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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 %
GAG
826
Goodman Advisory Group
Massachusetts
$12.3K – – –
HB
827
Horizon Bancorp
Indiana
$12K – – –
WT
828
Washington Trust
Rhode Island
$11.3K – – –
Kayne Anderson Rudnick Investment Management
829
Kayne Anderson Rudnick Investment Management
California
$8.92K – – –
TWC
830
TD Waterhouse Canada
Ontario, Canada
$8.61K +$8.61K +174 New
KFS
831
Kelly Financial Services
Massachusetts
$8.18K -$871K -17,342 -99%
GWSA
832
Global Wealth Strategies & Associates
Colorado
$7.62K +$7.62K +152 New
CT
833
Cambridge Trust
Massachusetts
$6.01K – – –
ACM
834
Anfield Capital Management
California
$5.91K +$5.91K +118 New
AAP
835
Arax Advisory Partners
Colorado
$5.51K -$7.47K -149 -58%
MRCM
836
M&R Capital Management
New Jersey
$5.31K +$301 +6 +6%
VCM
837
Versant Capital Management
Arizona
$4.21K -$1.55K -31 -27%
RFG
838
REAP Financial Group
Texas
$4.01K – – –
FWA
839
FSC Wealth Advisors
New York
$3.91K – – –
SHIM
840
Stone House Investment Management
Pennsylvania
$3.01K – – –
HFS
841
Hantz Financial Services
Michigan
$3K – – –
HDIM
842
Hanson & Doremus Investment Management
Vermont
$3K +$3K +51 New
PAM
843
Palisade Asset Management
Minnesota
$2.96K +$2.96K +59 New
FP
844
Financial Perspectives
Minnesota
$2.83K +$50 +1 +2%
TFA
845
Toth Financial Advisory
Virginia
$2K -$798 -16 -29%
TF
846
Tompkins Financial
New York
$1.7K +$802 +16 +89%
TRCT
847
Tower Research Capital (TRC)
New York
$701 -$4.31K -86 -86%
FCMT
848
Founders Capital Management (Texas)
Texas
$207 – – –
DFA
849
DHJJ Financial Advisors
Illinois
$152 – – –
PA
850
Parallel Advisors
California
$50 -$52.9K -1,057 -100%
32 33
34
35 36