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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 %
LA
726
LexAurum Advisors
Kansas
$200K +$200K +4,000 New
PSIWM
727
Paradigm Strategies in Wealth Management
Minnesota
$200K +$200K +4,000 New
GWS
728
Glassman Wealth Services
Virginia
$192K +$71.3K +1,423 +59%
AP
729
Atwood & Palmer
Missouri
$189K – – –
BAM
730
Byrne Asset Management
New Jersey
$187K -$168K -360 Closed
NFSG
731
Newbridge Financial Services Group
Florida
$185K -$85.5K -1,707 -32%
Qube Research & Technologies (QRT)
732
Qube Research & Technologies (QRT)
United Kingdom
$182K +$114K +2,278 +168%
RIL
733
Rothschild Investment LLC
Illinois
$176K +$176K +3,504 New
LFA
734
LGT Financial Advisors
Texas
$175K +$175K +3,485 New
EWM
735
Evermay Wealth Management
Virginia
$173K +$14K +280 +9%
BLC
736
Brown, Lisle/Cummings
Rhode Island
$173K +$75.2K +1,500 +77%
TAM
737
Tucker Asset Management
Colorado
$168K +$168K +3,346 New
PP
738
PrairieView Partners
Minnesota
$159K – – –
ITIM
739
Indiana Trust & Investment Management
Indiana
$158K – – –
POIA
740
Pin Oak Investment Advisors
Texas
$152K – – –
S
741
SignatureFD
Georgia
$148K -$11.9K -238 -7%
CT
742
Colonial Trust
South Carolina
$140K – – –
OA
743
Operose Advisors
Wisconsin
$140K +$140K +2,787 New
JWA
744
JFS Wealth Advisors
Pennsylvania
$139K +$10.9K +217 +8%
BWL
745
Bogart Wealth LLC
Virginia
$137K – – –
AA
746
Ancora Advisors
Ohio
$124K -$4.26K -85 -3%
GM
747
GeoWealth Management
Illinois
$119K +$112K +2,239 +1,555%
TIM
748
Thompson Investment Management
Wisconsin
$115K -$10K -200 -8%
CWM
749
Cedar Wealth Management
California
$114K +$7.52K +150 +7%
MG
750
Mather Group
Illinois
$110K +$110K +2,365 New
28 29
30
31 32