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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 %
MA
601
MKT Advisors
California
$658K +$22.6K +435 +4%
FPCP
602
Fort Point Capital Partners
California
$657K +$3.17K +62 +0.5%
MP
603
McDonald Partners
Ohio
$651K +$10.6K +208 +2%
First Trust Advisors
604
First Trust Advisors
Illinois
$648K -$3.03M -59,188 -82%
IMC Chicago
605
IMC Chicago
Illinois
$648K -$440K -8,605 -40%
Brown Advisory
606
Brown Advisory
Maryland
$631K -$75.3K -1,472 -11%
WSWA
607
Warren Street Wealth Advisors
California
$624K -$27K -528 -4%
GC
608
Grimes & Company
Massachusetts
$623K +$225K +4,403 +57%
VPWA
609
Vestia Personal Wealth Advisors
Indiana
$620K +$2.3K +45 +0.4%
HCM
610
Hengehold Capital Management
Ohio
$619K – – –
6F
611
626 Financial
Michigan
$615K – – –
KA
612
Kovack Advisors
Florida
$615K +$32.9K +644 +6%
DA
613
Detalus Advisors
Missouri
$608K -$2.61K -51 -0.4%
BFG
614
Beacon Financial Group
Texas
$603K – – –
PFGIA
615
Patriot Financial Group Insurance Agency
Massachusetts
$600K +$67.9K +1,327 +13%
AG
616
Ascent Group
Virginia
$600K -$694K -13,575 -54%
CastleKeep Investment Advisors
617
CastleKeep Investment Advisors
Connecticut
$599K -$38.3K -748 -6%
SIA
618
Schechter Investment Advisors
Michigan
$599K +$86.1K +1,683 +17%
SCA
619
Snowden Capital Advisors
New York
$585K -$93.7K -1,833 -14%
ARC
620
Advisor Resource Council
Texas
$582K +$582K +11,375 New
DE
621
Diversified Enterprises
Delaware
$578K +$13.5K +264 +2%
IFPL
622
Investments & Financial Planning LLC
Kentucky
$574K +$17.9K +350 +3%
CL
623
COWA LLC
Oklahoma
$573K – – –
AA
624
AlphaMark Advisors
Kentucky
$571K +$67.2K +1,314 +13%
HNB
625
Huntington National Bank
Ohio
$563K -$53 – –
23 24
25
26 27