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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 %
Northern Trust
101
Northern Trust
Illinois
$28.4M +$3.32K +65 +0%
TVAMP
102
Tennessee Valley Asset Management Partners
Tennessee
$28.3M -$461K -9,012 -2%
TFGT
103
TS Financial Group (TSFG)
Illinois
$28.2M +$1.24M +24,180 +5%
RA
104
Riversedge Advisors
Delaware
$27.8M +$188K +3,671 +0.7%
EFL
105
ERn Financial LLC
Wisconsin
$27.7M +$988K +19,312 +4%
CWA
106
Choice Wealth Advisors
Maine
$27.3M +$371K +7,255 +1%
BOPW
107
Brandywine Oak Private Wealth
Pennsylvania
$26.9M +$783K +15,307 +3%
GWM
108
Geneos Wealth Management
Colorado
$26.7M -$325K -6,347 -1%
MWPCG
109
Measured Wealth Private Client Group
New Hampshire
$26.6M -$179K -3,508 -0.7%
CC
110
Courier Capital
New York
$26.5M +$6.65M +129,949 +34%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$26.2M +$879K +17,189 +3%
RIM
112
Redwood Investment Management
Arizona
$26.1M +$20.7M +405,447 +383%
WWM
113
Western Wealth Management
Colorado
$25.7M +$792K +15,484 +3%
WA
114
Waverly Advisors
Alabama
$25.2M +$2.66M +52,098 +12%
DWM
115
Dakota Wealth Management
Florida
$25M +$1.78M +34,855 +8%
HSWS
116
Higgins & Schmidt Wealth Strategies
Colorado
$24.7M +$11.9M +233,120 +93%
RA
117
Rodgers & Associates
Pennsylvania
$24.3M -$493K -9,637 -2%
VH
118
Visionary Horizons
Tennessee
$24M +$2.12M +41,442 +10%
MSRI
119
Michael S. Ryan Inc
New York
$23.8M +$821K +16,049 +4%
SA
120
Sanctuary Advisors
Indiana
$23.5M +$1.94M +36,734 +9%
MFG
121
Merit Financial Group
Georgia
$23.5M +$59.2K +1,158 +0.3%
MWM
122
MBE Wealth Management
Wisconsin
$23.4M +$407K +7,967 +2%
MA
123
MONECO Advisors
Connecticut
$23.3M +$5.48M +107,106 +31%
APP
124
Avantax Planning Partners
Iowa
$23.1M -$658K -12,861 -3%
AWA
125
Alta Wealth Advisors
Massachusetts
$23.1M +$862K +16,862 +4%
3 4
5
6 7