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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 %
HWA
751
Heritage Wealth Advisors
Virginia
$110K – – –
APC
752
Aspire Private Capital
North Carolina
$107K +$107K +2,137 New
TCOV
753
Trust Company of Vermont
Vermont
$103K – – –
BA
754
Ballast Advisors
Minnesota
$102K -$34.3K -684 -25%
JFGIW
755
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$101K – – –
MSG
756
Main Street Group
Virginia
$99.1K +$548 +11 +0.6%
CMP
757
Coston McIsaac & Partners
Maine
$96K – – –
WIA
758
Wetzel Investment Advisors
Indiana
$96K – – –
BFS
759
Bare Financial Services
Pennsylvania
$95.9K +$95.9K +2,000 New
HF
760
Halpern Financial
Virginia
$91.3K – – –
PO
761
Private Ocean
California
$84.4K +$20.5K +409 +32%
FFWM
762
Future Financial Wealth Management
Ohio
$81.5K +$81.5K +1,627 New
National Bank of Canada
763
National Bank of Canada
Quebec, Canada
$79.1K +$74.4K +1,506 +1,569%
BCMLT
764
Beacon Capital Management LLC (Tennessee)
Tennessee
$77.7K +$77.1K +1,539 +12,825%
TCG
765
Transcendent Capital Group
Oklahoma
$75K +$75K +1,496 New
NL
766
NVWM LLC
Pennsylvania
$73.2K – – –
RFA
767
Register Financial Advisors
Georgia
$69.4K – – –
FM
768
Family Management
New York
$63.4K – – –
WIM
769
Westside Investment Management
California
$63K -$3.16K -63 -5%
OIA
770
Optimum Investment Advisors
Illinois
$60.1K – – –
ACA
771
Aptus Capital Advisors
Alabama
$59.7K -$15.4K -307 -20%
SAG
772
Spotlight Asset Group
Illinois
$59.5K – – –
MFA
773
McClarren Financial Advisors
Pennsylvania
$58K – – –
GI
774
Gradient Investments
Minnesota
$57.7K -$161K -3,206 -74%
AFWM
775
Abich Financial Wealth Management
Virginia
$57.4K +$34.9K +697 +156%
29 30
31
32 33