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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 %
GWS
851
Glassman Wealth Services
Virginia
$196K – – –
CBT
852
Crews Bank & Trust
Florida
$195K +$195K +3,816 New
MFT
853
Moisand Fitzgerald Tamayo
Florida
$192K -$40.4K -790 -17%
JFGIW
854
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$188K +$55.7K +1,058 +42%
PP
855
PrairieView Partners
Minnesota
$184K +$21K +411 +13%
RIL
856
Rothschild Investment LLC
Illinois
$181K – – –
SS
857
SBI Securities
Japan
$179K +$179K +3,493 New
AA
858
Ancora Advisors
Ohio
$178K +$7.57K +148 +4%
BLC
859
Brown, Lisle/Cummings
Rhode Island
$176K – – –
EWM
860
Evermay Wealth Management
Virginia
$165K – – –
POIA
861
Pin Oak Investment Advisors
Texas
$160K – – –
TWM
862
Topsail Wealth Management
North Carolina
$152K +$152K +2,975 New
ITIM
863
Indiana Trust & Investment Management
Indiana
$147K – – –
DWM
864
Darwin Wealth Management
Florida
$147K -$22.8K -446 -13%
NB
865
NBT Bank
New York
$147K – – –
AIM
866
Acropolis Investment Management
Missouri
$145K +$145K +2,831 New
OA
867
Operose Advisors
Wisconsin
$144K -$54.5K -1,065 -27%
JWA
868
JFS Wealth Advisors
Pennsylvania
$143K +$460 +9 +0.3%
CT
869
Colonial Trust
South Carolina
$143K – – –
SFG
870
Stonebridge Financial Group
Pennsylvania
$130K +$130K +2,533 New
NWMP
871
Noble Wealth Management PBC
Colorado
$125K +$125K +2,445 New
CIR
872
Clear Investment Research
Georgia
$120K +$818 +16 +0.7%
MMCM
873
Murphy & Mullick Capital Management
New York
$118K +$118K +2,303 New
TIM
874
Thompson Investment Management
Wisconsin
$118K – – –
HWA
875
Heritage Wealth Advisors
Virginia
$113K – – –
33 34
35
36 37