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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 %
APWM
501
Anchor Pointe Wealth Management
Missouri
$1.18M +$1.18M +23,093 New
FIA
502
FNY Investment Advisers
New York
$1.18M +$1.18M +23,000 New
William Blair & Company
503
William Blair & Company
Illinois
$1.18M +$83.9K +1,640 +8%
HWM
504
Howard Wealth Management
Connecticut
$1.16M -$9.21K -180 -0.8%
RSF
505
Rik Saylor Financial
Ohio
$1.16M +$1.16M +22,594 New
VCA
506
Verdence Capital Advisors
Maryland
$1.15M -$840K -16,419 -42%
AA
507
Altman Advisors
Illinois
$1.15M +$867K +66,345 +308%
FFA
508
Farther Finance Advisors
California
$1.14M -$25.2K -493 -2%
SPWM
509
Schrum Private Wealth Management
Florida
$1.14M -$855K -16,715 -43%
LMKC
510
L.M. Kohn & Company
Ohio
$1.14M +$129K +2,529 +13%
TW
511
Towerpoint Wealth
California
$1.13M +$3.99K +78 +0.4%
MCM
512
MAI Capital Management
Ohio
$1.12M +$274K +5,350 +32%
CIAS
513
Capital Investment Advisory Services
North Carolina
$1.1M +$196K +3,842 +22%
Fisher Asset Management
514
Fisher Asset Management
Washington
$1.1M +$1.1M +21,559 New
LSA
515
Lansing Street Advisors
Pennsylvania
$1.09M +$6.44K +126 +0.6%
CP
516
Castleview Partners
Texas
$1.08M -$23.8K -468 -2%
CA
517
Calton & Associates
Florida
$1.07M -$551K -10,772 -34%
CA
518
Centerpoint Advisors
Massachusetts
$1.05M – – –
TFA
519
Tobias Financial Advisors
Florida
$1.04M -$22.5K -439 -2%
LTL
520
Lowery Thomas LLC
California
$1.04M -$154K -3,011 -13%
CPL
521
CAP Partners LLC
Tennessee
$1.04M +$34.7K +679 +3%
SFS
522
Sowell Financial Services
Arkansas
$1.04M -$70.2K -1,372 -6%
IAN
523
Integrated Advisors Network
Texas
$1.04M -$21.1K -413 -2%
KWA
524
Kingswood Wealth Advisors
California
$1.03M -$36.2K -708 -3%
RFP
525
Root Financial Partners
California
$1.03M +$331K +6,467 +47%
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