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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 %
WIM
751
WealthPlan Investment Management
Nebraska
$302K +$11.1K +217 +4%
SWIM
752
Smallwood Wealth Investment Management
New Jersey
$301K -$86.8K -1,697 -22%
AWM
753
Apollon Wealth Management
South Carolina
$301K -$7.37K -144 -2%
SWA
754
Sax Wealth Advisors
New Jersey
$300K +$300K +5,872 New
HFO
755
Heritage Family Offices
Arizona
$298K +$298K +5,820 New
FCT
756
First Community Trust
Iowa
$297K – – –
Vanguard Group
757
Vanguard Group
Pennsylvania
$297K -$22K -430 -7%
MAM
758
MMA Asset Management
Pennsylvania
$296K +$296K +5,798 New
RFA
759
Reyes Financial Architecture
California
$294K +$294K +5,747 New
MCCP
760
Mission Creek Capital Partners
California
$294K – – –
SG
761
Sharper & Granite
California
$293K -$5.11K -100 -2%
DW30
762
Drucker Wealth 3.0
New Jersey
$293K -$24K -469 -8%
CB
763
Chris Bulman
California
$292K -$5.83K -114 -2%
CG
764
Caprock Group
Idaho
$291K +$291K +5,686 New
CWP
765
Concord Wealth Partners
Virginia
$290K +$15.5K +303 +6%
PCA
766
Prosperity Capital Advisors
Ohio
$290K -$181K -3,540 -38%
AW
767
Alteri Wealth
California
$290K +$290K +5,665 New
ACA
768
Aptus Capital Advisors
Alabama
$290K +$88K +1,720 +44%
SWM
769
SFG Wealth Management
Maryland
$289K +$63.2K +1,235 +28%
SFM
770
Stack Financial Management
Montana
$289K +$289K +5,644 New
ATPW
771
Ashton Thomas Private Wealth
Arizona
$288K +$972 +19 +0.3%
GCP
772
Gill Capital Partners
Colorado
$288K – – –
ICP
773
Interchange Capital Partners
Pennsylvania
$281K +$5.01K +98 +2%
CIA
774
Capital Investment Advisors
Georgia
$281K +$281K +5,498 New
WWP
775
Wise Wealth Partners
Arizona
$281K +$281K +5,491 New
29 30
31
32 33