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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 %
BFG
201
Buttonwood Financial Group
Missouri
$8.92M +$334K +6,892 +4%
GS
202
GTS Securities
New York
$8.91M +$8.63M +176,899 +3,059%
CIBC Private Wealth Group
203
CIBC Private Wealth Group
Georgia
$8.83M +$702K +14,415 +9%
HBT
204
Hills Bank & Trust
Iowa
$8.82M +$379K +7,776 +4%
GG
205
GenWealth Group
New Jersey
$8.65M +$219K +4,486 +3%
CWM
206
Collaborative Wealth Management
Florida
$8.59M +$336K +6,885 +4%
SIG
207
Sargent Investment Group
Maryland
$8.5M +$74.8K +1,534 +0.9%
OHIS
208
Oak Harvest Investment Services
Texas
$8.41M -$412K -8,455 -5%
JCM
209
Jacobi Capital Management
Pennsylvania
$8.31M +$7.83M +160,747 +1,661%
SA
210
Shilanski & Associates
Alaska
$8.3M +$299K +6,137 +4%
FPIS
211
Financial Planning & Information Services
Wisconsin
$8.26M -$46.9K -963 -0.6%
Focus Partners Wealth
212
Focus Partners Wealth
Massachusetts
$8.13M +$6.13M +125,845 +307%
SFP
213
Strategic Financial Partners
Oregon
$8.08M -$251K -5,160 -3%
JFA
214
JNBA Financial Advisors
Minnesota
$8.05M -$1.73M -35,472 -18%
DWM
215
Dogwood Wealth Management
Kansas
$8.02M +$4.26M +87,387 +113%
KFP
216
Keener Financial Planning
Texas
$8M -$4.48M -91,980 -36%
FGAM
217
Financial Gravity Asset Management
Texas
$7.97M -$7.25M -148,831 -48%
PWM
218
Power Wealth Management
Georgia
$7.94M +$4.2M +86,081 +112%
1WM
219
1900 Wealth Management
Texas
$7.86M -$1.72M -35,306 -18%
HPC
220
HM Payson & Co
Maine
$7.76M – – –
CM
221
Churchill Management
California
$7.74M +$135K +2,766 +2%
QC
222
Quent Capital
New York
$7.7M +$47.9K +982 +0.6%
HPC
223
Hobart Private Capital
North Carolina
$7.66M +$361K +7,410 +5%
PWG
224
Portside Wealth Group
Utah
$7.62M +$2.25M +46,227 +42%
PC
225
Pecaut & Co
Iowa
$7.48M +$97.4K +1,998 +1%
7 8
9
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