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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 %
TCOV
876
Trust Company of Vermont
Vermont
$105K – – –
UFAC
877
Urban Financial Advisory Corp
Illinois
$104K +$665 +13 +0.6%
BFS
878
Bare Financial Services
Pennsylvania
$102K – – –
MSG
879
Main Street Group
Virginia
$101K -$1.74K -34 -2%
HGERS
880
Householder Group Estate & Retirement Specialist
Arizona
$101K -$1.39M -27,511 -93%
CMP
881
Coston McIsaac & Partners
Maine
$98K – – –
BA
882
Ballast Advisors
Minnesota
$87.7K -$153 -3 -0.2%
FFWM
883
Future Financial Wealth Management
Ohio
$83.2K – – –
FWA
884
Flagship Wealth Advisors
Massachusetts
$83.1K +$83.1K +1,625 New
PS
885
Pinney & Scofield
Massachusetts
$77.4K +$77.4K +1,514 New
National Bank of Canada
886
National Bank of Canada
Quebec, Canada
$77.1K +$102 +2 +0.1%
TCG
887
Transcendent Capital Group
Oklahoma
$76.5K – – –
NL
888
NVWM LLC
Pennsylvania
$74.7K – – –
CPG
889
Cornerstone Planning Group
New Jersey
$73.9K -$584 -11 -0.8%
AWM
890
Abound Wealth Management
Tennessee
$72K +$59.1K +1,156 +459%
TIM
891
Tortoise Investment Management
New York
$68K – – –
VWM
892
Venturi Wealth Management
Texas
$67.7K – – –
CWM
893
Crowley Wealth Management
Delaware
$67.6K +$67.6K +1,322 New
HI
894
Human Investing
Oregon
$65.6K +$65.6K +1,282 New
NFSG
895
Newbridge Financial Services Group
Florida
$65.5K -$13.7K -268 -17%
BTI
896
Blue Trust Inc
Georgia
$65.4K -$30K -586 -31%
BAM
897
Byrne Asset Management
New Jersey
$65.3K -$170K -327 Closed
FM
898
Family Management
New York
$64.7K – – –
AG
899
AmeriFlex Group
Nevada
$62.3K +$62.3K +1,185 New
ADL
900
Asset Dedication LLC
California
$62K -$42.2K -825 -41%
34 35
36
37 38