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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.

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
1
LPL Financial
California
$1.68B
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$127M
3
MYIA
3
Mount Yale Investment Advisors
Colorado
$68.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$255M
5
OWA
5
Octavia Wealth Advisors
Ohio
$68.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$210M
2
Morgan Stanley
2
Morgan Stanley
New York
$501M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$148M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
HI
5
Horizon Investments
North Carolina
$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$37.4M -$16.2M -322,662 -30%
Prudential Financial
77
Prudential Financial
New Jersey
$36.4M -$1.22M -24,405 -3%
CFD
78
Creative Financial Designs
Indiana
$35.9M +$1.1M +22,035 +3%
FFS
79
Founders Financial Securities
Maryland
$35M -$9.56M -190,853 -21%
MWPCG
80
Measured Wealth Private Client Group
New Hampshire
$34.4M -$1.8M -36,014 -5%
WF
81
Williams Financial
Vermont
$34.4M +$34.4M +686,030 New
RJA
82
Raymond James & Associates
Florida
$33.4M +$3.89M +77,684 +13%
BW
83
BIP Wealth
Georgia
$33.3M -$3.87M -77,305 -10%
Corient Private Wealth
84
Corient Private Wealth
Florida
$32.7M -$1.65M -32,964 -5%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$31.5M +$9.22M +183,976 +41%
SFM
86
Signet Financial Management
New Jersey
$30.9M +$476K +9,498 +2%
MML Investors Services
87
MML Investors Services
Massachusetts
$30.8M +$222K +4,422 +0.7%
APP
88
Avantax Planning Partners
Iowa
$30.5M -$4.03M -80,440 -12%
EDRIA
89
Edmonds Duncan Registered Investment Advisors
Kansas
$29.6M +$219K +4,372 +0.7%
IWA
90
Inspirion Wealth Advisors
Illinois
$29.3M -$520K -10,377 -2%
WCAMG
91
Woodard & Company Asset Management Group
North Carolina
$28.6M -$383K -7,644 -1%
RIM
92
Redwood Investment Management
Arizona
$28.2M +$27.9M +556,512 +10,120%
Northern Trust
93
Northern Trust
Illinois
$27.9M -$1.2K -24 -0%
VC
94
Vicus Capital
Pennsylvania
$27.8M +$1.93M +38,482 +7%
RA
95
Riversedge Advisors
Delaware
$26.9M +$50.7K +1,012 +0.2%
TVAMP
96
Tennessee Valley Asset Management Partners
Tennessee
$26.9M -$25.5M -509,442 -49%
SW
97
SVB Wealth
Massachusetts
$26.8M +$6.09M +121,469 +29%
CWA
98
Choice Wealth Advisors
Maine
$26.5M -$1.06M -21,115 -4%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$26.2M +$7.69M +153,481 +42%
EFL
100
ERn Financial LLC
Wisconsin
$25.9M +$936K +18,681 +4%
2 3
4
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