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.

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
1
Demars Financial Group
Washington
$316M
2
HI
2
Horizon Investments
North Carolina
$296M
3
LPL Financial
3
LPL Financial
California
$2.12B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$169M
5
IAA
5
Independent Advisor Alliance
North Carolina
$79.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$212M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$3.69B
3
CWM
3
Connecticut Wealth Management
Connecticut
$0
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$31.8M
5
Bank of America
5
Bank of America
North Carolina
$304M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$169M +$86.8M +1,696,888 +105%
DWM
27
Dynasty Wealth Management
Florida
$169M +$70.6M +1,380,993 +72%
QWP
28
Quotient Wealth Partners
Texas
$166M +$2.07M +40,403 +1%
NAS
29
Nicolet Advisory Services
Wisconsin
$153M +$1.57M +31,168 +1%
PAG
30
Private Advisor Group
New Jersey
$152M +$10.3M +201,048 +7%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$147M -$1.24M -24,343 -0.8%
Betterment LLC
32
Betterment LLC
New York
$139M -$8.85M -173,017 -6%
LFS
33
Lutz Financial Services
Nebraska
$113M +$20.3K +397 +0%
AWM
34
AE Wealth Management
Kansas
$105M +$4.46M +87,245 +4%
FNT
35
First National Trust
Pennsylvania
$101M -$6.52M -127,446 -6%
HighTower Advisors
36
HighTower Advisors
Illinois
$98.2M -$1.71M -33,365 -2%
SQA
37
Simon Quick Advisors
New Jersey
$97.1M -$1.39M -27,209 -1%
GKWIM
38
Gerber Kawasaki Wealth & Investment Management
California
$95.4M +$5.01M +97,900 +6%
FLPIM
39
F.L. Putnam Investment Management
Massachusetts
$94.7M -$939K -18,368 -1%
AWM
40
Angeles Wealth Management
California
$91.3M +$2.78M +54,274 +3%
Mariner
41
Mariner
Kansas
$89.4M +$4.16M +81,402 +5%
ONB
42
Old National Bancorp
Indiana
$88M +$849K +16,592 +1%
MFG
43
Magnus Financial Group
New York
$85.1M +$3.19M +62,333 +4%
ACM
44
AlphaStar Capital Management
North Carolina
$83.9M +$7.09M +138,578 +9%
KW
45
KWB Wealth
California
$83.6M -$3.14M -59,357 -4%
FHA
46
Flagship Harbor Advisors
Massachusetts
$82.2M +$839K +16,404 +1%
OWA
47
Octavia Wealth Advisors
Ohio
$81.3M +$2.5M +48,898 +3%
IAA
48
Independent Advisor Alliance
North Carolina
$79.5M +$78.2M +1,528,528 +6,012%
NEWAS
49
N.E.W. Advisory Services
Wisconsin
$79.4M -$1.41M -27,476 -2%
Wells Fargo
50
Wells Fargo
California
$74M +$6.57M +128,480 +10%
1
2
3 4 5