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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.

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
DWM
1
Dynasty Wealth Management
Florida
$153M
2
LPL Financial
2
LPL Financial
California
$1.68B
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$127M
4
MYIA
4
Mount Yale Investment Advisors
Colorado
$68.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$255M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$210M
2
Morgan Stanley
2
Morgan Stanley
New York
$501M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$148M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
HI
5
Horizon Investments
North Carolina
$294M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.7B 73,899,224 -524,325 -0.7%
LPL Financial
2
LPL Financial
California
$1.68B 33,438,085 +2,141,646 +7%
AF
3
Allworth Financial
California
$972M 19,403,272 +846,517 +5%
Morgan Stanley
4
Morgan Stanley
New York
$501M 9,993,262 -7,457,586 -43%
VA
5
Valmark Advisers
Ohio
$372M 7,431,074 +76,014 +1%
UBS Group
6
UBS Group
Switzerland
$312M 6,235,556 -285,201 -4%
Ameriprise
7
Ameriprise
Minnesota
$310M 6,187,595 +834,201 +16%
Bank of America
8
Bank of America
North Carolina
$299M 5,973,269 +513,903 +9%
HI
9
Horizon Investments
North Carolina
$294M 5,864,304 -2,527,104 -30%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$255M 5,086,398 +1,340,949 +36%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$247M 4,920,831 +576,063 +13%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$210M 4,195,089 -8,922,413 -68%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$209M 4,175,982 -460,533 -10%
NP
14
NorthRock Partners
Minnesota
$204M 4,069,717 +141,330 +4%
AA
15
Advisory Alpha
Michigan
$194M 3,876,313 +529,904 +16%
EH
16
Equitable Holdings
New York
$190M 3,796,460 +797,680 +27%
WJA
17
Willis Johnson & Associates
Texas
$186M 3,722,350 +76,427 +2%
Franklin Resources
18
Franklin Resources
California
$183M 3,654,223 -22,016 -0.6%
TIAA Trust, National Association
19
TIAA Trust, National Association
North Carolina
$159M 3,174,658 -35,471 -1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$159M 3,172,860 -1,325,826 -29%
Betterment LLC
21
Betterment LLC
New York
$157M 3,143,543 -220,818 -7%
Cerity Partners
22
Cerity Partners
New York
$155M 3,097,153 +9,585 +0.3%
DWM
23
Dynasty Wealth Management
Florida
$153M 3,051,234 +3,051,234 New
NAS
24
Nicolet Advisory Services
Wisconsin
$150M 3,031,049 -67,731 -2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$149M 2,973,779 -1,009,429 -25%
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