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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 %
Susquehanna International Group
351
Susquehanna International Group
Pennsylvania
$3.32M +$3.32M +64,901 New
PFS
352
Prospera Financial Services
Texas
$3.31M -$24.2M -473,946 -88%
RMAM
353
Raab & Moskowitz Asset Management
New Jersey
$3.3M +$68.2K +1,333 +2%
FCMA
354
Foresight Capital Management Advisors
Michigan
$3.25M -$257K -5,021 -7%
CAC
355
Certified Advisory Corp
Florida
$3.21M -$98.4K -1,925 -3%
AIS
356
American Investment Services
Massachusetts
$3.21M -$7.57K -148 -0.2%
VW
357
Vance Wealth
California
$3.18M -$74.8K -1,462 -2%
CWM
358
Cornerstone Wealth Management
Missouri
$3.13M +$299K +5,843 +11%
MAMG
359
Milestone Asset Management Group
Connecticut
$3.12M +$3.12M +61,052 New
Jones Financial Companies
360
Jones Financial Companies
Missouri
$3.06M +$1.05M +20,446 +52%
TI
361
Tidal Investments
Wisconsin
$3.01M +$79.8K +1,560 +3%
BMWS
362
Brady Martz Wealth Solutions
North Dakota
$3M +$3M +58,943 New
AQR Capital Management
363
AQR Capital Management
Connecticut
$2.96M +$1.01M +19,718 +52%
SL
364
Salomon & Ludwin
Virginia
$2.95M +$13.9K +271 +0.5%
US Bancorp
365
US Bancorp
Minnesota
$2.95M -$500K -9,778 -14%
CSPIA
366
Cary Street Partners Investment Advisory
Virginia
$2.92M -$19M -371,028 -87%
Comerica Bank
367
Comerica Bank
Texas
$2.88M -$77.7K -1,519 -3%
WWA
368
WCG Wealth Advisors
Nevada
$2.85M -$329K -6,430 -10%
GFPC
369
Global Financial Private Client
Florida
$2.81M -$53.1K -1,039 -2%
SPIA
370
Steward Partners Investment Advisory
New York
$2.8M -$161K -3,140 -5%
CWM
371
Cordatus Wealth Management
Pennsylvania
$2.8M -$24.4M -476,365 -90%
PA
372
PSI Advisors
Florida
$2.77M +$33.5K +655 +1%
MWC
373
MBM Wealth Consultants
Missouri
$2.77M +$126K +2,479 +5%
BCG
374
Breakwater Capital Group
New Jersey
$2.76M -$70.9K -1,387 -3%
VPP
375
Vertex Planning Partners
Illinois
$2.76M +$17.5K +342 +0.6%
13 14
15
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