SPYV icon

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 %
MCM
326
MidAtlantic Capital Management
Virginia
$4.1M – – –
PWM
327
Perigon Wealth Management
California
$4.07M +$21K +407 +0.5%
TSWM
328
Tyler-Stone Wealth Management
Ohio
$3.88M -$34.1K -667 -0.9%
CAPTRUST Financial Advisors
329
CAPTRUST Financial Advisors
North Carolina
$3.88M +$84.9K +1,661 +2%
AMM
330
American Money Management
California
$3.87M -$81.6K -1,596 -2%
TW
331
TritonPoint Wealth
Maryland
$3.79M -$41.6K -814 -1%
KFP
332
Keener Financial Planning
Texas
$3.75M +$388K +7,588 +12%
RTL
333
Red Tortoise LLC
Georgia
$3.74M +$5.68K +111 +0.2%
CWM
334
Copia Wealth Management
Oregon
$3.73M +$3.73M +72,914 New
MW
335
Members Wealth
Pennsylvania
$3.72M +$3.72M +70,993 New
PCIA
336
Prime Capital Investment Advisors
Kansas
$3.69M +$162K +3,173 +5%
RA
337
RFG Advisory
Alabama
$3.69M +$1.23M +24,024 +50%
Citadel Advisors
338
Citadel Advisors
Florida
$3.59M +$271K +5,307 +8%
FFA
339
Florida Financial Advisors
Florida
$3.57M +$865K +16,908 +32%
Citigroup
340
Citigroup
New York
$3.52M +$200K +3,920 +6%
DWM
341
DecisionMap Wealth Management
Virginia
$3.51M +$3.51M +68,731 New
SHJ
342
Sharkey, Howes & Javer
Colorado
$3.42M +$287K +5,605 +9%
TF
343
TME Financial
California
$3.41M +$3.41M +64,431 New
JFG
344
JDM Financial Group
Texas
$3.39M +$148K +2,895 +5%
RIS
345
Retirement Income Solutions
Michigan
$3.38M +$226K +4,427 +7%
GEA
346
Glen Eagle Advisors
New Jersey
$3.38M -$185K -3,611 -5%
RBWA
347
RFG - Bristol Wealth Advisors
Massachusetts
$3.36M +$3.36M +65,696 New
CGFA
348
Colton Groome Financial Advisors
North Carolina
$3.34M +$267K +5,230 +9%
TCWM
349
Total Clarity Wealth Management
Illinois
$3.34M -$2.43M -47,604 -42%
KFGK
350
Keystone Financial Group (Kentucky)
Kentucky
$3.33M -$14.6M -285,535 -81%
12 13
14
15 16