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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

1,011 hedge funds and large institutions have $24.8B invested in SPDR Portfolio S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 414 increasing their positions, 305 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+59
Holders Change %
+6.2%
% of All Funds
13.46%
Holding in Top 10
155
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+10.71%
% of All Funds
2.06%
New
160
Increased
414
Reduced
305
Closed
77
Calls
$16M
Puts
$92K
Net Calls
+$16M
Net Calls Change
-$742K

Top Buyers

1
DFG
Demars Financial Group
Washington
+$310M
2
HI
Horizon Investments
North Carolina
+$222M
3
LPL Financial
LPL Financial
California
+$115M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$86.8M
5
IAA
Independent Advisor Alliance
North Carolina
+$78.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$431M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$175M
3
CWM
Connecticut Wealth Management
Connecticut
-$134M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$132M
5
Bank of America
Bank of America
North Carolina
-$87.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
Axxcess Wealth Management
California
$9.82M -$2.95M -57,724 -23%
Focus Partners Wealth
227
Focus Partners Wealth
Massachusetts
$9.73M +$815K +15,943 +9%
PFG
228
PAX Financial Group
Texas
$9.62M -$284K -5,558 -3%
CWM
229
Collaborative Wealth Management
Florida
$9.55M +$157K +3,078 +2%
SI
230
Stephens Inc
Arkansas
$9.51M +$748K +14,635 +9%
SGWM
231
Sterling Group Wealth Management
California
$9.48M +$229K +4,480 +2%
GG
232
GenWealth Group
New Jersey
$9.46M +$247K +4,838 +3%
JWS
233
Juncture Wealth Strategies
Arizona
$9.15M -$79.9K -1,562 -0.9%
AWS
234
Atria Wealth Solutions
New York
$9.08M -$3.73M -72,880 -29%
BWM
235
BCS Wealth Management
Tennessee
$8.78M +$1.23M +23,977 +16%
PC
236
Pecaut & Co
Iowa
$8.77M +$625K +12,220 +8%
CIBC Private Wealth Group
237
CIBC Private Wealth Group
Georgia
$8.67M -$51.5K -1,006 -0.6%
NG
238
Novem Group
New York
$8.42M +$8.42M +164,705 New
HPC
239
Hobart Private Capital
North Carolina
$8.38M +$96.2K +1,881 +1%
MIM
240
Marshall Investment Management
Colorado
$8.3M +$8.3M +156,990 New
QC
241
Quent Capital
New York
$8.17M +$166K +3,253 +2%
AFTS
242
American Financial & Tax Strategies
New York
$8.11M +$1.41M +27,486 +21%
1WM
243
1900 Wealth Management
Texas
$8.08M -$54.8K -1,071 -0.7%
OCBCO
244
Oversea-Chinese Banking Corp (OCBC)
Singapore
$8.01M – – –
CM
245
Churchill Management
California
$7.96M -$78.5K -1,535 -1%
PC
246
Promus Capital
Illinois
$7.87M +$7.87M +153,821 New
PWG
247
Portside Wealth Group
Utah
$7.78M -$997K -19,502 -11%
AI
248
Atria Investments
North Carolina
$7.74M -$32.1K -627 -0.4%
WFPG
249
Waller Financial Planning Group
Ohio
$7.73M +$631K +12,330 +9%
JFA
250
JNBA Financial Advisors
Minnesota
$7.69M -$228K -4,452 -3%
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