SPYV icon

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 %
SWC
876
Spectrum Wealth Counsel
Indiana
$3.9K 80 +80 New
RFG
877
REAP Financial Group
Texas
$3.9K 80 – –
FWA
878
FSC Wealth Advisors
New York
$3.8K 78 – –
SIC
879
SJS Investment Consulting
Ohio
$3.7K 76 +76 New
HFS
880
Hantz Financial Services
Michigan
$3K 60 – –
SHIM
881
Stone House Investment Management
Pennsylvania
$2.93K 60 – –
FP
882
Financial Perspectives
Minnesota
$2.77K 57 – –
TF
883
Tompkins Financial
New York
$1.66K 34 – –
TRCT
884
Tower Research Capital (TRC)
New York
$1.32K 27 +13 +93%
TFA
885
Toth Financial Advisory
Virginia
$1.31K 27 -13 -33%
EFP
886
EnRich Financial Partners
Wisconsin
$1.07K 22 +22 New
BCMLT
887
Beacon Capital Management LLC (Tennessee)
Tennessee
$585 12 -1,539 -99%
FCMT
888
Founders Capital Management (Texas)
Texas
$202 4 – –
DFA
889
DHJJ Financial Advisors
Illinois
$148 3 – –
PA
890
Parallel Advisors
California
$49 1 – –
RS
891
Rakuten Securities
Japan
$49 1 – –
BWP
892
Baldwin Wealth Partners
Massachusetts
$49 1 +1 New
SFA
893
Semmax Financial Advisors
North Carolina
$46 1 +1 New
KFS
894
Kelly Financial Services
Massachusetts
– – -163 Closed
KFGK
895
Keystone Financial Group (Kentucky)
Kentucky
– – -368,859 Closed
WAOI
896
Wealth Advisors of Iowa
Iowa
– – -315,092 Closed
FFM
897
Forum Financial Management
Illinois
– – -254,160 Closed
TPSF
898
Texas Permanent School Fund
Texas
– – -95,746 Closed
PBF
899
Petix & Botte Financial
California
– – -92,958 Closed
FSA
900
Financial Services Advisory
Maryland
– – -90,160 Closed
34 35
36
37 38