653
Forvis Mazars Wealth Advisors
Missouri
$345K -$23.5K -482 -6%
RPCONE
654
Retirement Planning Company of New England
Rhode Island
$344K +$244 +5 +0.1%
GC
655
Grimes & Company
Massachusetts
$344K +$7.7K +158 +2%
AWM
656
Accel Wealth Management
Iowa
$343K +$1.41K +29 +0.4%
TCMP
657
Thrive Capital Management (Pennsylvania)
Pennsylvania
$341K +$341K +6,994 New
AFG
658
Atomi Financial Group
New York
$338K -$83.2K -1,707 -20%
CA
659
Continuum Advisory
Idaho
$337K +$311K +6,387 +1,194%
Empower Advisory Group
660
Empower Advisory Group
Colorado
$337K +$70.2K +1,441 +26%
MSF
661
Mustard Seed Financial
Arkansas
$334K +$146 +3 +0%
GWMR
662
GC Wealth Management RIA
Massachusetts
$329K – – –
GFG
663
Greystone Financial Group
Michigan
$327K +$1.95K +40 +0.6%
DW30
664
Drucker Wealth 3.0
New Jersey
$325K +$325K +6,677 New
VF
665
Vawter Financial
Ohio
$324K -$10.9K -224 -3%
GAM
666
Grandview Asset Management
Pennsylvania
$322K +$536 +11 +0.2%
RWPA
667
Richard W. Paul & Associates
Michigan
$321K -$22.9K -469 -7%
OAM
668
Oppenheimer Asset Management
New York
$319K +$46.8K +961 +17%
FWM
669
Focused Wealth Management
New York
$319K -$2.53K -52 -0.8%
RPC
670
Rossmore Private Capital
Connecticut
$319K – – –
PA
671
Pineridge Advisors
Missouri
$318K +$318K +6,533 New
WGCA
672
Wolf Group Capital Advisors
Virginia
$318K -$143K -2,941 -31%
OSNBOA
673
Old Second National Bank of Aurora
Illinois
$317K -$2.68K -55 -0.8%
AWM
674
Apollon Wealth Management
South Carolina
$317K +$6K +123 +2%
HWMC
675
Heritage Wealth Management (California)
California
$312K – – –
25 26
27
28 29