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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
$316M
2
HI
Horizon Investments
North Carolina
$296M
3
LPL Financial
LPL Financial
California
$2.12B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$169M
5
IAA
Independent Advisor Alliance
North Carolina
$79.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$212M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$3.69B
3
CWM
Connecticut Wealth Management
Connecticut
$0
4
CCMG
Clark Capital Management Group
Pennsylvania
$31.8M
5
Bank of America
Bank of America
North Carolina
$304M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFB
801
STAR Financial Bank
Indiana
$247K – – –
SEIA
802
Signature Estate & Investment Advisors
California
$246K +$14.5K +284 +6%
BAS
803
Breakthru Advisory Services
Wisconsin
$245K +$245K +4,784 New
CS
804
Capital Square
Tennessee
$245K +$245K +4,654 New
SFS
805
Stiles Financial Services
Minnesota
$244K -$9.16K -179 -4%
FFW
806
Fusion Family Wealth
New York
$241K – – –
CI
807
Ceera Investments
Texas
$238K +$238K +4,650 New
PWP
808
Principle Wealth Partners
Connecticut
$238K – – –
VR
809
Valued Retirements
Texas
$237K – – –
WAS
810
Winch Advisory Services
Wisconsin
$236K +$1.53K +30 +0.7%
GA
811
Goldstein Advisors
Wisconsin
$234K -$6.19K -121 -3%
SCTC
812
Sanibel Captiva Trust Company
Florida
$232K – – –
SP
813
Stonebrook Private
Michigan
$232K -$4.08M -79,786 -95%
SW
814
SMART Wealth
Nebraska
$232K -$665 -13 -0.3%
CAM
815
Costello Asset Management
Pennsylvania
$230K -$81.3K -1,589 -26%
CIBC World Market
816
CIBC World Market
Ontario, Canada
$230K -$222K -4,350 -49%
NPF
817
Norris Perne & French
Michigan
$228K – – –
HR
818
Howe & Rusling
New York
$226K +$226K +4,410 New
TCA
819
Trifecta Capital Advisors
Illinois
$223K +$223K +4,365 New
RWM
820
Rockwood Wealth Management
Pennsylvania
$222K -$613 -12 -0.3%
NCM
821
Northwest Capital Management
Oregon
$222K +$921 +18 +0.4%
VNA
822
Valley National Advisers
Pennsylvania
$222K – – –
HWMC
823
Heritage Wealth Management (California)
California
$221K -$94.7K -1,852 -30%
DCM
824
Donaldson Capital Management
Indiana
$221K +$221K +4,317 New
MSFS
825
Main Street Financial Solutions
Pennsylvania
$219K +$219K +4,287 New
31 32
33
34 35