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 %
OCM
426
One Capital Management
California
$2.1M -$215K -4,199 -9%
SWMG
427
Sanchez Wealth Management Group
Florida
$2.05M +$1.56M +30,517 +321%
OIA
428
OneDigital Investment Advisors
Kansas
$2.03M +$783K +15,318 +63%
MAS
429
MPWM Advisory Solutions
Georgia
$2.03M +$2.03M +39,667 New
BA
430
Bristlecone Advisors
Washington
$2M -$293K -5,736 -13%
BMD
431
Better Money Decisions
New Mexico
$1.95M +$172K +3,357 +10%
TCM
432
Tradewinds Capital Management
Washington
$1.95M -$8.75K -171 -0.4%
WC
433
Waterloo Capital
Texas
$1.95M -$348K -6,796 -15%
PAS
434
Park Avenue Securities
New York
$1.88M -$1.85M -36,254 -50%
AWP
435
Axis Wealth Partners
Rhode Island
$1.86M +$1.86M +36,337 New
RFN
436
RDA Financial Network
Iowa
$1.82M -$646K -12,631 -26%
CPIG
437
Chicago Partners Investment Group
Illinois
$1.81M +$31.6K +616 +2%
EA
438
Eclectic Associates
California
$1.79M -$25.6K -500 -1%
IA
439
IFP Advisors
Florida
$1.79M -$1.5M -29,267 -46%
Janus Henderson Group
440
Janus Henderson Group
United Kingdom
$1.78M +$1.78M +34,896 New
WP
441
WealthShield Partners
North Carolina
$1.78M +$352K +6,876 +25%
CTFG
442
Capstone Triton Financial Group
Oklahoma
$1.77M -$5.83K -114 -0.3%
NG
443
Norden Group
Utah
$1.76M +$81.1K +1,585 +5%
LWANC
444
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.76M +$2.76K +54 +0.2%
BAG
445
Bridgewealth Advisory Group
California
$1.76M -$552K -10,457 -24%
GAM
446
Gotham Asset Management
New York
$1.72M – – –
CWMGP
447
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.71M +$395K +7,724 +30%
WFS
448
Weitzel Financial Services
Iowa
$1.71M +$4.83K +94 +0.3%
SIA
449
Summit Investment Advisors
Maryland
$1.7M +$1.7M +32,269 New
RZH
450
Relyea Zuckerberg Hanson
Connecticut
$1.68M -$135K -2,633 -7%
16 17
18
19 20