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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
12.98%
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 %
BTI
801
Blue Trust Inc
Georgia
$67.4K +$67.4K +1,346 New
TIM
802
Tortoise Investment Management
New York
$64.8K +$21K +430 +48%
FM
803
Family Management
New York
$61.7K – – –
WIM
804
Westside Investment Management
California
$61.3K – – –
FIM
805
FWL Investment Management
Texas
$60.4K +$60.4K +1,240 New
OIA
806
Optimum Investment Advisors
Illinois
$58.5K – – –
ADL
807
Asset Dedication LLC
California
$58.1K +$7.02K +144 +14%
SAG
808
Spotlight Asset Group
Illinois
$57.9K – – –
VWM
809
Venturi Wealth Management
Texas
$54.7K – – –
M
810
MOTCO
Texas
$54.1K +$54.1K +1,109 New
ACA
811
Atlas Capital Advisors
Wyoming
$53.4K – – –
OLVIG
812
Oliver Lagore Vanvalin Investment Group
Michigan
$52.4K – – –
NB
813
NBT Bank
New York
$51.9K -$451K -9,243 -90%
QCG
814
Quadrant Capital Group
Ohio
$48.7K – – –
RIA
815
Realta Investment Advisors
Delaware
$47.7K +$244 +5 +0.5%
CSWM
816
Cassady Schiller Wealth Management
Ohio
$44.5K – – –
VAMG
817
Voisard Asset Management Group
Michigan
$40.5K – – –
Deutsche Bank
818
Deutsche Bank
Germany
$39K +$19K +390 +95%
TWP
819
Triad Wealth Partners
Kansas
$38K +$38K +779 New
OP
820
ORG Partners
Indiana
$37.5K +$37.5K +773 New
WTC
821
WhitTier Trust Company
Nevada
$37K – – –
CAM
822
Costello Asset Management
Pennsylvania
$36.5K +$97 +2 +0.3%
SS
823
Sunbelt Securities
Texas
$36K -$390 -8 -1%
AFWM
824
Abich Financial Wealth Management
Virginia
$34.7K -$21.1K -433 -38%
WWM
825
Wolff Wiese Magana
California
$31.8K – – –
31 32
33
34 35