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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 %
SWM
701
SFG Wealth Management
Maryland
$243K -$9.12K -182 -4%
TC
702
TAP Consulting
Missouri
$238K -$816K -16,291 -77%
MCA
703
MSH Capital Advisors
Arizona
$238K – – –
FFW
704
Fusion Family Wealth
New York
$236K – – –
QCM
705
QRG Capital Management
Illinois
$234K -$125K -2,496 -35%
VR
706
Valued Retirements
Texas
$232K – – –
UAG
707
United Advisor Group
Ohio
$228K +$228K +4,560 New
SCTC
708
Sanibel Captiva Trust Company
Florida
$228K +$228K +4,546 New
FA
709
Fagan Associates
New York
$227K +$227K +4,523 New
BFA
710
Bill Few Associates
Pennsylvania
$226K -$14K -280 -6%
CPRC
711
Consolidated Portfolio Review Corp
New York
$226K -$8.17K -163 -3%
ICMP
712
Integrated Capital Management (Pennsylvania)
Pennsylvania
$225K +$3.56K +71 +2%
WCFA
713
Walkner Condon Financial Advisors
Wisconsin
$224K -$6.36K -127 -3%
NPF
714
Norris Perne & French
Michigan
$223K – – –
AC
715
Apella Capital
Connecticut
$222K -$34K -689 -13%
VNA
716
Valley National Advisers
Pennsylvania
$218K – – –
VIM
717
Vista Investment Management
Pennsylvania
$217K -$19.7K -393 -8%
SW
718
SMART Wealth
Nebraska
$216K +$216K +4,315 New
VWM
719
VCI Wealth Management
Missouri
$215K -$15.3K -305 -7%
VFG
720
Victory Financial Group
Texas
$215K -$57.2K -1,141 -21%
HCMG
721
Howard Capital Management Group
California
$214K +$214K +4,273 New
HCC
722
Hirtle Callaghan & Co
Pennsylvania
$213K -$20.6K -411 -9%
FWM
723
Forza Wealth Management
Florida
$209K +$209K +4,165 New
FAM
724
Formidable Asset Management
Ohio
$206K +$206K +4,105 New
WAS
725
Winch Advisory Services
Wisconsin
$202K +$1K +20 +0.5%
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