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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 %
EFG
1051
Everhart Financial Group
Ohio
– -$277K -5,244 Closed
CAAS
1052
Capital Asset Advisory Services
Michigan
– -$266K -5,063 Closed
Optiver Holding
1053
Optiver Holding
Netherlands
– -$261K -4,937 Closed
FB
1054
Fulton Bank
Pennsylvania
– -$254K -4,813 Closed
FMN
1055
Financial Management Network
California
– -$254K -4,810 Closed
PPWP
1056
Proquility Private Wealth Partners
Nevada
– -$251K -4,749 Closed
MAS
1057
Meeder Advisory Services
Ohio
– -$222K -4,194 Closed
GI
1058
Gradient Investments
Minnesota
– -$218K -4,126 Closed
BOSSRA
1059
B.O.S.S. Retirement Advisors
Utah
– -$217K -4,100 Closed
CHP
1060
Cable Hill Partners
Oregon
– -$212K -4,010 Closed
PSIWM
1061
Paradigm Strategies in Wealth Management
Minnesota
– -$211K -4,000 Closed
PCG
1062
Prosperity Consulting Group
Maryland
– -$211K -3,984 Closed
MMA
1063
Miracle Mile Advisors
California
– -$208K -3,940 Closed
AC
1064
Asio Capital
Kentucky
– -$206K -3,903 Closed
FFA
1065
Fragasso Financial Advisors
Pennsylvania
– -$205K -3,870 Closed
QWM
1066
Quadcap Wealth Management
Texas
– -$204K -3,860 Closed
HH
1067
Hilltop Holdings
Texas
– -$202K -3,815 Closed
TA
1068
TFB Advisors
Kansas
– -$200K -3,787 Closed
CWM
1069
Cedar Wealth Management
California
– -$150K -2,835 Closed
UCI
1070
Uncommon Cents Investing
Wisconsin
– -$148K -2,806 Closed
RFA
1071
Register Financial Advisors
Georgia
– -$73.2K -1,385 Closed
M
1072
MOTCO
Texas
– -$58.6K -1,109 Closed
VAMG
1073
Voisard Asset Management Group
Michigan
– -$52.6K -996 Closed
APC
1074
Aspire Private Capital
North Carolina
– -$41.3K -781 Closed
FAM
1075
Flaharty Asset Management
Florida
– -$32.6K -617 Closed
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