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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 %
MWM
276
Modera Wealth Management
New Jersey
$6.36M +$4.26M +83,327 +203%
FPAS
277
Focus Partners Advisor Solutions
Missouri
$6.26M +$3M +58,597 +92%
IPW
278
Intergy Private Wealth
Colorado
$6.25M +$358 +7 +0%
HPC
279
HM Payson & Co
Maine
$6.24M -$1.91M -37,348 -23%
SFG
280
Snider Financial Group
Washington
$6.17M +$326K +6,379 +6%
FIA
281
Foundations Investment Advisors
Arizona
$6.16M +$335K +6,554 +6%
CAGAS
282
Capital Advisory Group Advisory Services
Minnesota
$6.02M +$1.15M +22,390 +23%
AssetMark Inc
283
AssetMark Inc
California
$6.02M -$9.59M -187,596 -61%
GWSG
284
GPS Wealth Strategies Group
Colorado
$6M +$185K +3,612 +3%
FIM
285
Freedom Investment Management
Connecticut
$5.94M -$164K -3,210 -3%
SW
286
SVB Wealth
Massachusetts
$5.91M +$5.91M +115,506 New
ATWA
287
Arbor Trust Wealth Advisors
Michigan
$5.78M +$681K +13,308 +13%
Tudor Investment Corp
288
Tudor Investment Corp
Connecticut
$5.78M -$3.2M -62,650 -36%
B
289
Bensler
Washington
$5.66M +$781K +15,263 +16%
TFA
290
Tranquilli Financial Advisor
New Jersey
$5.58M +$3.55M +69,376 +174%
MWA
291
Motive Wealth Advisors
Michigan
$5.57M -$791K -15,466 -12%
UCFA
292
United Capital Financial Advisors
Texas
$5.51M -$266K -5,209 -5%
JWCA
293
J.W. Cole Advisors
Florida
$5.43M -$440K -8,595 -7%
AAS
294
Ameritas Advisory Services
Nebraska
$5.42M +$1.29M +25,316 +31%
CAM
295
Cozad Asset Management
Illinois
$5.37M +$272K +5,315 +5%
CWA
296
Centennial Wealth Advisory
Michigan
$5.3M -$5.57M -108,989 -51%
GCA
297
Greenwood Capital Associates
South Carolina
$5.27M +$171K +3,338 +3%
OAM
298
Occidental Asset Management
California
$5.22M -$571K -11,160 -10%
PWM
299
Penobscot Wealth Management
Maine
$5.22M +$206K +4,033 +4%
S
300
SharpePoint
Arizona
$5.19M +$5.19M +101,464 New
10 11
12
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