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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 %
FPW
476
Flagship Private Wealth
Massachusetts
$1.43M +$32.1K +627 +2%
SMA
477
Seven Mile Advisory
New Jersey
$1.43M +$2.35K +46 +0.2%
LSWP
478
Liberty Square Wealth Partners
Pennsylvania
$1.42M +$1.42M +27,000 New
OAS
479
Optivise Advisory Services
Tennessee
$1.42M -$153K -3,001 -10%
IHWM
480
Iron Horse Wealth Management
Iowa
$1.42M -$84.3K -1,648 -6%
OFS
481
OneAscent Financial Services
Alabama
$1.41M +$1.41M +27,656 New
JIC
482
Johnson Investment Counsel
Ohio
$1.4M +$171K +3,335 +14%
FCP
483
Fidelis Capital Partners
Florida
$1.37M +$793K +15,163 +137%
CAL
484
Capital Analysts LLC
Pennsylvania
$1.36M -$53.7K -1,051 -4%
FNWA
485
Financial Network Wealth Advisors
Utah
$1.35M -$1.71M -33,373 -56%
CFB
486
Cullen/Frost Bankers
Texas
$1.34M +$529K +10,346 +65%
RFN
487
Redwood Financial Network
Ohio
$1.34M +$6.65K +130 +0.5%
IF
488
Intrua Financial
Texas
$1.33M +$898K +17,554 +207%
DPI
489
Diversified Portfolios Inc
Michigan
$1.32M +$184K +3,602 +16%
GF
490
GGM Financials
Ohio
$1.32M +$24.3K +475 +2%
CAM
491
Cresset Asset Management
Illinois
$1.28M -$134K -2,626 -9%
SFC
492
Strategic Financial Concepts
Texas
$1.27M +$364K +7,119 +40%
RW
493
REDW Wealth
New Mexico
$1.26M -$81.7K -1,597 -6%
PCS
494
Private Client Services
Kentucky
$1.25M +$582K +11,387 +87%
IWS
495
Integrity Wealth Solutions
Colorado
$1.25M +$18.3K +357 +1%
MA
496
Mutual Advisors
Nebraska
$1.23M -$56.7K -1,097 -4%
M
497
MATAURO
New York
$1.22M +$1.22M +23,879 New
IC
498
Innealta Capital
Texas
$1.2M +$442K +8,642 +58%
PPWM
499
Perissos Private Wealth Management
Oklahoma
$1.18M -$64.2K -1,256 -5%
TFCP
500
Twin Focus Capital Partners
Massachusetts
$1.18M +$409 +8 +0%
18 19
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