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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 %
PGF
576
Plan Group Financial
Oklahoma
$740K -$12.6K -246 -2%
SAG
577
SageView Advisory Group
California
$724K +$329K +6,440 +84%
CRI
578
Colonial River Investments
Virginia
$722K -$1.98M -38,731 -73%
GJIA
579
Glass Jacobson Investment Advisors
Maryland
$702K +$16.8K +328 +2%
CF
580
Centaurus Financial
California
$701K -$913K -17,844 -57%
LF
581
Lantz Financial
Illinois
$697K -$51 -1 -0%
4A
582
4Wealth Advisors
Illinois
$696K +$696K +13,619 New
KCP
583
Kera Capital Partners
California
$692K +$692K +13,541 New
RWM
584
RKL Wealth Management
Pennsylvania
$690K +$462K +9,031 +203%
FNBOO
585
First National Bank of Omaha
Nebraska
$688K – – –
FFA
586
Frazier Financial Advisors
Ohio
$686K -$20.9K -409 -3%
LIA
587
LBMC Investment Advisors
Tennessee
$684K +$4.4K +86 +0.6%
BAM
588
Belpointe Asset Management
Nevada
$681K +$114K +2,176 +20%
WAG
589
Wallace Advisory Group
California
$674K -$38.2K -723 -5%
PB
590
Pinnacle Bancorp
Nebraska
$672K +$226K +4,426 +51%
GAG
591
GM Advisory Group
New York
$670K – – –
EFG
592
Embree Financial Group
Illinois
$668K +$3.99K +78 +0.6%
MWM
593
MGB Wealth Management
Texas
$668K +$2.71K +53 +0.4%
TW
594
TrinityPoint Wealth
Connecticut
$664K +$106K +2,080 +19%
FWM
595
ForthRight Wealth Management
Georgia
$663K +$153 +3 +0%
GA
596
Geller Advisors
New York
$662K – – –
SWA
597
Serenus Wealth Advisors
California
$661K +$661K +12,924 New
WP
598
WealthPLAN Partners
Nebraska
$659K +$49.8K +973 +8%
IWB
599
Innovative Wealth Building
Maryland
$659K +$659K +12,893 New
HAG
600
HF Advisory Group
Maryland
$659K +$24.4K +477 +4%
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