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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 %
SCM
901
SCS Capital Management
Massachusetts
– – -47,279 Closed
MAV
902
Mason & Associates (Virginia)
Virginia
– – -36,155 Closed
JIC
903
Johnson Investment Counsel
Ohio
– – -30,863 Closed
LNC
904
Lincoln National Corp
Pennsylvania
– – -28,589 Closed
Renaissance Technologies
905
Renaissance Technologies
New York
– – -25,400 Closed
SCM
906
Spring Capital Management
Texas
– – -18,490 Closed
MWM
907
Mission Wealth Management
California
– – -14,208 Closed
NL
908
NWAM LLC
Washington
– – -11,791 Closed
Neuberger Berman Group
909
Neuberger Berman Group
New York
– – -8,500 Closed
NIM
910
Northeast Investment Management
Massachusetts
– – -7,532 Closed
SAW
911
Signal Advisors Wealth
Michigan
– – -6,498 Closed
YIH
912
Y-Intercept (HK)
Hong Kong
– – -5,614 Closed
T. Rowe Price Associates
913
T. Rowe Price Associates
Maryland
– – -5,535 Closed
FMN
914
Financial Management Network
California
– – -5,252 Closed
HSG
915
Helen Stephens Group
Texas
– – -5,167 Closed
QCM
916
QRG Capital Management
Illinois
– – -4,677 Closed
UAG
917
United Advisor Group
Ohio
– – -4,560 Closed
FA
918
Fagan Associates
New York
– – -4,523 Closed
AC
919
Apella Capital
Connecticut
– – -4,498 Closed
VWM
920
VCI Wealth Management
Missouri
– – -4,299 Closed
FAM
921
Formidable Asset Management
Ohio
– – -4,105 Closed
LA
922
LexAurum Advisors
Kansas
– – -4,000 Closed
PSIWM
923
Paradigm Strategies in Wealth Management
Minnesota
– – -4,000 Closed
FFWM
924
Future Financial Wealth Management
Ohio
– – -1,627 Closed
HWP
925
Highline Wealth Partners
California
– – -991 Closed
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