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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
+$310M
2
HI
Horizon Investments
North Carolina
+$222M
3
LPL Financial
LPL Financial
California
+$115M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$86.8M
5
IAA
Independent Advisor Alliance
North Carolina
+$78.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$431M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$175M
3
CWM
Connecticut Wealth Management
Connecticut
-$134M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$132M
5
Bank of America
Bank of America
North Carolina
-$87.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
526
Greenleaf Trust
Michigan
$1.02M -$6.96K -136 -0.7%
CRC
527
Curi RMB Capital
Illinois
$1.02M – – –
SAM
528
Sequent Asset Management
Texas
$1M – – –
MW
529
Maia Wealth
Colorado
$984K +$127K +2,384 +15%
ASN
530
Advisory Services Network
Georgia
$981K +$38.4K +751 +4%
TCA
531
Transcend Capital Advisors
New Jersey
$975K +$55.8K +1,092 +6%
BRWA
532
B. Riley Wealth Advisors
Florida
$974K -$5.43M -106,210 -85%
BWMG
533
Barnes Wealth Management Group
California
$970K +$970K +18,977 New
QCM
534
Quantinno Capital Management
New York
$950K +$950K +18,575 New
ACM
535
Advisors Capital Management
New Jersey
$949K +$26.1K +511 +3%
RFC
536
Regions Financial Corp
Alabama
$927K -$511 -10 -0.1%
GSIAS
537
Garden State Investment Advisory Services
New Jersey
$923K -$52.3K -1,023 -5%
BTWM
538
Baker Tilly Wealth Management
Wisconsin
$919K -$184K -3,600 -17%
ATC
539
Argent Trust Co
Tennessee
$919K +$919K +17,976 New
WPW
540
Waldron Private Wealth
Pennsylvania
$917K +$11.7K +229 +1%
DWM
541
Drive Wealth Management
Utah
$894K +$256 +5 +0%
FDW
542
Fourth Dimension Wealth
Ohio
$884K +$884K +15,882 New
WPC
543
White Pine Capital
Minnesota
$883K +$8.95K +175 +1%
PS
544
Principal Securities
Iowa
$880K -$30.6M -597,717 -97%
PC
545
Permanens Capital
New York
$875K -$97.7K -1,911 -10%
MIAS
546
Mason Investment Advisory Services
Virginia
$845K +$1.84K +36 +0.2%
MAG
547
M3 Advisory Group
Massachusetts
$841K -$2.76K -54 -0.3%
HC
548
Hurley Capital
New York
$830K +$830K +16,190 New
LFAS
549
Level Four Advisory Services
Texas
$830K -$7.98K -156 -1%
LBC
550
Lowe Brockenbrough & Co
Virginia
$829K -$30.9K -605 -4%
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