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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 %
Truist Financial
151
Truist Financial
North Carolina
$14.9M +$187K +3,833 +1%
SGWM
152
Sterling Group Wealth Management
California
$14.9M +$14.9M +305,464 New
DI
153
Diligent Investors
California
$14.6M -$193K -3,951 -1%
DFG
154
Demars Financial Group
Washington
$14.4M +$341K +7,004 +2%
MA
155
MONECO Advisors
Connecticut
$14.1M +$3.62M +74,280 +35%
EWM
156
Executive Wealth Management
Michigan
$14.1M -$6.41M -131,524 -31%
DC
157
Destiny Capital
Colorado
$13.7M -$216K -4,424 -2%
GLR
158
Great Lakes Retirement
Ohio
$13.6M -$326K -6,694 -2%
KPWS
159
Kestra Private Wealth Services
Texas
$13.5M +$3.09M +63,477 +30%
Charles Schwab
160
Charles Schwab
California
$13.5M -$1.09M -22,466 -7%
1IA
161
1834 Investment Advisors
Wisconsin
$13.3M +$984K +20,184 +8%
HFS
162
Horizon Financial Services
North Carolina
$13.3M +$389K +7,985 +3%
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$13.3M +$955K +19,598 +8%
KWM
164
Kingsview Wealth Management
Oregon
$13.1M +$45.6K +935 +0.3%
ACA
165
Ackerman Capital Advisors
Texas
$13.1M -$4.79M -98,174 -27%
PWG
166
Private Wealth Group
Florida
$13M +$22.8K +468 +0.2%
MWM
167
Meridian Wealth Management
Kentucky
$12.7M +$12.7M +260,985 New
SL
168
Systelligence LLC
Minnesota
$12.6M +$15.6K +320 +0.1%
SW
169
SVB Wealth
Massachusetts
$12.5M -$13.5M -277,955 -52%
CG
170
Cynosure Group
Utah
$12.5M -$85K -1,744 -0.7%
AWS
171
Atria Wealth Solutions
New York
$12.2M +$92.2K +1,891 +0.8%
RWM
172
Reston Wealth Management
Virginia
$12.2M -$171K -3,511 -1%
NECFA
173
New England Capital Financial Advisors
Connecticut
$11.8M -$460K -9,444 -4%
MOS
174
MGO One Seven
Ohio
$11.8M -$3.15M -64,600 -21%
HSWS
175
Higgins & Schmidt Wealth Strategies
Colorado
$11.7M +$295K +6,055 +3%
5 6
7
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