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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 %
OSAM
401
O'Shaughnessy Asset Management
Connecticut
$2.37M +$526K +10,280 +28%
1SB
402
1ST Source Bank
Indiana
$2.37M -$6.19K -121 -0.3%
IA
403
Inspire Advisors
Idaho
$2.36M +$124K +2,432 +6%
FA
404
FF Advisors
California
$2.35M -$1.01M -19,060 -30%
WFA
405
Wells Financial Advisors
Massachusetts
$2.32M -$620K -12,131 -21%
WFP
406
Wrenne Financial Planning
Kentucky
$2.31M -$216K -4,223 -9%
WWM
407
WJ Wealth Management
Arizona
$2.31M -$52.6K -1,028 -2%
IJWM
408
Inman Jager Wealth Management
Mississippi
$2.31M +$2.31M +45,202 New
OWA
409
Opal Wealth Advisors
New York
$2.27M +$273K +5,338 +14%
TWP
410
Tower Wealth Partners
Pennsylvania
$2.26M -$47.8K -935 -2%
WAN
411
Wealth Advisors Northwest
Oregon
$2.26M +$2.26M +44,237 New
AA
412
ArborFi Advisors
Michigan
$2.26M +$2.26M +44,207 New
AF
413
Advisornet Financial
Minnesota
$2.24M +$138K +2,693 +7%
SA
414
Sunesis Advisors
Kansas
$2.21M – – –
USCWA
415
U.S. Capital Wealth Advisors
Texas
$2.19M -$86.8K -1,698 -4%
UAG
416
United Advisor Group
Ohio
$2.18M +$2.18M +42,564 New
SWM
417
Seaside Wealth Management
California
$2.18M -$124K -2,418 -5%
PA
418
PFG Advisors
Arizona
$2.17M -$295K -5,761 -12%
GL
419
Graypoint LLC
New York
$2.16M +$91.2K +1,784 +4%
FWMP
420
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.15M +$2.15M +42,082 New
EI
421
Ellevest Inc
New York
$2.15M -$1.47M -28,795 -41%
EFG
422
Elios Financial Group
Ohio
$2.14M -$203K -3,963 -9%
CAAM
423
Cornerstone Advisors Asset Management
Pennsylvania
$2.13M +$86.4K +1,690 +4%
OBWG
424
Onyx Bridge Wealth Group
New York
$2.12M -$119K -2,330 -5%
FA
425
Faithward Advisors
Pennsylvania
$2.11M +$294K +5,741 +16%
15 16
17
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