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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 %
CPA
951
Cardiff Park Advisors
California
$16.8K – – –
CHC
952
City Holding Co
West Virginia
$15.6K -$511 -10 -3%
WTC
953
WhitTier Trust Company
Nevada
$15.4K – – –
PFBT
954
Parkside Financial Bank & Trust
Missouri
$14.4K – – –
CAL
955
Capital Advisors Ltd
Ohio
$14K – – –
AWM
956
Accredited Wealth Management
Kentucky
$13.4K +$13.4K +261 New
ANBT
957
American National Bank & Trust
Texas
$13.3K – – –
CTWM
958
Cherry Tree Wealth Management
Minnesota
$13.2K – – –
HPIA
959
Hamilton Point Investment Advisors
North Carolina
$13.2K +$13.2K +258 New
PAG
960
Paladin Advisory Group
Iowa
$13K – – –
SMAM
961
Sugar Maple Asset Management
Wisconsin
$12.9K +$12.9K +252 New
FWM
962
FLP Wealth Management
Arkansas
$12.8K +$12.8K +250 New
Q1WB
963
Quest 10 Wealth Builders
Virginia
$11.6K +$11.6K +227 New
WT
964
Washington Trust
Rhode Island
$11.5K – – –
Russell Investments Group
965
Russell Investments Group
United Kingdom
$10.7K -$1.48K -29 -12%
WA
966
WPG Advisers
Maryland
$10.5K +$10.5K +205 New
AW
967
Avion Wealth
Texas
$10K +$96 +2 +1%
MFA
968
McClarren Financial Advisors
Pennsylvania
$10K +$7.4K +148 +285%
CB
969
CNB Bank
Pennsylvania
$9.87K – – –
CTC
970
Central Trust Company
Missouri
$9.56K -$15.5K -304 -62%
SIS
971
Sound Income Strategies
Florida
$8.6K -$2.1K -41 -20%
RCM
972
Raleigh Capital Management
North Carolina
$8.49K – – –
CW
973
Curio Wealth
Maryland
$7.82K +$7.82K +153 New
PSFG
974
Park Square Financial Group
Georgia
$6.44K +$6.44K +126 New
EB
975
Eastern Bank
Massachusetts
$6.14K – – –
37 38
39
40 41