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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
1
Demars Financial Group
Washington
$316M
2
HI
2
Horizon Investments
North Carolina
$296M
3
LPL Financial
3
LPL Financial
California
$2.12B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$169M
5
IAA
5
Independent Advisor Alliance
North Carolina
$79.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$212M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$3.69B
3
CWM
3
Connecticut Wealth Management
Connecticut
$0
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$31.8M
5
Bank of America
5
Bank of America
North Carolina
$304M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
976
Anfield Capital Management
California
$6.04K – – –
AAP
977
Arax Advisory Partners
Colorado
$5.63K – – –
NWM
978
Nova Wealth Management
Florida
$4.96K +$4.96K +97 New
BBHC
979
Brown Brothers Harriman & Co
New York
$4.86K +$4.86K +95 New
YP
980
YANKCOM Partnership
South Dakota
$4.6K +$4.6K +90 New
VCM
981
Versant Capital Management
Arizona
$4.3K – – –
CAM
982
Creekmur Asset Management
Illinois
$4.26K -$51 -1 -1%
SWC
983
Spectrum Wealth Counsel
Indiana
$4.09K – – –
SIC
984
SJS Investment Consulting
Ohio
$3.88K – – –
BOJHT
985
Bank of Jackson Hole Trust
Wyoming
$3.78K +$3.78K +74 New
RS
986
Rakuten Securities
Japan
$3.17K +$3.17K +62 New
WWP
987
WR Wealth Planners
Missouri
$3.12K – – –
RWM
988
Rialto Wealth Management
New York
$3.07K +$3.07K +60 New
HFS
989
Hantz Financial Services
Michigan
$3K – – –
WWM
990
Wolff Wiese Magana
California
$2.81K -$30.6K -598 -92%
CAWM
991
Capital A Wealth Management
Pennsylvania
$2.81K +$2.81K +55 New
LAMC
992
Longview Asset Management (California)
California
$2.56K +$2.56K +50 New
BL
993
BFSG LLC
California
$2.05K +$2.05K +40 New
HB
994
Horizon Bancorp
Indiana
$2K -$3.39K -61 -63%
EWA
995
EverSource Wealth Advisors
Alabama
$1.94K -$133K -2,600 -99%
KWM
996
Kiker Wealth Management
Georgia
$1.79K +$1.79K +35 New
RDFA
997
Ritter Daniher Financial Advisory
Ohio
$1.74K – – –
LCM
998
Logan Capital Management
Pennsylvania
$1.59K +$1.59K +31 New
EW
999
Element Wealth
Mississippi
$1.38K +$1.38K +27 New
TFA
1000
Toth Financial Advisory
Virginia
$1.37K – – –
38 39
40
41 42