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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 %
GK
151
Graney & King
New York
$17.9M +$17.9M +350,823 New
AAS
152
Avantax Advisory Services
Texas
$17.9M +$660K +12,909 +4%
FA
153
Freestate Advisors
Kansas
$17.9M -$326K -6,379 -2%
SWM
154
SilverOak Wealth Management
Minnesota
$17.8M +$1.72M +33,684 +11%
KPWS
155
Kestra Private Wealth Services
Texas
$17.7M +$2.05M +40,157 +13%
NL
156
Navalign LLC
California
$17.6M +$177K +3,462 +1%
BCM
157
Brookstone Capital Management
Illinois
$17.4M -$783K -15,317 -4%
GAG
158
Goodman Advisory Group
Massachusetts
$17.4M +$426K +8,332 +3%
AFA
159
AA Financial Advisors
Ohio
$17M +$2.09M +40,785 +14%
ML
160
McAdam LLC
Pennsylvania
$16.9M +$695K +13,587 +4%
FHC
161
First Heartland Consultants
Missouri
$16.9M +$1.14M +22,354 +7%
WAOI
162
Wealth Advisors of Iowa
Iowa
$16.9M +$372K +7,272 +2%
CG
163
Cynosure Group
Utah
$16.8M +$2.83M +55,188 +20%
SWP
164
Stratos Wealth Partners
Ohio
$16.7M -$10.7M -210,120 -39%
MPM
165
Meritage Portfolio Management
Kansas
$16.6M +$4.94M +96,598 +42%
Nomura Asset Management
166
Nomura Asset Management
Japan
$16.2M +$16.2M +316,885 New
SW
167
SteelPeak Wealth
California
$16.2M +$1.51M +29,615 +10%
LFG
168
Larson Financial Group
Missouri
$15.6M -$1.63M -31,811 -9%
DC
169
Destiny Capital
Colorado
$15.5M +$223K +4,362 +1%
HHGC
170
Hunting Hill Global Capital
New York
$15.2M +$14.1M +275,871 +1,269%
BCI
171
Brinker Capital Investments
Pennsylvania
$15.2M -$58.9M -1,152,655 -80%
OPS
172
Orion Portfolio Solutions
Nebraska
$15.2M -$58.9M -1,152,655 -80%
EFH
173
Eaton Financial Holdings
Florida
$15.2M +$166K +3,238 +1%
SFP
174
Strategic Financial Partners
Oregon
$15.1M +$3.86M +75,528 +34%
JSW
175
Journey Strategic Wealth
New Jersey
$15.1M +$127K +2,490 +0.8%
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