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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 %
HCMG
751
Howard Capital Management Group
California
$208K – – –
S
752
SignatureFD
Georgia
$206K +$61.7K +1,266 +43%
VC
753
Veracity Capital
Georgia
$205K +$205K +4,204 New
WCFA
754
Walkner Condon Financial Advisors
Wisconsin
$205K -$13.2K -270 -6%
KCFA
755
Key Client Fiduciary Advisors
New Jersey
$204K +$204K +4,182 New
FWM
756
Forza Wealth Management
Florida
$203K – – –
CPRC
757
Consolidated Portfolio Review Corp
New York
$203K -$17.2K -353 -8%
VIM
758
Vista Investment Management
Pennsylvania
$202K -$8.58K -176 -4%
WWS
759
Wellington Wealth Strategies
Indiana
$201K +$201K +4,115 New
AP
760
Atwood & Palmer
Missouri
$198K +$14.9K +306 +8%
TAM
761
Tucker Asset Management
Colorado
$191K +$28.1K +577 +17%
GWS
762
Glassman Wealth Services
Virginia
$187K – – –
HF
763
Halpern Financial
Virginia
$185K +$94.8K +1,945 +105%
BAM
764
Byrne Asset Management
New Jersey
$181K +$181K +337 New
RIL
765
Rothschild Investment LLC
Illinois
$171K +$97 +2 +0.1%
IGWM
766
ICA Group Wealth Management
Colorado
$171K -$4.32M -88,625 -96%
EWM
767
Evermay Wealth Management
Virginia
$169K – – –
BLC
768
Brown, Lisle/Cummings
Rhode Island
$168K – – –
PFM
769
Phillips Financial Management
Indiana
$158K -$172K -3,531 -52%
PP
770
PrairieView Partners
Minnesota
$154K – – –
POIA
771
Pin Oak Investment Advisors
Texas
$147K – – –
BWL
772
Bogart Wealth LLC
Virginia
$142K +$8.24K +169 +6%
ITIM
773
Indiana Trust & Investment Management
Indiana
$140K -$13.5K -276 -9%
CT
774
Colonial Trust
South Carolina
$136K – – –
JWA
775
JFS Wealth Advisors
Pennsylvania
$136K +$390 +8 +0.3%
29 30
31
32 33