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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 %
PFBT
851
Parkside Financial Bank & Trust
Missouri
$13.7K 281 – –
CAL
852
Capital Advisors Ltd
Ohio
$13K 275 – –
BFA
853
Brown Financial Advisors
Ohio
$12.8K 262 +262 New
CTWM
854
Cherry Tree Wealth Management
Minnesota
$12.6K 259 – –
PAG
855
Paladin Advisory Group
Iowa
$12.3K 254 – –
AWM
856
Abound Wealth Management
Tennessee
$12.3K 252 – –
WT
857
Washington Trust
Rhode Island
$11K 225 – –
DJSG
858
D.J. St. Germain
Massachusetts
$10.7K 220 +220 New
MRCM
859
M&R Capital Management
New Jersey
$10.7K 219 +113 +107%
LC
860
Lindbrook Capital
California
$10.4K 214 +214 New
HNB
861
Huntington National Bank
Ohio
– – – –
AW
862
Avion Wealth
Texas
$10K 205 +205 New
CB
863
CNB Bank
Pennsylvania
$9.41K 193 +193 New
MFA
864
McClarren Financial Advisors
Pennsylvania
$9K 48 -1,107 -96%
CTC
865
Central Trust Company
Missouri
$7.99K 164 +164 New
GWSA
866
Global Wealth Strategies & Associates
Colorado
$7.41K 152 – –
HB
867
Horizon Bancorp
Indiana
$7K 136 -104 -43%
RWA
868
Redmont Wealth Advisors
Illinois
$6.58K 135 +135 New
Russell Investments Group
869
Russell Investments Group
United Kingdom
$6.29K 129 +129 New
ACM
870
Anfield Capital Management
California
$5.75K 118 – –
AAP
871
Arax Advisory Partners
Colorado
$5.36K 110 – –
TWC
872
TD Waterhouse Canada
Ontario, Canada
$4.53K 93 -81 -47%
SIS
873
Sound Income Strategies
Florida
$4.19K 86 -174 -67%
VCM
874
Versant Capital Management
Arizona
$4.09K 84 – –
CAM
875
Creekmur Asset Management
Illinois
$4.06K 83 -270 -76%
33 34
35
36 37