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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 %
GCP
701
Gill Capital Partners
Colorado
$274K – – –
ATPW
702
Ashton Thomas Private Wealth
Arizona
$273K -$9.6K -197 -3%
ESB
703
Essex Savings Bank
Connecticut
$273K -$19.1K -391 -7%
SFS
704
Security Financial Services
Indiana
$271K -$19.4K -397 -7%
EAM
705
Empirical Asset Management
Massachusetts
$271K -$491K -10,080 -64%
SW
706
SMART Wealth
Nebraska
$270K +$59.3K +1,216 +28%
SIC
707
Sterling Investment Counsel
New York
$269K -$103K -2,121 -28%
TP
708
Tranquility Partners
Tennessee
$267K – – –
MFT
709
Moisand Fitzgerald Tamayo
Florida
$267K -$29.7K -609 -10%
PPWP
710
Proquility Private Wealth Partners
Nevada
$266K -$36.2K -742 -12%
AWM
711
Accurate Wealth Management
Florida
$266K -$130K -2,599 -33%
TCM
712
Traynor Capital Management
Pennsylvania
$266K +$5.95K +122 +2%
ICP
713
Interchange Capital Partners
Pennsylvania
$263K – – –
AFO
714
Arrowroot Family Office
California
$262K -$41K -842 -14%
BC
715
Brio Consultants
California
$258K -$58.3K -1,196 -18%
KFS
716
Kaizen Financial Strategies
California
$256K +$256K +5,031 New
PWA
717
Provenance Wealth Advisors
Florida
$254K – – –
EFG
718
Erickson Financial Group
Pennsylvania
$253K -$131K -2,681 -34%
CA
719
Cambridge Advisors
Nebraska
$250K – – –
ACI
720
Alpha Cubed Investments
California
$249K – – –
GA
721
Goldstein Advisors
Wisconsin
$247K -$5.65K -116 -2%
DSA
722
Droms Strauss Advisors
Missouri
$245K – – –
LC
723
LCNB Corp
Ohio
$244K – – –
JFG
724
JMG Financial Group
Illinois
$242K – – –
CWM
725
Chicago Wealth Management
Illinois
$241K – – –
27 28
29
30 31