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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
$316M
2
HI
Horizon Investments
North Carolina
$296M
3
LPL Financial
LPL Financial
California
$2.12B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$169M
5
IAA
Independent Advisor Alliance
North Carolina
$79.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$212M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$3.69B
3
CWM
Connecticut Wealth Management
Connecticut
$0
4
CCMG
Clark Capital Management Group
Pennsylvania
$31.8M
5
Bank of America
Bank of America
North Carolina
$304M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWPS
126
Pinnacle Wealth Planning Services
Ohio
$22.9M +$7.52K +147 +0%
HG
127
Harbor Group
New Hampshire
$22.7M +$510K +9,980 +2%
LFPWM
128
Leicht Financial Planning & Wealth Management
New Jersey
$22.1M -$58.8K -1,150 -0.3%
NA
129
NewEdge Advisors
Louisiana
$21.4M -$1.49M -29,207 -7%
WCM
130
Windsor Capital Management
Arizona
$21.1M -$626K -12,238 -3%
AA
131
Alesco Advisors
New York
$21M -$888K -17,369 -4%
SW
132
SkyOak Wealth
Michigan
$20.5M +$508K +9,928 +3%
AWM
133
Atticus Wealth Management
Florida
$20.2M -$54.7K -1,070 -0.3%
ICMM
134
Integrated Capital Management (Michigan)
Michigan
$20.1M +$513K +10,036 +3%
HC
135
Hamilton Capital
Ohio
$20M +$859K +16,804 +4%
GRP
136
Global Retirement Partners
California
$19.9M +$1.89M +37,031 +11%
CSP
137
Cary Street Partners
Virginia
$19.6M +$19.6M +382,808 New
MOS
138
MGO One Seven
Ohio
$19.6M +$1.01M +19,764 +5%
PW
139
Potentia Wealth
California
$19.4M +$19.4M +379,955 New
PA
140
Prism Advisors
California
$19.4M +$138K +2,696 +0.7%
VWA
141
Visionary Wealth Advisors
Illinois
$19.3M +$16.8M +327,757 +659%
TFA
142
TPG Financial Advisors
Oregon
$19M +$982K +19,197 +5%
RPGK
143
Retirement Planning Group (Kansas)
Kansas
$18.7M -$657K -12,838 -3%
MD
144
Money Design
Japan
$18.6M -$3.73M -73,088 -17%
Truist Financial
145
Truist Financial
North Carolina
$18.6M +$1.53M +29,850 +9%
PFA
146
Pure Financial Advisors
California
$18.6M -$602K -11,780 -3%
CWM
147
CarsonAllaria Wealth Management
Illinois
$18.5M +$442K +8,642 +2%
Baird Financial Group
148
Baird Financial Group
Wisconsin
$18.2M +$452K +8,838 +3%
FTS
149
Fifth Third Securities
Ohio
$18.1M +$1.31M +25,575 +8%
LGW
150
Leslie Global Wealth
Illinois
$18M -$278K -5,428 -2%
4 5
6
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