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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.67B 75,224,564 +1,325,340 +2%
LPL Financial
2
LPL Financial
California
$1.75B 35,973,940 +2,535,855 +8%
AF
3
Allworth Financial
California
$996M 19,839,651 +436,379 +2%
Morgan Stanley
4
Morgan Stanley
New York
$433M 8,891,104 -1,102,158 -11%
VA
5
Valmark Advisers
Ohio
$358M 7,351,371 -79,703 -1%
Ameriprise
6
Ameriprise
Minnesota
$306M 6,271,738 +84,143 +1%
Bank of America
7
Bank of America
North Carolina
$295M 6,061,913 +88,644 +1%
UBS Group
8
UBS Group
Switzerland
$294M 6,030,225 -205,331 -3%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$257M 5,282,928 +196,530 +4%
AA
10
Advisory Alpha
Michigan
$214M 4,388,367 +512,054 +13%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$213M 4,378,992 +183,903 +4%
NP
12
NorthRock Partners
Minnesota
$206M 4,226,718 +157,001 +4%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$205M 4,204,755 +28,773 +0.7%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$202M 4,139,521 -781,310 -16%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$194M 3,988,437 +815,577 +26%
Franklin Resources
16
Franklin Resources
California
$188M 3,862,147 +207,924 +6%
WJA
17
Willis Johnson & Associates
Texas
$186M 3,820,444 +98,094 +3%
HI
18
Horizon Investments
North Carolina
$182M 3,742,114 -2,122,190 -36%
EH
19
Equitable Holdings
New York
$182M 3,740,070 -56,390 -1%
TC
20
TownSquare Capital
Utah
$172M 3,536,105 +1,045,848 +42%
DWM
21
Dynasty Wealth Management
Florida
$160M 3,274,949 +223,715 +7%
TIAA Trust, National Association
22
TIAA Trust, National Association
North Carolina
$159M 3,255,260 +80,602 +3%
QWP
23
Quotient Wealth Partners
Texas
$153M 3,142,304 +210,059 +7%
Cerity Partners
24
Cerity Partners
New York
$153M 3,130,265 +33,112 +1%
NAS
25
Nicolet Advisory Services
Wisconsin
$151M 3,067,430 +36,381 +1%
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