SPYV icon

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.

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
1
LPL Financial
California
$1.68B
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$127M
3
MYIA
3
Mount Yale Investment Advisors
Colorado
$68.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$255M
5
OWA
5
Octavia Wealth Advisors
Ohio
$68.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$210M
2
Morgan Stanley
2
Morgan Stanley
New York
$501M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$148M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
HI
5
Horizon Investments
North Carolina
$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
51
Octavia Wealth Advisors
Ohio
$68.1M +$66.7M +1,330,887 +4,728%
Stifel Financial
52
Stifel Financial
Missouri
$61.1M +$12.1M +240,841 +25%
ACM
53
AlphaStar Capital Management
North Carolina
$59.9M +$2.08M +41,424 +4%
NA
54
Nottingham Advisors
New York
$59.1M -$1.05M -21,008 -2%
KA
55
Klingman & Associates
New York
$56.2M -$1.8M -35,909 -3%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$55.7M +$48.5K +969 +0.1%
NB
57
Nicolet Bankshares
Wisconsin
$55.3M -$294K -5,868 -0.5%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$51.7M -$2.03M -40,518 -4%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$50.8M +$4.24M +84,633 +9%
GLA
60
Good Life Advisors
Pennsylvania
$48.9M +$1.27M +25,322 +3%
AF
61
Arrow Financial
New York
$48.9M -$8.33M -166,317 -15%
FHA
62
Flagship Harbor Advisors
Massachusetts
$47.3M -$14.2M -283,124 -23%
AI
63
Accredited Investors
Minnesota
$45.6M -$2.47M -49,356 -5%
AIA
64
Alera Investment Advisors
Illinois
$45.3M -$5.47M -109,215 -11%
CA
65
CoreCap Advisors
Michigan
$44.5M -$14.3M -286,307 -24%
CFG
66
Compton Financial Group
Maryland
$43.8M +$663K +13,237 +2%
WH
67
Whitcomb & Hess
Ohio
$43.2M -$3.67M -73,350 -8%
IWM
68
IHT Wealth Management
Illinois
$41.9M +$10.2M +204,404 +32%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$40.6M -$42.4M -845,563 -51%
PIA
70
Perennial Investment Advisors
California
$39.3M -$4.17M -83,197 -10%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$39.3M -$17.3M -345,595 -31%
FWI
72
Facet Wealth Inc
Maryland
$39.3M -$1.3M -26,659 -3%
BCM
73
Brookstone Capital Management
Illinois
$38.1M +$10.4M +207,957 +38%
BWG
74
Balanced Wealth Group
Ohio
$38M +$22.1M +895,218 +139%
BFEC
75
Benjamin F. Edwards & Company
Missouri
$37.8M +$8.26M +164,873 +28%
1 2
3
4 5