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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
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 Holding Trade Value Shares
Change 		Shares
Change %
EFG
726
Everhart Financial Group
Ohio
$241K +$487 +10 +0.2%
IAIM
727
International Assets Investment Management
Florida
$239K +$239K +4,903 New
VVP
728
Venture Visionary Partners
Ohio
$235K -$2.29K -47 -1%
ICMP
729
Integrated Capital Management (Pennsylvania)
Pennsylvania
$233K +$14.7K +302 +7%
SWM
730
SFG Wealth Management
Maryland
$233K -$3.07K -63 -1%
CCMG
731
Clark Capital Management Group
Pennsylvania
$231K +$231K +4,747 New
FFW
732
Fusion Family Wealth
New York
$229K – – –
TC
733
TAP Consulting
Missouri
$228K -$3.8K -78 -2%
HT
734
Headlands Technologies
Illinois
$227K +$227K +4,655 New
CWP
735
Concord Wealth Partners
Virginia
$227K -$49K -1,005 -18%
SW
736
Simplicity Wealth
New Jersey
$226K -$103K -2,113 -31%
DC
737
Davenport & Co
Virginia
$226K +$226K +4,641 New
VR
738
Valued Retirements
Texas
$226K – – –
MSFS
739
Main Street Financial Solutions
Pennsylvania
$225K -$35.9K -736 -14%
SCTC
740
Sanibel Captiva Trust Company
Florida
$222K – – –
LSA
741
Lion Street Advisors
Texas
$219K -$183K -3,748 -46%
NPF
742
Norris Perne & French
Michigan
$217K – – –
LFA
743
LGT Financial Advisors
Texas
$216K +$45.9K +942 +27%
Fisher Asset Management
744
Fisher Asset Management
Washington
$216K -$219K -4,484 -50%
WAS
745
Winch Advisory Services
Wisconsin
$216K +$19.2K +394 +10%
ES
746
ETF Store
Kansas
$213K -$53.9K -1,106 -20%
RWM
747
Rockwood Wealth Management
Pennsylvania
$213K +$213K +4,361 New
VNA
748
Valley National Advisers
Pennsylvania
$212K – – –
MCA
749
MSH Capital Advisors
Arizona
$211K -$20K -411 -9%
NCM
750
Northwest Capital Management
Oregon
$211K -$36K -738 -15%
28 29
30
31 32