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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 %
D.E. Shaw & Co
876
D.E. Shaw & Co
New York
– -$499K -10,710 Closed
DWM
877
Darwin Wealth Management
Florida
– -$480K -10,286 Closed
CFB
878
Cullen/Frost Bankers
Texas
– -$479K -10,269 Closed
X
879
Xponance
Pennsylvania
– -$451K -9,663 Closed
APWA
880
Atlas Private Wealth Advisors
New Jersey
– -$404K -8,663 Closed
BAM
881
Belpointe Asset Management
Nevada
– -$365K -7,833 Closed
CAM
882
Concorde Asset Management
Michigan
– -$349K -7,495 Closed
FTUS
883
Flow Traders U.S.
New York
– -$332K -7,114 Closed
BFA
884
Beacon Financial Advisory
Ohio
– -$323K -6,935 Closed
UWM
885
USAdvisors Wealth Management
Minnesota
– -$310K -6,652 Closed
TCMP
886
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$292K -6,262 Closed
BF
887
Brogan Financial
Tennessee
– -$279K -5,976 Closed
SAM
888
Synergy Asset Management
Washington
– -$270K -5,796 Closed
SCM
889
Steele Capital Management
Iowa
– -$249K -5,330 Closed
TI
890
Trexquant Investment
Connecticut
– -$247K -5,294 Closed
EM
891
Excalibur Management
Massachusetts
– -$247K -5,290 Closed
ISWM
892
Independent Solutions Wealth Management
New York
– -$237K -5,078 Closed
MCWS
893
McKinley Carter Wealth Services
West Virginia
– -$217K -4,652 Closed
FMP
894
Financial Management Professionals
Texas
– -$205K -4,400 Closed
BA
895
Bridge Advisory
California
– -$205K -4,386 Closed
MMA
896
Miracle Mile Advisors
California
– -$204K -4,376 Closed
LWM
897
Liberty Wealth Management
California
– -$171K -4,218 Closed
ODG
898
O'Dell Group
Ohio
– -$133K -2,843 Closed
Simplex Trading
899
Simplex Trading
Illinois
– -$119K -2,565 Closed
CIR
900
Clear Investment Research
Georgia
– -$103K -2,204 Closed
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