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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$210M
2
Morgan Stanley
Morgan Stanley
New York
$501M
3
Osaic Holdings
Osaic Holdings
Arizona
$148M
4
CCMG
Clark Capital Management Group
Pennsylvania
$0
5
HI
Horizon Investments
North Carolina
$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPGK
126
Retirement Planning Group (Kansas)
Kansas
$19.7M +$572K +11,411 +3%
PA
127
Prism Advisors
California
$19.6M +$113K +2,260 +0.6%
PFA
128
Pure Financial Advisors
California
$19.6M -$698K -13,941 -3%
WA
129
Waverly Advisors
Alabama
$19.2M +$14.1M +280,645 +273%
AWM
130
Atticus Wealth Management
Florida
$19.2M +$652K +13,021 +4%
LFG
131
Larson Financial Group
Missouri
$19M -$1.47M -29,433 -7%
SW
132
SkyOak Wealth
Michigan
$18.9M +$844K +16,855 +5%
GVAG
133
Great Valley Advisor Group
Delaware
$18.7M +$2.23M +44,426 +13%
HC
134
Hamilton Capital
Ohio
$18.5M -$5.11M -101,965 -22%
KFGK
135
Keystone Financial Group (Kentucky)
Kentucky
$18.5M +$5.51M +109,941 +42%
DAS
136
Diversify Advisory Services
Utah
$18.4M +$18.4M +369,909 New
ACA
137
Ackerman Capital Advisors
Texas
$18.4M -$1.17M -23,297 -6%
MPM
138
Meritage Portfolio Management
Kansas
$18M -$9.02M -180,088 -33%
AssetMark Inc
139
AssetMark Inc
California
$17.8M +$7.49M +149,431 +73%
M&T Bank
140
M&T Bank
New York
$17.7M -$956K -19,089 -5%
LFPWM
141
Leicht Financial Planning & Wealth Management
New Jersey
$17.5M -$776K -15,492 -4%
SW
142
SteelPeak Wealth
California
$17.4M +$164K +3,274 +1%
CWM
143
CarsonAllaria Wealth Management
Illinois
$17.3M +$983K +19,613 +6%
CIM
144
Confluence Investment Management
Missouri
$17.2M +$2.75M +54,975 +19%
NA
145
NewEdge Advisors
Louisiana
$17.2M +$3.7M +73,914 +27%
NL
146
Navalign LLC
California
$16.9M -$72.5K -1,448 -0.4%
Baird Financial Group
147
Baird Financial Group
Wisconsin
$16.8M -$1.95M -39,005 -10%
RFS
148
Retirement Financial Solutions
Tennessee
$16.4M +$1.4M +27,980 +9%
CC
149
Courier Capital
New York
$16.3M +$726K +14,485 +5%
IWC
150
Integrated Wealth Concepts
Massachusetts
$16M +$1.37M +27,405 +9%
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