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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 %
OIA
901
Optimum Investment Advisors
Illinois
$61.4K – – –
FFC
902
First Financial Corp
Indiana
$59.2K – – –
WIM
903
Westside Investment Management
California
$56.4K – – –
ACA
904
Atlas Capital Advisors
Wyoming
$56K – – –
OLVIG
905
Oliver Lagore Vanvalin Investment Group
Michigan
$55K – – –
SAM
906
Synergy Asset Management
Washington
$54K +$54K +1,021 New
T
907
Transce3nd
Texas
$51.8K +$51.8K +1,013 New
QCG
908
Quadrant Capital Group
Ohio
$51.1K – – –
AIC
909
Archer Investment Corporation
Indiana
$51.1K – – –
PFM
910
Phillips Financial Management
Indiana
$49.8K -$85.5K -1,671 -63%
TSMHT
911
Thurston Springer Miller Herd & Titak
Indiana
$49.7K – – –
CA
912
Crewe Advisors
Utah
$49.6K +$28.6K +560 +137%
SC
913
Steph & Co
Wisconsin
$45.3K – – –
PMFA
914
Plante Moran Financial Advisors
Michigan
$44.6K – – –
MPWT
915
MassMutual Private Wealth & Trust
Connecticut
$44.2K +$44.2K +864 New
FA
916
Fedenia Advisers
Wisconsin
$41.5K +$41.5K +812 New
AIA
917
Angeles Investment Advisors
California
$40.9K +$40.9K +800 New
FIM
918
FWL Investment Management
Texas
$37.6K – – –
Deutsche Bank
919
Deutsche Bank
Germany
$37.1K +$16.6K +325 +81%
VHAM
920
Van Hulzen Asset Management
California
$36.9K +$36.9K +722 New
SIC
921
Salem Investment Counselors
North Carolina
$35.9K -$1.28K -25 -3%
LIS
922
Legacy Investment Solutions
Idaho
$35.9K – – –
LWMI
923
Legacy Wealth Management (Idaho)
Idaho
$35.9K – – –
LC
924
Lindbrook Capital
California
$35.5K +$24.6K +481 +225%
NSIM
925
North Star Investment Management
Illinois
$35.5K +$35.5K +695 New
35 36
37
38 39