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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
+$107M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$85.8M
3
MYIA
Mount Yale Investment Advisors
Colorado
+$68.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$67.2M
5
OWA
Octavia Wealth Advisors
Ohio
+$66.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$447M
2
Morgan Stanley
Morgan Stanley
New York
-$374M
3
Osaic Holdings
Osaic Holdings
Arizona
-$216M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$206M
5
HI
Horizon Investments
North Carolina
-$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
201
Financial Council
Maryland
$9.36M +$301K +6,011 +3%
OHIS
202
Oak Harvest Investment Services
Texas
$9.07M +$263K +5,241 +3%
BFG
203
Buttonwood Financial Group
Missouri
$8.87M +$8.87M +177,061 New
HBT
204
Hills Bank & Trust
Iowa
$8.68M +$438K +8,744 +5%
GG
205
GenWealth Group
New Jersey
$8.67M +$281K +5,601 +3%
SIG
206
Sargent Investment Group
Maryland
$8.66M -$169K -3,369 -2%
WAP
207
Wealthcare Advisory Partners
Pennsylvania
$8.6M +$4.03M +80,508 +88%
SFP
208
Strategic Financial Partners
Oregon
$8.57M +$1.45M +28,903 +20%
FPIS
209
Financial Planning & Information Services
Wisconsin
$8.54M -$328K -6,550 -4%
CWM
210
Collaborative Wealth Management
Florida
$8.49M +$486K +9,699 +6%
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$8.31M -$1.78M -35,797 -18%
SA
212
Shilanski & Associates
Alaska
$8.22M +$140K +2,802 +2%
KAS
213
Kestra Advisory Services
Texas
$8.09M +$2.56M +51,193 +46%
HPC
214
HM Payson & Co
Maine
$7.98M – – –
QC
215
Quent Capital
New York
$7.86M +$213K +4,244 +3%
CM
216
Churchill Management
California
$7.81M -$1.04M -20,753 -12%
PC
217
Pecaut & Co
Iowa
$7.59M -$293K -5,847 -4%
HPC
218
Hobart Private Capital
North Carolina
$7.5M +$7.5M +149,773 New
CI
219
CX Institutional
Indiana
$7.31M +$381K +7,601 +5%
SOS
220
Silver Oak Securities
Tennessee
$7.26M -$1.25M -24,860 -15%
LWP
221
Laurel Wealth Planning
Minnesota
$7.17M +$27.7K +553 +0.4%
KFI
222
Key Financial Inc
Pennsylvania
$7.09M +$62.1K +1,239 +0.9%
SIM
223
Seaview Investment Managers
Florida
$6.98M +$6.98M +139,297 New
MWA
224
Motive Wealth Advisors
Michigan
$6.81M +$2.52M +50,230 +59%
LA
225
Lynch & Associates
Indiana
$6.75M +$165K +3,301 +3%
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