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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 %
WF
76
Williams Financial
Vermont
$33.6M 689,786 +3,756 +0.5%
RJA
77
Raymond James & Associates
Florida
$33.3M 684,073 +16,513 +2%
FFS
78
Founders Financial Securities
Maryland
$32.5M 666,771 -31,312 -4%
MWPCG
79
Measured Wealth Private Client Group
New Hampshire
$32.5M 666,583 -20,437 -3%
SFM
80
Signet Financial Management
New Jersey
$31.1M 638,489 +21,039 +3%
MML Investors Services
81
MML Investors Services
Massachusetts
$31M 635,744 +21,454 +3%
WCAMG
82
Woodard & Company Asset Management Group
North Carolina
$30.4M 624,452 +54,357 +10%
Corient Private Wealth
83
Corient Private Wealth
Florida
$30.3M 622,641 -30,522 -5%
AWM
84
Avior Wealth Management
Nebraska
$28.6M 587,041 +88,549 +18%
BW
85
BIP Wealth
Georgia
$28.6M 586,186 -79,348 -12%
TCM
86
Tradewinds Capital Management
Washington
$28.5M 584,018 +545,590 +1,420%
APP
87
Avantax Planning Partners
Iowa
$28.4M 583,706 -25,672 -4%
IWA
88
Inspirion Wealth Advisors
Illinois
$28.2M 578,909 -6,364 -1%
CA
89
CGN Advisors
Kansas
$28M 574,621 +138,118 +32%
VC
90
Vicus Capital
Pennsylvania
$27.7M 567,399 +12,069 +2%
EDRIA
91
Edmonds Duncan Registered Investment Advisors
Kansas
$27.4M 561,922 -28,598 -5%
Northern Trust
92
Northern Trust
Illinois
$27.2M 557,439 +1,430 +0.3%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$26.8M 548,623 -235,559 -30%
TVAMP
94
Tennessee Valley Asset Management Partners
Tennessee
$26.6M 546,300 +9,858 +2%
RA
95
Riversedge Advisors
Delaware
$26.1M 534,521 -3,128 -0.6%
CWA
96
Choice Wealth Advisors
Maine
$25.9M 531,403 +2,954 +0.6%
TFGT
97
TS Financial Group (TSFG)
Illinois
$25.3M 519,404 +80,647 +18%
KAS
98
Kestra Advisory Services
Texas
$24.2M 497,172 +335,598 +208%
BOPW
99
Brandywine Oak Private Wealth
Pennsylvania
$24.2M 496,519 +27,005 +6%
RA
100
Rodgers & Associates
Pennsylvania
$24.2M 496,369 -4,859 -1%
2 3
4
5 6