State Street SPDR Portfolio S&P 500 Value ETF
SPYV
899 hedge funds and large institutions have $18.2B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 391 increasing their positions, 294 reducing their positions, and 39 closing their positions.
51,162% more call options, than puts
Call options by funds: $14.9M | Put options by funds: $29K
138% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 39
33% more repeat investments, than reductions
Existing positions increased: 391 | Existing positions reduced: 294
5% more funds holding
Funds holding: 855 → 899 (+44)
1% less capital invested
Capital invested by funds: $18.4B → $18.2B (-$244M)
1.04% less ownership
Funds ownership: 86.34% → 85.3% (-1%)
3% less funds holding in top 10
Funds holding in top 10: 137 → 133 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$124M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$64.8M |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
+$51.1M |
| 4 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$41M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$39.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$104M |
| 2 |
Morgan Stanley
New York
|
-$53.9M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$38.2M |
| 4 |
EWA
ERTS Wealth Advisors
Marquette,
Michigan
|
-$29.6M |
| 5 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
-$21.6M |
SPYV Hedge Fund Activity: Q2 2024 in Review
899 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q2 2024, worth a combined $18.2B — down 1.3% from $18.4B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new SPYV positions and 39 closed out — a net gain of 54 holders — while 391 added to existing stakes and 294 trimmed.
The largest buyer was LPL Financial, adding an estimated $124M. The largest seller was Horizon Investments, cutting an estimated $104M.
- 899 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q2 2024, up from 855 in Q1 2024.
- Funds reported $18.2B of State Street SPDR Portfolio S&P 500 Value ETF stock for Q2 2024, down 1.3% quarter-over-quarter.
- 93 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q2 2024 and 39 closed out, a net change of +54 holders.
- The largest State Street SPDR Portfolio S&P 500 Value ETF buyer in Q2 2024 was LPL Financial, an estimated $124M added.
- The largest State Street SPDR Portfolio S&P 500 Value ETF seller in Q2 2024 was Horizon Investments, an estimated $104M sold.
Based on aggregated 13F filings for Q2 2024.