SPYV icon

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 %
MIS
1026
Morningstar Investment Services
Illinois
– -$995K -18,893 Closed
FIM
1027
Fernwood Investment Management
Massachusetts
– -$996K -18,849 Closed
SCM
1028
Spring Capital Management
Texas
– -$763K -18,490 Closed
Belvedere Trading
1029
Belvedere Trading
Illinois
– -$922K -17,436 Closed
Millennium Management
1030
Millennium Management
New York
– -$891K -16,862 Closed
ECA
1031
Elevated Capital Advisors
Utah
– -$853K -16,143 Closed
AA
1032
Argent Advisors
Louisiana
– -$826K -15,634 Closed
YIH
1033
Y-Intercept (HK)
Hong Kong
– -$821K -15,525 Closed
FTDI
1034
First Trust Direct Indexing
Massachusetts
– -$600K -11,352 Closed
BCM
1035
BTC Capital Management
Iowa
– -$544K -10,295 Closed
SW
1036
Simplicity Wealth
New Jersey
– -$433K -8,198 Closed
LSA
1037
Lion Street Advisors
Texas
– -$426K -8,063 Closed
HFS
1038
Hoge Financial Services
Pennsylvania
– -$422K -7,983 Closed
CWS
1039
Confluence Wealth Services
Pennsylvania
– -$415K -7,852 Closed
WA
1040
Win Advisors
Florida
– -$405K -7,657 Closed
CAM
1041
Concorde Asset Management
Michigan
– -$360K -6,813 Closed
TCMP
1042
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$345K -6,523 Closed
Manulife (Manufacturers Life Insurance)
1043
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$335K -6,330 Closed
MGW
1044
MB Generational Wealth
Washington
– -$329K -6,227 Closed
ACM
1045
Absolute Capital Management
Pennsylvania
– -$304K -5,747 Closed
MC
1046
Moors & Cabot
Massachusetts
– -$304K -5,745 Closed
EP
1047
Edgestream Partners
New Jersey
– -$301K -5,685 Closed
TF
1048
Tenon Financial
New Jersey
– -$293K -5,535 Closed
SIC
1049
Sterling Investment Counsel
New York
– -$292K -5,516 Closed
VCM
1050
Virtue Capital Management
Tennessee
– -$277K -5,248 Closed
40 41
42
43 44