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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 %
WA
376
Wambolt & Associates
Colorado
$2.74M -$156K -3,050 -5%
EWA
377
EP Wealth Advisors
California
$2.73M +$1.48M +28,992 +118%
LDB
378
Lee, Danner & Bass
Tennessee
$2.7M -$430K -8,400 -14%
SFA
379
Sequoia Financial Advisors
Ohio
$2.69M +$279K +5,464 +12%
MCC
380
Money Concepts Capital
Florida
$2.67M +$2.25K +44 +0.1%
WCM
381
WealthTrak Capital Management
Virginia
$2.66M +$2.66M +52,040 New
EWM
382
Empirical Wealth Management
Washington
$2.66M -$70.7K -1,382 -3%
FDCDDQ
383
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.66M +$38.8K +759 +1%
FF
384
Friday Financial
Iowa
$2.65M +$2.65M +51,860 New
BBA
385
Braun-Bostich & Associates
Pennsylvania
$2.65M +$41.3K +808 +2%
SFG
386
Shum Financial Group
California
$2.63M +$45.7K +893 +2%
BlackRock
387
BlackRock
New York
$2.63M +$2.61M +51,122 +14,733%
SIM
388
Synergy Investment Management
Florida
$2.62M +$2.62M +51,210 New
SIM
389
Stratos Investment Management
Ohio
$2.61M +$1.86M +36,466 +250%
SPC
390
Sigma Planning Corp
Michigan
$2.58M +$1.2M +23,538 +88%
CIM
391
Corda Investment Management
Texas
$2.57M -$28.1K -549 -1%
RWM
392
Riverchase Wealth Management
Texas
$2.55M +$2.55M +49,795 New
F4L
393
Fortune 45 LLC
Louisiana
$2.49M -$574K -11,219 -19%
Bank of Montreal
394
Bank of Montreal
Ontario, Canada
$2.48M +$2.02M +39,503 +440%
RWA
395
Redhawk Wealth Advisors
Minnesota
$2.47M +$56.9K +1,113 +2%
JSL
396
JT Stratford LLC
Georgia
$2.43M +$110K +2,152 +5%
WANY
397
Wealthspire Advisors (New York)
New York
$2.42M +$955K +18,672 +65%
PIFP
398
Partners in Financial Planning
Virginia
$2.41M -$683K -13,346 -22%
BC
399
Burney Company
Virginia
$2.41M +$449K +8,776 +23%
KAS
400
KPP Advisory Services
Kentucky
$2.4M +$187K +3,651 +8%
14 15
16
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