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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
DWM
126
Diversify Wealth Management
Utah
$18.9M +$18.9M +386,320 New
SW
127
SkyOak Wealth
Michigan
$18.8M +$399K +8,188 +2%
AWM
128
Atticus Wealth Management
Florida
$18.8M +$155K +3,187 +0.8%
PFA
129
Pure Financial Advisors
California
$18.7M -$275K -5,637 -1%
PA
130
Prism Advisors
California
$18.7M -$320K -6,560 -2%
RPGK
131
Retirement Planning Group (Kansas)
Kansas
$18.5M -$600K -12,316 -3%
CIM
132
Confluence Investment Management
Missouri
$18.1M +$1.31M +26,946 +8%
RFS
133
Retirement Financial Solutions
Tennessee
$17.9M +$2.02M +41,344 +13%
AssetMark Inc
134
AssetMark Inc
California
$17.8M +$482K +9,895 +3%
CC
135
Courier Capital
New York
$17.7M +$1.82M +37,243 +11%
LFG
136
Larson Financial Group
Missouri
$17.6M -$886K -18,179 -5%
HC
137
Hamilton Capital
Ohio
$17.2M -$788K -16,176 -4%
CWM
138
CarsonAllaria Wealth Management
Illinois
$17.2M +$357K +7,320 +2%
LGW
139
Leslie Global Wealth
Illinois
$16.8M +$16.8M +345,184 New
NL
140
Navalign LLC
California
$16.8M +$309K +6,345 +2%
IWC
141
Integrated Wealth Concepts
Massachusetts
$16.8M +$1.21M +24,792 +8%
TFA
142
TPG Financial Advisors
Oregon
$16.6M +$16.6M +340,847 New
Baird Financial Group
143
Baird Financial Group
Wisconsin
$16.2M -$123K -2,518 -0.8%
MWM
144
Modern Wealth Management
Kansas
$16.2M +$1.58M +32,504 +11%
Mirae Asset Global Investments
145
Mirae Asset Global Investments
South Korea
$15.6M +$15.6M +320,000 New
ML
146
McAdam LLC
Pennsylvania
$15M -$134K -2,754 -0.9%
FTS
147
Fifth Third Securities
Ohio
$15M +$12.1M +249,123 +422%
AAS
148
Avantax Advisory Services
Texas
$15M +$1.18M +24,163 +9%
SWM
149
SilverOak Wealth Management
Minnesota
$15M +$913K +18,725 +6%
SW
150
SteelPeak Wealth
California
$15M -$1.93M -39,577 -11%
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