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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 %
BCWM
801
Bartlett & Co Wealth Management
Ohio
$27.3K – – –
CA
802
Continuum Advisory
Idaho
$26.4K -$456K -9,266 -95%
ANBT
803
American National Bank & Trust
Texas
$25.7K – – –
CFO
804
CVA Family Office
Colorado
$24.1K – – –
SAM
805
Smartleaf Asset Management
Massachusetts
$23.3K -$349 -7 -1%
HFM
806
Hartford Financial Management
Connecticut
$23K -$10.7K -213 -32%
PS
807
Principal Securities
Iowa
$22.5K -$21.8M -434,717 -100%
Deutsche Bank
808
Deutsche Bank
Germany
$20.5K +$3.01K +60 +17%
WIC
809
Woodmont Investment Counsel
Tennessee
$20K +$20K +400 New
FWP
810
FAS Wealth Partners
Kansas
$20K +$20K +399 New
GPFA
811
Game Plan Financial Advisors
Ohio
$18.8K +$18.8K +375 New
CAM
812
Creekmur Asset Management
Illinois
$17.7K -$21.7K -433 -55%
BlackRock
813
BlackRock
New York
$17.4K +$17.4K +348 New
FMII
814
Farmers & Merchants Investments Inc
Nebraska
$17K – – –
CPA
815
Cardiff Park Advisors
California
$16.4K – – –
IPW
816
Impact Partnership Wealth
Georgia
$16.4K +$50 +1 +0.3%
TH
817
TCTC Holdings
Texas
$16.3K +$16.3K +325 New
PWMG
818
Prestige Wealth Management Group
New Jersey
$15.8K – – –
CHC
819
City Holding Co
West Virginia
$15.8K – – –
PFBT
820
Parkside Financial Bank & Trust
Missouri
$14.1K – – –
CAL
821
Capital Advisors Ltd
Ohio
$14K – – –
SIS
822
Sound Income Strategies
Florida
$13K – – –
CTWM
823
Cherry Tree Wealth Management
Minnesota
$13K – – –
PAG
824
Paladin Advisory Group
Iowa
$12.6K -$1.34K -27 -10%
AWM
825
Abound Wealth Management
Tennessee
$12.6K -$6.56K -131 -34%
31 32
33
34 35