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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 %
FAIM
301
Financial Advocates Investment Management
Washington
$5.18M +$219K +4,150 +4%
CAM
302
Cobblestone Asset Management
Virginia
$5.13M +$82.6K +1,616 +2%
TC
303
TAGStone Capital
North Carolina
$5.06M +$47.6K +930 +0.9%
Two Sigma Investments
304
Two Sigma Investments
New York
$5.04M +$5.04M +98,600 New
GWAM
305
Guardian Wealth Advisors (Minnesota)
Minnesota
$4.97M +$3.04M +59,487 +158%
WC
306
Wexford Capital
Florida
$4.92M +$4.92M +96,283 New
PWA
307
Phoenix Wealth Advisors
North Carolina
$4.88M +$612K +11,963 +14%
PTC
308
Private Trust Company
Ohio
$4.8M +$62.6K +1,224 +1%
HI
309
Harbour Investments
Wisconsin
$4.77M +$349K +6,822 +8%
AMG
310
Asset Management Group
Connecticut
$4.76M +$196K +3,839 +4%
Jane Street
311
Jane Street
New York
$4.72M +$648K +12,668 +16%
Lido Advisors
312
Lido Advisors
California
$4.69M +$1.95M +38,161 +71%
HFW
313
Horizon Family Wealth
Illinois
$4.69M -$90.4K -1,767 -2%
TDWM
314
Topel & Distasi Wealth Management
California
$4.69M – – –
OC
315
Oppenheimer & Co
New York
$4.62M +$4.62M +90,407 New
PFG
316
Pacific Financial Group
Washington
$4.6M -$215K -4,205 -4%
GWP
317
Gateway Wealth Partners
Wisconsin
$4.57M -$652K -12,743 -12%
CCAL
318
City Center Advisors LLC
Michigan
$4.27M -$57.5K -1,125 -1%
TW
319
Transform Wealth
Colorado
$4.25M +$218K +4,262 +5%
CFG
320
Citizens Financial Group
Rhode Island
$4.25M +$1.95M +38,186 +85%
MW
321
Marcum Wealth
Ohio
$4.21M -$7.67K -150 -0.2%
IWP
322
IAG Wealth Partners
Wisconsin
$4.18M -$192K -3,756 -4%
GSWM
323
Golden State Wealth Management
California
$4.17M +$4.17M +81,622 New
CWA
324
Clarus Wealth Advisors
Arizona
$4.13M -$253K -4,985 -6%
PWH
325
Priebe Wealth Holdings
Minnesota
$4.12M +$91.1K +1,781 +2%
11 12
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