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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
Raymond James Financial
2
Raymond James Financial
Florida
$281M
3
HI
3
Horizon Investments
North Carolina
$296M
4
LPL Financial
4
LPL Financial
California
$2.12B
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$169M

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 Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$4B 78,214,398 +1,528,406 +2%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$3.69B 72,065 -3,423 -5%
LPL Financial
3
LPL Financial
California
$2.12B 41,404,616 +2,253,997 +6%
AF
4
Allworth Financial
California
$1.07B 20,370,433 +69,747 +0.3%
Morgan Stanley
5
Morgan Stanley
New York
$470M 9,186,400 -400,957 -4%
Ameriprise
6
Ameriprise
Minnesota
$411M 8,030,623 +767,901 +11%
VA
7
Valmark Advisers
Ohio
$392M 7,666,293 +174,424 +2%
UBS Group
8
UBS Group
Switzerland
$356M 6,957,205 +623,859 +10%
DFG
9
Demars Financial Group
Washington
$316M 16,144,971 +15,839,453 +5,184%
Bank of America
10
Bank of America
North Carolina
$304M 5,945,261 -1,710,353 -22%
HI
11
Horizon Investments
North Carolina
$296M 5,797,361 +4,349,903 +301%
Raymond James Financial
12
Raymond James Financial
Florida
$281M 5,503,158 +5,503,158 New
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$278M 5,440,752 -128,971 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$273M 5,343,491 +1,305,783 +32%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$237M 4,628,432 +277,382 +6%
AA
16
Advisory Alpha
Michigan
$235M 4,586,864 -87,485 -2%
NP
17
NorthRock Partners
Minnesota
$225M 4,398,254 +71,340 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$212M 4,147,711 -8,425,662 -67%
WJA
19
Willis Johnson & Associates
Texas
$207M 4,054,405 +109,565 +3%
EH
20
Equitable Holdings
New York
$201M 3,934,360 +112,130 +3%
Franklin Resources
21
Franklin Resources
California
$199M 3,896,869 +207,583 +6%
TIAA Trust, National Association
22
TIAA Trust, National Association
North Carolina
$198M 3,877,502 +46,227 +1%
Cerity Partners
23
Cerity Partners
New York
$176M 3,436,633 +1,770 +0.1%
Osaic Holdings
24
Osaic Holdings
Arizona
$176M 3,433,669 -558,506 -14%
TC
25
TownSquare Capital
Utah
$173M 3,388,103 -403,674 -11%
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