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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 %
TP
776
Tranquility Partners
Tennessee
$280K – – –
KeyBank National Association
777
KeyBank National Association
Ohio
$277K +$5.17K +101 +2%
BFF
778
Byrne Financial Freedom
Massachusetts
$271K +$271K +5,300 New
DC
779
Davenport & Co
Virginia
$270K +$32.6K +637 +14%
T
780
Tidemark
California
$270K -$19K -371 -7%
PWA
781
Provenance Wealth Advisors
Florida
$266K – – –
EFG
782
Erickson Financial Group
Pennsylvania
$265K – – –
KCFA
783
Key Client Fiduciary Advisors
New Jersey
$264K +$7.06K +138 +3%
ACI
784
Alpha Cubed Investments
California
$264K -$26.8K -524 -9%
AWM
785
Ariadne Wealth Management
California
$263K -$15.8K -302 -6%
CA
786
Cambridge Advisors
Nebraska
$262K – – –
EMAM
787
Encompass More Asset Management
California
$262K +$262K +5,123 New
ES
788
ETF Store
Kansas
$262K +$33.9K +662 +15%
RIA
789
Realta Investment Advisors
Delaware
$260K +$227K +4,430 +689%
BPA
790
Beacon Pointe Advisors
California
$260K +$65.7K +1,285 +34%
KFS
791
Kaizen Financial Strategies
California
$259K +$1.07K +21 +0.4%
KCM
792
KM Capital Management
Texas
$259K +$9.82K +192 +4%
DSA
793
Droms Strauss Advisors
Missouri
$257K – – –
IWA
794
Invera Wealth Advisors
Oregon
$256K -$5.58K -106 -2%
LC
795
LCNB Corp
Ohio
$256K – – –
ICMP
796
Integrated Capital Management (Pennsylvania)
Pennsylvania
$255K +$2.76K +54 +1%
CWM
797
Chicago Wealth Management
Illinois
$253K – – –
BC
798
Brio Consultants
California
$251K -$14.6K -286 -6%
P
799
&Partners
Tennessee
$250K +$250K +4,878 New
APWA
800
Atlas Private Wealth Advisors
New Jersey
$249K -$8.85K -173 -3%
30 31
32
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