SPYV icon

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 %
HNB
851
Huntington National Bank
Ohio
$50 -$164K – –
RS
852
Rakuten Securities
Japan
$50 +$50 +1 New
CCMG
853
Clark Capital Management Group
Pennsylvania
– -$206M -4,409,173 Closed
PIM
854
Parker Investment Management
California
– -$22.6M -485,000 Closed
MWM
855
Meridian Wealth Management
Kentucky
– -$13.1M -281,933 Closed
Mirae Asset Global Investments
856
Mirae Asset Global Investments
South Korea
– -$13.2M -281,800 Closed
ARC
857
Advisor Resource Council
Texas
– -$12.7M -272,230 Closed
Susquehanna International Group
858
Susquehanna International Group
Pennsylvania
– -$10.5M -224,879 Closed
SWM
859
SigFig Wealth Management
California
– -$6.23M -133,642 Closed
PFA
860
Pinnacle Family Advisors
Missouri
– -$3.99M -85,635 Closed
VLC
861
Van Leeuwen & Company
New Jersey
– -$2.12M -45,550 Closed
Vontobel Holding
862
Vontobel Holding
Switzerland
– -$1.49M -32,000 Closed
EMAM
863
Encompass More Asset Management
California
– -$1.27M -27,152 Closed
NFC
864
Northeast Financial Consultants
Connecticut
– -$1.25M -26,839 Closed
AWM
865
Aprio Wealth Management
Georgia
– -$1.18M -25,245 Closed
NCFG
866
New Century Financial Group
New Jersey
– -$1.15M -24,705 Closed
SAG
867
SageView Advisory Group
California
– -$1.13M -23,941 Closed
HWM
868
Howard Wealth Management
Connecticut
– -$1.04M -22,273 Closed
FFN
869
Focus Financial Network
Minnesota
– -$971K -20,815 Closed
BFA
870
Beaumont Financial Advisors
Massachusetts
– -$836K -17,936 Closed
KOC
871
Koss-Olinger Consulting
Florida
– -$682K -14,620 Closed
SCA
872
Sandy Cove Advisors
Massachusetts
– -$596K -12,787 Closed
MIS
873
Morningstar Investment Services
Illinois
– -$574K -12,288 Closed
NFA
874
Northwest Financial Advisors
Virginia
– -$543K -11,649 Closed
VCM
875
Virtue Capital Management
Tennessee
– -$504K -10,823 Closed
33 34
35
36 37