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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 %
AI
251
Auour Investments
Massachusetts
$7.64M +$326K +6,189 +4%
FGC
252
Financial Gravity Companies
Texas
$7.61M +$416K +8,136 +6%
TC
253
Trilogy Capital
California
$7.49M +$706K +13,800 +10%
LA
254
Lynch & Associates
Indiana
$7.45M +$218K +4,261 +3%
QC
255
Quadrature Capital
United Kingdom
$7.42M +$7.42M +145,061 New
GM
256
GeoWealth Management
Illinois
$7.36M +$246K +4,813 +3%
KFI
257
Key Financial Inc
Pennsylvania
$7.32M -$5.83K -114 -0.1%
AFP
258
Ausdal Financial Partners
Iowa
$7.25M +$491K +9,595 +7%
SCP
259
Stevens Capital Partners
Nebraska
$7.25M +$53.7K +1,051 +0.7%
LWP
260
Laurel Wealth Planning
Minnesota
$7.15M +$206K +4,025 +3%
SWA
261
Stratos Wealth Advisors
Ohio
$7.09M -$555K -10,856 -7%
PWM
262
Partnership Wealth Management
Maryland
$7.05M +$793K +15,502 +13%
CFG
263
Cooper Financial Group
California
$6.94M -$190K -3,722 -3%
IWN
264
Independent Wealth Network
Iowa
$6.93M +$290K +5,665 +4%
RCWM
265
Red Crane Wealth Management
California
$6.93M +$6.93M +135,464 New
AWA
266
Arete Wealth Advisors
Illinois
$6.83M +$1.57M +30,633 +30%
CWMS
267
Cannon Wealth Management Services
North Carolina
$6.83M -$230K -4,398 -3%
Charles Schwab
268
Charles Schwab
California
$6.82M -$869K -16,986 -11%
KAS
269
Kestra Advisory Services
Texas
$6.73M -$17.6M -344,352 -72%
DWM
270
Denver Wealth Management
Colorado
$6.66M +$567K +11,096 +9%
FNWM
271
Financial Network Wealth Management
Utah
$6.56M -$95.8K -1,873 -1%
CSWG
272
Cardinal Strategic Wealth Guidance
Kentucky
$6.56M +$87.8K +1,716 +1%
IP
273
Ignite Planners
California
$6.49M +$240K +4,687 +4%
UFA
274
Uptown Financial Advisors
Texas
$6.48M +$6.48M +126,633 New
GB
275
Gunma Bank
Japan
$6.39M +$2.66M +52,000 +71%
9 10
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