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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 %
SF
176
Symphony Financial
Texas
$11.5M +$851K +17,473 +8%
MFA
177
Millington Financial Advisors
Illinois
$11.4M +$179K +3,680 +2%
M&T Bank
178
M&T Bank
New York
$11.4M -$5.82M -119,314 -34%
VCP
179
Verus Capital Partners
Arizona
$11.3M +$281K +5,760 +3%
SC
180
Savant Capital
Illinois
$11M +$4.88M +100,071 +80%
MPM
181
Meritage Portfolio Management
Kansas
$10.9M -$6.61M -135,580 -38%
ORG
182
Optimist Retirement Group
Washington
$10.9M -$21.9K -449 -0.2%
WFA
183
Wells Financial Advisors
Massachusetts
$10.7M -$1.08M -22,161 -9%
PWM
184
Partnership Wealth Management
Maryland
$10.7M +$5.96M +122,219 +126%
AWM
185
Axxcess Wealth Management
California
$10.4M +$438K +8,993 +4%
FC
186
Financial Council
Maryland
$10.2M +$1.06M +21,763 +12%
HHGC
187
Hunting Hill Global Capital
New York
$10.1M +$7.46M +153,085 +286%
VBFP
188
Valtinson Bruner Financial Planning
Minnesota
$9.92M +$78.9K +1,618 +0.8%
PA
189
Probity Advisors
Texas
$9.91M +$791K +16,239 +9%
SSW
190
Stone Summit Wealth
Florida
$9.85M +$145K +2,968 +1%
SWM
191
Spire Wealth Management
Virginia
$9.83M -$146K -2,996 -1%
HA
192
Hofer & Associates
California
$9.79M +$99K +2,031 +1%
AFA
193
AA Financial Advisors
Ohio
$9.77M +$5.56M +114,029 +132%
WI
194
WrapManager Inc
California
$9.76M -$227K -4,654 -2%
CCFM
195
Clear Creek Financial Management
Washington
$9.66M +$46.7K +959 +0.5%
JWS
196
Juncture Wealth Strategies
Arizona
$9.65M -$333K -6,830 -3%
GIA
197
GHP Investment Advisors
Colorado
$9.63M +$211K +4,331 +2%
WAP
198
Wealthcare Advisory Partners
Pennsylvania
$9.6M +$1.23M +25,256 +15%
DAS
199
Diversify Advisory Services
Utah
$9.47M -$8.54M -175,370 -47%
Legacy Financial Group (Iowa)
200
Legacy Financial Group (Iowa)
Iowa
$9.43M +$9.43M +193,466 New
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