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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 %
SWA
201
SOA Wealth Advisors
New York
$11.6M +$3.81M +74,565 +49%
PA
202
Probity Advisors
Texas
$11.6M +$348K +6,804 +3%
NC
203
NewSquare Capital
Pennsylvania
$11.5M -$394K -7,700 -3%
CIA
204
Concurrent Investment Advisors
Florida
$11.5M +$3.64M +71,114 +46%
CCFM
205
Clear Creek Financial Management
Washington
$11.5M +$1.37M +26,804 +14%
VBFP
206
Valtinson Bruner Financial Planning
Minnesota
$11.2M +$23.5K +460 +0.2%
FC
207
Financial Council
Maryland
$11.1M +$258K +5,044 +2%
DAS
208
Diversify Advisory Services
Utah
$11M -$23.1K -458 -0.2%
WAP
209
Wealthcare Advisory Partners
Pennsylvania
$11M +$98.9K +1,933 +0.9%
FWM
210
Foguth Wealth Management
Michigan
$11M +$9.39M +178,603 +598%
GIA
211
GHP Investment Advisors
Colorado
$10.9M +$471K +9,218 +5%
SF
212
Summit Financial
New Jersey
$10.9M +$1.26M +24,682 +13%
WI
213
WrapManager Inc
California
$10.7M +$62.1K +1,214 +0.6%
DWM
214
Dogwood Wealth Management
Kansas
$10.6M +$1.75M +34,238 +20%
PWM
215
Power Wealth Management
Georgia
$10.4M +$887K +17,351 +9%
SC
216
Savant Capital
Illinois
$10.4M -$601K -11,746 -5%
M&T Bank
217
M&T Bank
New York
$10.3M +$550K +10,745 +6%
OHIS
218
Oak Harvest Investment Services
Texas
$10.3M +$1.23M +24,014 +14%
HA
219
Hofer & Associates
California
$10.3M -$173K -3,385 -2%
SWM
220
Spire Wealth Management
Virginia
$10.2M -$483K -9,448 -5%
GFG
221
Goldstone Financial Group
Illinois
$10.2M +$1.79M +34,907 +21%
Legacy Financial Group (Iowa)
222
Legacy Financial Group (Iowa)
Iowa
$10.1M +$110K +2,143 +1%
AAS
223
Asset Allocation Strategies
Michigan
$10M +$2.51M +47,972 +33%
SAW
224
Signal Advisors Wealth
Michigan
$10M +$8.08M +158,023 +417%
SSW
225
Stone Summit Wealth
Florida
$10M -$501K -9,788 -5%
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