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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 %
LJAC
626
L.J. Altfest & Co
New York
$562K -$51 -1 -0%
CB
627
Community Bank
New York
$560K -$7.52K -147 -1%
CFS
628
Coordinated Financial Services
Colorado
$559K +$559K +10,933 New
TCM
629
Twin Capital Management
Pennsylvania
$558K +$2.35K +46 +0.4%
PWM
630
PMG Wealth Management
Illinois
$555K +$555K +10,858 New
CIC
631
Carnegie Investment Counsel
Ohio
$549K -$3.43K -67 -0.6%
CFG
632
Copley Financial Group
California
$548K +$152K +2,980 +39%
HIP
633
HUB Investment Partners
Texas
$543K +$28.2K +552 +5%
ST
634
Smithfield Trust
Pennsylvania
$540K – – –
VFG
635
Victory Financial Group
Texas
$524K +$524K +10,245 New
AO
636
Advisor OS
Illinois
$522K -$1.8M -35,204 -78%
CS
637
Crescent Sterling
Louisiana
$522K – – –
JCIA
638
Jackson Creek Investment Advisors
Colorado
$519K +$96.5K +1,888 +23%
Qube Research & Technologies (QRT)
639
Qube Research & Technologies (QRT)
United Kingdom
$518K -$345K -6,738 -40%
CPRC
640
Consolidated Portfolio Review Corp
New York
$516K +$312K +6,105 +153%
Natixis Advisors
641
Natixis Advisors
Massachusetts
$513K -$77.1K -1,509 -13%
FFG
642
Frisch Financial Group
New York
$513K -$2.56K -50 -0.5%
FMWA
643
Forvis Mazars Wealth Advisors
Missouri
$509K +$162K +3,174 +47%
FGA
644
Fortis Group Advisors
New Jersey
$508K +$32.6K +637 +7%
AWA
645
Arbor Wealth Advisors
Michigan
$494K – – –
TFG
646
Tilson Financial Group
New Jersey
$492K -$36.6K -716 -7%
EAM
647
Empirical Asset Management
Massachusetts
$489K +$93.5K +1,829 +24%
DC
648
Darrow Company
Massachusetts
$481K +$2.25K +44 +0.5%
TFS
649
Thoroughbred Financial Services
Tennessee
$480K +$183K +3,589 +62%
CJ
650
Caitlin John
Michigan
$472K -$530K -10,363 -53%
24 25
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