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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 %
HCMG
826
Howard Capital Management Group
California
$219K – – –
1WA
827
180 Wealth Advisors
Washington
$218K +$218K +4,270 New
IAS
828
Insigneo Advisory Services
Florida
$218K +$218K +4,269 New
SF
829
Synovus Financial
Georgia
$218K -$159K -3,102 -42%
ZI
830
ZEGA Investments
Florida
$218K +$218K +4,141 New
CIA
831
Choate Investment Advisors
Massachusetts
$216K +$216K +4,219 New
VC
832
Veracity Capital
Georgia
$215K – – –
AC
833
Avestar Capital
New York
$214K +$18.8K +367 +10%
QFA
834
Quantum Financial Advisors
California
$214K – – –
WMWM
835
Wilkins Miller Wealth Management
Alabama
$213K +$213K +4,167 New
FWM
836
Forza Wealth Management
Florida
$213K – – –
Simplex Trading
837
Simplex Trading
Illinois
$212K +$212K +4,146 New
LA
838
LexAurum Advisors
Kansas
$212K +$7.31K +143 +4%
CWG
839
Cornerstone Wealth Group
North Carolina
$211K +$211K +4,120 New
WCFA
840
Walkner Condon Financial Advisors
Wisconsin
$210K -$1.53K -30 -0.7%
VIM
841
Vista Investment Management
Pennsylvania
$209K -$3.58K -70 -2%
QCM
842
QRG Capital Management
Illinois
$208K +$208K +4,075 New
VVP
843
Venture Visionary Partners
Ohio
$208K -$33.7K -659 -14%
AP
844
Atwood & Palmer
Missouri
$208K – – –
TYCC
845
Texas Yale Capital Corp
Florida
$206K +$206K +4,025 New
HFS
846
Hopwood Financial Services
Virginia
$206K +$206K +4,021 New
DCM
847
Delta Capital Management
New Jersey
$205K +$205K +4,000 New
FNBT
848
FineMark National Bank & Trust
Florida
$203K +$203K +3,967 New
WIA
849
World Investment Advisors
California
$201K -$252K -4,925 -56%
TAM
850
Tucker Asset Management
Colorado
$201K – – –
32 33
34
35 36