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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 %
NECFA
176
New England Capital Financial Advisors
Connecticut
$12.6M +$309K +6,169 +3%
AWS
177
Atria Wealth Solutions
New York
$12.4M -$5.86M -117,057 -32%
WFA
178
Wells Financial Advisors
Massachusetts
$12.1M -$91.8K -1,832 -0.8%
HSWS
179
Higgins & Schmidt Wealth Strategies
Colorado
$11.7M +$450K +8,983 +4%
DWM
180
Dakota Wealth Management
Florida
$11.6M +$2.39M +47,723 +26%
PCIA
181
Prime Capital Investment Advisors
Kansas
$11.6M +$8.09M +161,473 +231%
MFA
182
Millington Financial Advisors
Illinois
$11.6M +$473K +9,442 +4%
FAIM
183
Financial Advocates Investment Management
Washington
$11.3M +$2.4M +47,762 +27%
VCP
184
Verus Capital Partners
Arizona
$11.3M +$222K +4,429 +2%
ORG
185
Optimist Retirement Group
Washington
$11.2M -$226K -4,508 -2%
SF
186
Symphony Financial
Texas
$11M +$1.3M +25,984 +13%
MA
187
MONECO Advisors
Connecticut
$10.8M +$2.78M +55,396 +35%
KPWS
188
Kestra Private Wealth Services
Texas
$10.7M +$1.22M +24,365 +13%
WI
189
WrapManager Inc
California
$10.3M +$1.04M +20,663 +11%
JWS
190
Juncture Wealth Strategies
Arizona
$10.3M -$77.5K -1,546 -0.7%
SWM
191
Spire Wealth Management
Virginia
$10.3M -$262K -5,229 -2%
AWM
192
Axxcess Wealth Management
California
$10.2M -$483K -9,631 -5%
VBFP
193
Valtinson Bruner Financial Planning
Minnesota
$10.1M +$2.36M +47,168 +30%
JFA
194
JNBA Financial Advisors
Minnesota
$10M -$4.01M -79,955 -29%
SSW
195
Stone Summit Wealth
Florida
$9.97M +$425K +8,479 +4%
HA
196
Hofer & Associates
California
$9.97M +$255K +5,087 +3%
CCFM
197
Clear Creek Financial Management
Washington
$9.89M +$9.89M +197,325 New
1WM
198
1900 Wealth Management
Texas
$9.84M -$1.61M -32,205 -14%
GIA
199
GHP Investment Advisors
Colorado
$9.68M +$67.1K +1,340 +0.7%
PA
200
Probity Advisors
Texas
$9.38M +$879K +17,540 +10%
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