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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 %
BFS
676
BridgePort Financial Solutions
Iowa
$420K +$420K +8,056 New
AWA
677
Acorn Wealth Advisors
Michigan
$419K -$65.4K -1,279 -13%
WAM
678
WNY Asset Management
New York
$415K -$55.2K -1,079 -12%
CAS
679
Coppell Advisory Solutions
Texas
$413K +$99K +1,937 +31%
FFBTD
680
First Financial Bank - Trust Division
Ohio
$412K – – –
RPC
681
Rossmore Private Capital
Connecticut
$411K +$77K +1,505 +23%
CCA
682
Clarity Capital Advisors
Florida
$410K – – –
BI
683
Ballast Inc
Kentucky
$409K -$4.25K -83 -1%
WGCA
684
Wolf Group Capital Advisors
Virginia
$409K – – –
CAG
685
Csenge Advisory Group
Florida
$408K -$787K -15,395 -66%
SF
686
Safeguard Financial
Wisconsin
$402K -$180K -3,516 -31%
LIA
687
Lynx Investment Advisory
District of Columbia
$402K +$2.71K +53 +0.7%
AWM
688
Aviso Wealth Management
Washington
$400K -$2.3K -45 -0.6%
LWM
689
Liberty Wealth Management
California
$400K +$50.5K +987 +14%
MA
690
MCF Advisors
Kentucky
$397K – – –
HVIA
691
Hudson Valley Investment Advisors
New York
$397K -$21.5K -420 -5%
TI
692
Truepoint Inc
Ohio
$397K -$16.7K -327 -4%
WWA
693
Wealth Watch Advisors
Colorado
$395K +$395K +7,721 New
MGIA
694
Moneta Group Investment Advisors
Missouri
$393K +$393K +7,686 New
VAG
695
VisionPoint Advisory Group
Texas
$393K +$133K +2,614 +51%
SL
696
SWMG LLC
Texas
$391K -$17.1K -326 -4%
WSFS
697
Wilmington Savings Fund Society
Delaware
$391K – – –
LWL
698
Leo Wealth LLC
Texas
$388K +$2.35K +46 +0.6%
HA
699
Herold Advisors
New York
$386K -$4.19K -82 -1%
LWA
700
Lantern Wealth Advisors
New York
$386K -$4.19K -82 -1%
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