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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 %
FF
651
Fortitude Financial
Washington
$466K +$466K +9,110 New
SEI Investments
652
SEI Investments
Pennsylvania
$462K -$120K -2,353 -21%
IP
653
Investment Partners
Ohio
$460K – – –
SB
654
Strategic Blueprint
Georgia
$459K -$7.88K -154 -2%
NW
655
NewEdge Wealth
Pennsylvania
$455K +$51 +1 +0%
HAS
656
HBW Advisory Services
California
$455K +$16.1K +314 +4%
KIA
657
Kraematon Investment Advisors
Massachusetts
$454K +$307 +6 +0.1%
SMA
658
Sage Mountain Advisors
Georgia
$453K – – –
MW
659
MBL Wealth
North Carolina
$452K – – –
MG
660
Mather Group
Illinois
$451K -$27.6K -539 -6%
TWM
661
Trueblood Wealth Management
Ohio
$448K – – –
OC
662
Oarsman Capital
Wisconsin
$441K -$11.2K -219 -2%
BBPWM
663
Blue Bell Private Wealth Management
Pennsylvania
$437K -$5.11K -100 -1%
ST
664
Somerset Trust
Pennsylvania
$435K -$3.07K -60 -0.7%
JCM
665
Jacobi Capital Management
Pennsylvania
$434K -$17.8K -348 -4%
RSWM
666
Robertson Stephens Wealth Management
California
$434K -$634K -12,390 -59%
TNBTD
667
Trustmark National Bank Trust Department
Mississippi
$434K -$4.3K -84 -1%
BA
668
Bluesphere Advisors
Pennsylvania
$433K – – –
EWA
669
Exencial Wealth Advisors
Oklahoma
$430K +$358 +7 +0.1%
DCM
670
DGS Capital Management
New Jersey
$430K -$665 -13 -0.2%
BBNA
671
Bremer Bank National Association
Minnesota
$427K +$9.51K +186 +2%
RIA
672
Regal Investment Advisors
Michigan
$425K -$816K -15,960 -66%
PFA
673
Portland Financial Advisors
New York
$424K +$424K +8,290 New
PFS
674
Prospect Financial Services
New York
$423K +$423K +8,281 New
Empower Advisory Group
675
Empower Advisory Group
Colorado
$421K -$361K -7,068 -46%
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