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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.

Holders
892
Holders Change
+42
Holders Change %
+4.94%
% of All Funds
12.98%
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
1
LPL Financial
California
$1.75B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$3.67B
3
TC
3
TownSquare Capital
Utah
$172M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$194M
5
TCM
5
Tradewinds Capital Management
Washington
$28.5M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$182M
2
Morgan Stanley
2
Morgan Stanley
New York
$433M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$202M
4
EWA
4
ERTS Wealth Advisors
Michigan
$45.7M
5
RIM
5
Redwood Investment Management
Arizona
$5.88M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$60.2M 1,235,558 -130,794 -10%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$59.4M 1,219,518 +187,248 +18%
NA
53
Nottingham Advisors
New York
$57.4M 1,178,488 -993 -0.1%
KA
54
Klingman & Associates
New York
$54.3M 1,113,792 -7,471 -0.7%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$53.7M 1,101,343 -10,719 -1%
NB
56
Nicolet Bankshares
Wisconsin
$52.9M 1,085,792 -17,248 -2%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$51.8M 1,062,107 +48,236 +5%
GLA
58
Good Life Advisors
Pennsylvania
$51.5M 1,057,125 +80,619 +8%
EWA
59
ERTS Wealth Advisors
Michigan
$45.7M 936,636 -606,250 -39%
AF
60
Arrow Financial
New York
$44.8M 918,440 -57,161 -6%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$43.2M 886,867 +258,603 +41%
WH
62
Whitcomb & Hess
Ohio
$43.1M 884,536 +22,200 +3%
AI
63
Accredited Investors
Minnesota
$42.9M 879,297 -30,223 -3%
CFG
64
Compton Financial Group
Maryland
$42.2M 865,672 -9,028 -1%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$40.1M 822,699 +11,758 +1%
IWM
66
IHT Wealth Management
Illinois
$40.1M 822,330 -13,666 -2%
FWI
67
Facet Wealth Inc
Maryland
$39.2M 768,339 -38,902 -5%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$38.4M 787,991 +34,354 +5%
PIA
69
Perennial Investment Advisors
California
$38.3M 785,822 +1,007 +0.1%
CFD
70
Creative Financial Designs
Indiana
$37.1M 760,864 +44,708 +6%
BWG
71
Balanced Wealth Group
Ohio
$36.5M 1,519,183 -18,569 -1%
Prudential Financial
72
Prudential Financial
New Jersey
$35.6M 731,402 +5,674 +0.8%
Envestnet Portfolio Solutions
73
Envestnet Portfolio Solutions
Illinois
$35.5M 729,164 -17,807 -2%
AIA
74
Alera Investment Advisors
Illinois
$35.5M 728,249 -175,061 -19%
CA
75
CoreCap Advisors
Michigan
$35.4M 726,295 -161,058 -18%
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