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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 %
OA
776
Operose Advisors
Wisconsin
$136K – – –
APC
777
Aspire Private Capital
North Carolina
$135K +$31K +636 +30%
MSG
778
Main Street Group
Virginia
$113K +$16.2K +334 +17%
TIM
779
Thompson Investment Management
Wisconsin
$112K – – –
CWM
780
Cedar Wealth Management
California
$111K – – –
AA
781
Ancora Advisors
Ohio
$108K -$13.6K -278 -11%
HWA
782
Heritage Wealth Advisors
Virginia
$107K – – –
SIC
783
Salem Investment Counselors
North Carolina
$104K +$69.8K +1,432 +207%
BFS
784
Bare Financial Services
Pennsylvania
$102K – – –
WIA
785
Wetzel Investment Advisors
Indiana
$101K – – –
TCOV
786
Trust Company of Vermont
Vermont
$99.8K – – –
ACA
787
Aptus Capital Advisors
Alabama
$99.4K +$41.3K +848 +71%
FWP
788
FAS Wealth Partners
Kansas
$98.7K +$79.2K +1,625 +407%
JFGIW
789
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$97.8K – – –
CMP
790
Coston McIsaac & Partners
Maine
$93K – – –
VAG
791
VisionPoint Advisory Group
Texas
$86.3K +$86.3K +1,771 New
BA
792
Ballast Advisors
Minnesota
$84.9K -$14.4K -296 -15%
PO
793
Private Ocean
California
$82.5K +$390 +8 +0.5%
NFSG
794
Newbridge Financial Services Group
Florida
$80.4K -$99.2K -2,035 -55%
National Bank of Canada
795
National Bank of Canada
Quebec, Canada
$73K -$4.66K -96 -6%
TCG
796
Transcendent Capital Group
Oklahoma
$72.9K – – –
FFC
797
First Financial Corp
Indiana
$71.6K +$71.6K +1,468 New
NL
798
NVWM LLC
Pennsylvania
$71.2K – – –
SSB
799
Sandy Spring Bank
Maryland
$70.1K +$70.1K +1,438 New
RFA
800
Register Financial Advisors
Georgia
$67.5K – – –
30 31
32
33 34