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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 %
AC
551
AIFG Consultants
New York
$826K -$12.9K -253 -2%
STA
552
Summit Trail Advisors
New York
$823K – – –
HC
553
Headland Capital
South Carolina
$814K +$814K +15,921 New
CCWM
554
Cassaday & Co Wealth Management
Virginia
$797K -$12.6K -246 -2%
CFGS
555
Concourse Financial Group Securities
Alabama
$797K -$19.4K -370 -2%
AC
556
Apella Capital
Connecticut
$797K +$307 +6 +0%
SP
557
Sequent Planning
Nebraska
$796K -$869 -17 -0.1%
FMTCOCP
558
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$784K +$144K +2,827 +23%
IF
559
Ironwood Financial
Arizona
$783K +$300K +5,865 +62%
MAWCM
560
Mine & Arao Wealth Creation & Management
California
$781K -$74K -1,448 -9%
HSBC Holdings
561
HSBC Holdings
United Kingdom
$776K +$776K +15,178 New
WAM
562
Wallington Asset Management
Indiana
$774K -$108K -2,110 -12%
TWP
563
Tempus Wealth Planning
California
$773K -$45.3K -885 -6%
HAM
564
Hickory Asset Management
Ohio
$767K +$767K +15,007 New
TSS
565
Two Sigma Securities
New York
$766K +$766K +14,982 New
WA
566
Wealthstream Advisors
New York
$762K +$2.46K +48 +0.3%
SAI
567
Savvy Advisors Inc
New York
$762K +$124K +2,424 +19%
BWL
568
Bogart Wealth LLC
Virginia
$757K +$7.26K +142 +1%
ACM
569
Advance Capital Management
Michigan
$756K +$665 +13 +0.1%
HCC
570
Hirtle Callaghan & Co
Pennsylvania
$755K -$14.7K -288 -2%
PI
571
PFG Investments
New York
$749K +$28.8K +564 +4%
BWM
572
BCGM Wealth Management
Indiana
$749K -$38K -743 -5%
FI
573
Financial Insights
Washington
$748K +$6.6K +129 +0.9%
AC
574
AWM Capital
Arizona
$746K +$4.81K +94 +0.6%
Pathstone Holdings
575
Pathstone Holdings
New Jersey
$746K +$20.2K +395 +3%
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