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 %
Goldman Sachs
51
Goldman Sachs
New York
$73.2M +$8.73M +170,633 +14%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$72.5M -$4.24M -82,886 -6%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$70.2M +$6.57M +128,446 +10%
MYIA
54
Mount Yale Investment Advisors
Colorado
$69.9M +$69.9M +1,366,875 New
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$68.1M +$5.64M +110,288 +9%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$66.3M +$21M +411,609 +46%
BB
57
Bell Bank
North Dakota
$64.1M +$64.1M +1,252,623 New
MWM
58
Modern Wealth Management
Kansas
$63.5M +$24.9M +486,623 +64%
GLA
59
Good Life Advisors
Pennsylvania
$63.3M -$2.69M -52,551 -4%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$57M +$421K +8,224 +0.7%
KA
61
Klingman & Associates
New York
$56.2M -$640K -12,519 -1%
NB
62
Nicolet Bankshares
Wisconsin
$55.2M +$231K +4,512 +0.4%
NA
63
Nottingham Advisors
New York
$55.1M -$5.44M -106,353 -9%
Stifel Financial
64
Stifel Financial
Missouri
$52.7M -$592K -11,575 -1%
Prudential Financial
65
Prudential Financial
New Jersey
$52M +$8.75M +171,082 +20%
CFG
66
Compton Financial Group
Maryland
$50.6M +$1.88M +36,741 +4%
EWA
67
ERTS Wealth Advisors
Michigan
$48.7M +$1.96M +38,331 +4%
FFS
68
Founders Financial Securities
Maryland
$47.8M +$14.8M +289,361 +45%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$44.8M -$14M -272,917 -24%
IWM
70
IHT Wealth Management
Illinois
$44.5M -$2.51M -49,058 -5%
WH
71
Whitcomb & Hess
Ohio
$44.1M -$361K -7,055 -0.8%
AI
72
Accredited Investors
Minnesota
$43.3M -$851K -16,645 -2%
CA
73
CoreCap Advisors
Michigan
$43.3M +$4.21M +82,244 +11%
AF
74
Arrow Financial
New York
$40.5M -$4.39M -85,933 -10%
Envestnet Portfolio Solutions
75
Envestnet Portfolio Solutions
Illinois
$39.7M +$3.79M +74,056 +11%
1 2
3
4 5