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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 %
CPL
1001
Capital & Planning LLC
Georgia
$1.36K +$1.36K +26 New
BIM
1002
Breakwater Investment Management
Washington
$1.33K +$1.33K +26 New
EFP
1003
EnRich Financial Partners
Wisconsin
$1.13K – – –
OP
1004
ORG Partners
Indiana
$976 – – –
TRCT
1005
Tower Research Capital (TRC)
New York
$972 -$14.6K -286 -94%
SC
1006
Swan Capital
Florida
$772 +$566 +11 +275%
TF
1007
Tompkins Financial
New York
$665 -$870 -17 -57%
BCMLT
1008
Beacon Capital Management LLC (Tennessee)
Tennessee
$614 – – –
NS
1009
NBC Securities
Alabama
$570 -$585K -11,293 -100%
FCMT
1010
Founders Capital Management (Texas)
Texas
$215 – – –
DFA
1011
DHJJ Financial Advisors
Illinois
$157 – – –
PA
1012
Parallel Advisors
California
$51 – – –
SFA
1013
Semmax Financial Advisors
North Carolina
$49 – – –
CWM
1014
Connecticut Wealth Management
Connecticut
– -$134M -2,526,058 Closed
FCAS
1015
First Command Advisory Services
Texas
– -$22.3M -421,095 Closed
RFS
1016
Retirement Financial Solutions
Tennessee
– -$19.7M -372,926 Closed
Mirae Asset Global Investments
1017
Mirae Asset Global Investments
South Korea
– -$15.8M -300,000 Closed
SWM
1018
SigFig Wealth Management
California
– -$7.23M -137,282 Closed
MWM
1019
Merriman Wealth Management
Washington
– -$6.57M -124,307 Closed
SIM
1020
Seaview Investment Managers
Florida
– -$4.86M -91,965 Closed
CI
1021
Cavalier Investments
Georgia
– -$2.93M -55,400 Closed
D.E. Shaw & Co
1022
D.E. Shaw & Co
New York
– -$2.08M -39,325 Closed
PFA
1023
Pinnacle Family Advisors
Missouri
– -$1.69M -31,950 Closed
KFS
1024
Kelly Financial Services
Massachusetts
– -$1.46M -27,679 Closed
Renaissance Technologies
1025
Renaissance Technologies
New York
– -$1.1M -20,900 Closed
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41
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