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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 %
CIA
701
Cascade Investment Advisors
Oregon
$383K – – –
NFP
702
Narus Financial Partners
Utah
$381K +$27K +528 +8%
CFS
703
Compass Financial Services
Iowa
$379K +$379K +7,408 New
BFA
704
Bill Few Associates
Pennsylvania
$378K +$19.1K +374 +5%
PWP
705
PrairieView Wealth Partners
Illinois
$377K +$377K +7,367 New
CWM
706
Cahaba Wealth Management
Georgia
$376K – – –
FI
707
FWG Investments
Kentucky
$376K +$2.56K +50 +0.7%
FG
708
Fiduciary Group
Georgia
$371K -$63K -1,231 -14%
SIA
709
Soltis Investment Advisors
Utah
$366K -$14.5K -284 -4%
RPCONE
710
Retirement Planning Company of New England
Rhode Island
$364K -$1.79K -35 -0.5%
KWM
711
Keebeck Wealth Management
Illinois
$364K +$364K +7,116 New
ISB
712
Iowa State Bank
Iowa
$363K – – –
MWM
713
McMill Wealth Management
Nebraska
$361K +$361K +7,054 New
MAG
714
Mayfair Advisory Group
Alabama
$359K +$359K +7,018 New
RWPA
715
Richard W. Paul & Associates
Michigan
$357K +$21.9K +429 +7%
TCM
716
Traynor Capital Management
Pennsylvania
$357K +$47K +919 +15%
CIA
717
Cape Investment Advisory
Georgia
$357K +$869 +17 +0.2%
CW
718
CreativeOne Wealth
Kansas
$356K -$160K -3,119 -31%
MSF
719
Mustard Seed Financial
Arkansas
$354K +$102 +2 +0%
GFG
720
Greystone Financial Group
Michigan
$346K – – –
TPWM
721
Twelve Points Wealth Management
Massachusetts
$346K -$67.5K -1,320 -16%
WAS
722
Wealth Advisory Solutions
Indiana
$346K +$716 +14 +0.2%
GWMR
723
GC Wealth Management RIA
Massachusetts
$345K – – –
GVCM
724
Global View Capital Management
Wisconsin
$345K +$345K +6,774 New
DFG
725
Dynamic Financial Group
Iowa
$343K +$343K +6,703 New
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