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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.

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 Market Value Shares Shares
Change 		Shares
Change %
EC
826
EdgeRock Capital
Colorado
$30.5K 625 +625 New
OW
827
Olistico Wealth
Oklahoma
$30.3K 622 +622 New
CWC
828
Carolinas Wealth Consulting
North Carolina
$30.1K 617 +4 +0.7%
PMFA
829
Plante Moran Financial Advisors
Michigan
$29.5K 605 -94 -13%
CHA
830
Carmichael Hill & Associates
Maryland
$28.8K 591 – –
Kayne Anderson Rudnick Investment Management
831
Kayne Anderson Rudnick Investment Management
California
$28.4K 582 +404 +227%
FDCP
832
Foster Dykema Cabot & Partners
Massachusetts
$27.7K 569 – –
FHA
833
First Horizon Advisors
Tennessee
$27.4K 561 -165 -23%
CA
834
Crewe Advisors
Utah
$26.9K 552 -18 -3%
BCWM
835
Bartlett & Co Wealth Management
Ohio
$26.5K 544 – –
PS
836
Principal Securities
Iowa
$26.3K 540 +91 +20%
AT
837
Arlington Trust
Alabama
$26.1K 535 +535 New
ANBT
838
American National Bank & Trust
Texas
$25K 513 – –
SWM
839
Sanctuary Wealth Management
Idaho
$24.8K 509 +509 New
CFO
840
CVA Family Office
Colorado
$23.4K 480 – –
SAM
841
Smartleaf Asset Management
Massachusetts
$22.8K 467 – –
HFM
842
Hartford Financial Management
Connecticut
$22.4K 459 – –
HR
843
Howe & Rusling
New York
$20K 411 +411 New
GPFA
844
Game Plan Financial Advisors
Ohio
$18.3K 375 – –
BlackRock
845
BlackRock
New York
$17.4K 357 +9 +3%
HDIM
846
Hanson & Doremus Investment Management
Vermont
$17K 353 +302 +592%
FMII
847
Farmers & Merchants Investments Inc
Nebraska
$16.6K 340 – –
CPA
848
Cardiff Park Advisors
California
$16K 328 – –
CHC
849
City Holding Co
West Virginia
$15.4K 315 – –
FHC
850
First Heartland Consultants
Missouri
$14.9K 305,955 +305,955 New
32 33
34
35 36