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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 %
RWMH
451
Riverpoint Wealth Management Holdings
Illinois
$1.68M +$9.56K +187 +0.6%
FIC
452
FCG Investment Company
Tennessee
$1.67M +$131K +2,558 +8%
LA
453
Lifeworks Advisors
Michigan
$1.67M -$75.5K -1,476 -4%
BNP Paribas Financial Markets
454
BNP Paribas Financial Markets
France
$1.67M -$70.2K -1,373 -4%
SIAS
455
Summit Investment Advisory Services
Minnesota
$1.66M +$66.4K +1,298 +4%
EGA
456
E&G Advisors
Texas
$1.65M +$60.6K +1,185 +4%
RSA
457
River Street Advisors
Illinois
$1.65M +$6.14K +120 +0.4%
AWA
458
Arkadios Wealth Advisors
Georgia
$1.65M +$51.8K +1,013 +3%
IFA
459
Index Fund Advisors
California
$1.62M -$9.82K -192 -0.6%
MWM
460
Marion Wealth Management
Pennsylvania
$1.59M +$1.64K +32 +0.1%
PNC Financial Services Group
461
PNC Financial Services Group
Pennsylvania
$1.59M +$969K +18,954 +157%
NCFG
462
New Century Financial Group
New Jersey
$1.58M -$514K -10,018 -25%
Invesco
463
Invesco
Georgia
$1.57M -$11.3K -220 -0.7%
AWAU
464
Alliance Wealth Advisors (Utah)
Utah
$1.53M -$170K -3,315 -10%
WFS
465
WealthGarden F.S.
California
$1.53M +$22.5K +440 +1%
CFIA
466
Cantor Fitzgerald Investment Advisors
New York
$1.53M -$933K -18,253 -38%
BWFA
467
Baltimore-Washington Financial Advisors
Maryland
$1.51M +$1.43K +28 +0.1%
EIA
468
Eldridge Investment Advisors
New Hampshire
$1.5M -$1.77M -34,575 -54%
FFA
469
Founders Financial Alliance
North Carolina
$1.49M +$108K +2,119 +8%
DI
470
DAGCO Inc
Ohio
$1.49M +$60.9K +1,191 +4%
FT
471
Fiduciary Trust
Massachusetts
$1.47M – – –
WMR
472
Wealth Management Resources
Rhode Island
$1.47M +$256 +5 +0%
AF
473
Apollon Financial
South Carolina
$1.44M -$14.4K -281 -1%
CFS
474
Commonwealth Financial Services
West Virginia
$1.44M – – –
RCAG
475
Rehmann Capital Advisory Group
Michigan
$1.44M +$310K +6,057 +27%
17 18
19
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