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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 %
AWM
726
Accel Wealth Management
Iowa
$340K +$1.38K +27 +0.4%
GAM
727
Grandview Asset Management
Pennsylvania
$340K +$1.43K +28 +0.4%
AFG
728
Atomi Financial Group
New York
$340K -$582K -11,379 -63%
VF
729
Vawter Financial
Ohio
$338K -$2.05K -40 -0.6%
OSNBOA
730
Old Second National Bank of Aurora
Illinois
$336K +$32.1K +628 +11%
MWM
731
Mascagni Wealth Management
Mississippi
$334K +$334K +6,533 New
CL
732
Choreo LLC
Illinois
$328K -$68.6K -1,342 -17%
FWM
733
Focused Wealth Management
New York
$325K +$7.31K +143 +2%
PWA
734
Peterson Wealth Advisors
Utah
$325K -$323K -6,289 -50%
CA
735
Clearstead Advisors
Ohio
$325K – – –
BP
736
Ballentine Partners
Massachusetts
$325K – – –
AWM
737
Accurate Wealth Management
Florida
$324K +$3.22K +63 +1%
MCM
738
Mainstream Capital Management
California
$322K -$1.74K -34 -0.5%
OAM
739
Oppenheimer Asset Management
New York
$317K -$4.35K -85 -1%
AFO
740
Arrowroot Family Office
California
$316K +$41.3K +808 +15%
WMWM
741
Whitaker-Myers Wealth Managers
Ohio
$315K +$315K +6,164 New
DAS
742
Dynamic Advisor Solutions
Arizona
$315K -$116K -2,265 -27%
KIM
743
Kestra Investment Management
Texas
$315K +$315K +6,150 New
S
744
SignatureFD
Georgia
$314K +$47.5K +928 +18%
LFA
745
LGT Financial Advisors
Texas
$314K +$37.6K +736 +14%
BI
746
Berkeley Inc
Idaho
$312K -$312K -6,104 -50%
ESB
747
Essex Savings Bank
Connecticut
$305K +$74.4K +1,455 +32%
CA
748
Continuum Advisory
Idaho
$305K +$205 +4 +0.1%
PIA
749
Pinion Investment Advisors
Kansas
$303K – – –
GA
750
GoalVest Advisory
New York
$303K – – –
28 29
30
31 32