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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.

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 %
BWG
76
Balanced Wealth Group
Ohio
$39M +$692K +14,236 +2%
CA
77
CGN Advisors
Kansas
$38.6M +$2.29M +44,699 +6%
CFD
78
Creative Financial Designs
Indiana
$38.3M +$1.55M +30,292 +4%
FWI
79
Facet Wealth Inc
Maryland
$38M +$997K +19,140 +3%
SA
80
Scarborough Advisors
Maryland
$36.6M +$30.5M +596,807 +506%
WF
81
Williams Financial
Vermont
$36.3M +$340K +6,656 +0.9%
Creative Planning
82
Creative Planning
Kansas
$35.9M +$32.1M +627,403 +834%
WCAMG
83
Woodard & Company Asset Management Group
North Carolina
$34.9M +$750K +14,670 +2%
MML Investors Services
84
MML Investors Services
Massachusetts
$34.8M -$4.43M -86,582 -11%
PIA
85
Perennial Investment Advisors
California
$34.4M -$4.45M -86,998 -11%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$34.2M +$114K +2,108 +0.3%
DWM
87
Diversify Wealth Management
Utah
$32.5M +$9.57M +189,865 +42%
BEI
88
Benjamin Edwards Inc
Missouri
$32.3M +$426K +8,336 +1%
SFM
89
Signet Financial Management
New Jersey
$32.3M -$466K -9,112 -1%
CCMG
90
Clark Capital Management Group
Pennsylvania
$31.8M -$132M -2,589,665 -81%
GIA
91
Gladstone Institutional Advisory
Florida
$31.8M +$8.04M +157,220 +34%
CF
92
Convergence Financial
Missouri
$31.1M +$5.3M +103,573 +21%
AWM
93
Avior Wealth Management
Nebraska
$30.9M +$243K +4,755 +0.8%
Corient Private Wealth
94
Corient Private Wealth
Florida
$30.8M -$2.35M -45,920 -7%
VC
95
Vicus Capital
Pennsylvania
$30.5M +$857K +16,758 +3%
GVAG
96
Great Valley Advisor Group
Delaware
$29.7M +$3.35M +65,544 +13%
IWC
97
Integrated Wealth Concepts
Massachusetts
$29.3M +$11.4M +222,092 +63%
BW
98
BIP Wealth
Georgia
$29.2M -$2.1M -40,988 -7%
IWA
99
Inspirion Wealth Advisors
Illinois
$28.9M -$189K -3,700 -0.6%
KOC
100
Koss-Olinger Consulting
Florida
$28.6M +$1.91M +37,268 +7%
2 3
4
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