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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 %
WAOI
151
Wealth Advisors of Iowa
Iowa
$15.8M -$97.4K -1,945 -0.6%
ML
152
McAdam LLC
Pennsylvania
$15.6M -$193K -3,854 -1%
MOS
153
MGO One Seven
Ohio
$15.4M +$9.92M +197,918 +182%
DI
154
Diligent Investors
California
$15.2M -$75.1K -1,499 -0.5%
FGAM
155
Financial Gravity Asset Management
Texas
$15.1M -$83.2M -1,719,034 -85%
Truist Financial
156
Truist Financial
North Carolina
$15.1M +$2.44M +48,753 +19%
Charles Schwab
157
Charles Schwab
California
$15M -$1.12M -22,260 -7%
MWM
158
Modern Wealth Management
Kansas
$15M +$3M +59,863 +25%
DFG
159
Demars Financial Group
Washington
$14.5M +$393K +7,835 +3%
SWM
160
SilverOak Wealth Management
Minnesota
$14.5M +$342K +6,819 +2%
GLR
161
Great Lakes Retirement
Ohio
$14.3M -$238K -4,759 -2%
DC
162
Destiny Capital
Colorado
$14.3M -$410K -8,186 -3%
AAS
163
Avantax Advisory Services
Texas
$14.2M +$839K +16,738 +6%
KWM
164
Kingsview Wealth Management
Oregon
$13.5M +$584K +11,664 +5%
PWG
165
Private Wealth Group
Florida
$13.4M +$278K +5,544 +2%
HFS
166
Horizon Financial Services
North Carolina
$13.2M +$966K +19,289 +8%
SL
167
Systelligence LLC
Minnesota
$13M -$314K -6,271 -2%
CG
168
Cynosure Group
Utah
$12.9M +$1M +19,983 +8%
KFP
169
Keener Financial Planning
Texas
$12.8M +$684K +13,658 +6%
FFM
170
Forum Financial Management
Illinois
$12.7M +$12.7M +254,160 New
GWSG
171
GPS Wealth Strategies Group
Colorado
$12.7M +$261K +5,219 +2%
CA
172
Cetera Advisors
Colorado
$12.7M +$3.58M +71,488 +39%
1IA
173
1834 Investment Advisors
Wisconsin
$12.7M +$214K +4,275 +2%
RWM
174
Reston Wealth Management
Virginia
$12.7M -$490K -9,782 -4%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$12.6M +$1.83M +36,428 +17%
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