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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 %
OAM
676
Oppenheimer Asset Management
New York
$280K -$95.9K -1,914 -26%
ESB
677
Essex Savings Bank
Connecticut
$279K – – –
T. Rowe Price Associates
678
T. Rowe Price Associates
Maryland
$278K +$278K +5,535 New
TP
679
Tranquility Partners
Tennessee
$274K – – –
ES
680
ETF Store
Kansas
$274K +$274K +5,469 New
Empower Advisory Group
681
Empower Advisory Group
Colorado
$274K +$13.6K +272 +5%
ICP
682
Interchange Capital Partners
Pennsylvania
$271K +$1.05K +21 +0.4%
GCP
683
Gill Capital Partners
Colorado
$270K – – –
MSFS
684
Main Street Financial Solutions
Pennsylvania
$268K -$3.61K -72 -1%
TCM
685
Traynor Capital Management
Pennsylvania
$267K +$267K +5,329 New
PWA
686
Provenance Wealth Advisors
Florida
$261K -$62M -1,236,588 -100%
GA
687
Goldstein Advisors
Wisconsin
$259K -$17.7K -354 -6%
HSG
688
Helen Stephens Group
Texas
$259K -$137K -2,731 -35%
FMN
689
Financial Management Network
California
$257K +$257K +5,252 New
CA
690
Cambridge Advisors
Nebraska
$257K – – –
ACI
691
Alpha Cubed Investments
California
$256K – – –
NCM
692
Northwest Capital Management
Oregon
$254K +$2.1K +42 +0.8%
DSA
693
Droms Strauss Advisors
Missouri
$252K – – –
LC
694
LCNB Corp
Ohio
$251K – – –
TA
695
Tactive Advisors
Florida
$251K +$251K +5,000 New
JFG
696
JMG Financial Group
Illinois
$249K +$249K +4,964 New
CWM
697
Chicago Wealth Management
Illinois
$248K – – –
EFG
698
Everhart Financial Group
Ohio
$247K -$30K -599 -11%
PB
699
Pinnacle Bancorp
Nebraska
$247K – – –
VVP
700
Venture Visionary Partners
Ohio
$244K +$150 +3 +0.1%
26 27
28
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