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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 %
DI
176
Diligent Investors
California
$15.1M +$115K +2,258 +0.8%
SIG
177
Sargent Investment Group
Maryland
$14.9M -$821K -16,171 -5%
1IA
178
1834 Investment Advisors
Wisconsin
$14.8M -$1.94M -37,878 -12%
YCG
179
Yeomans Consulting Group
Georgia
$14.5M +$56.2K +1,099 +0.4%
CIM
180
Confluence Investment Management
Missouri
$14.4M +$419K +8,190 +3%
ACA
181
Ackerman Capital Advisors
Texas
$14.3M +$407K +7,956 +3%
EWM
182
Executive Wealth Management
Michigan
$14.3M -$250K -4,896 -2%
MFA
183
Millington Financial Advisors
Illinois
$14.2M +$694K +13,272 +5%
GLR
184
Great Lakes Retirement
Ohio
$14.1M -$157K -3,063 -1%
SOS
185
Silver Oak Securities
Tennessee
$13.9M +$4.27M +83,608 +44%
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$13.9M +$212K +4,137 +2%
PWG
187
Private Wealth Group
Florida
$13.8M +$396K +7,751 +3%
HFS
188
Horizon Financial Services
North Carolina
$13.8M -$368K -7,194 -3%
CI
189
CX Institutional
Indiana
$13.8M +$5.31M +103,762 +62%
SF
190
Symphony Financial
Texas
$13.6M +$635K +12,119 +5%
KWM
191
Kingsview Wealth Management
Oregon
$13.1M +$398K +7,776 +3%
RWM
192
Reston Wealth Management
Virginia
$12.9M +$12K +234 +0.1%
MWM
193
Meridian Wealth Management
Kentucky
$12.9M -$442K -8,636 -3%
VCP
194
Verus Capital Partners
Arizona
$12.6M +$643K +12,568 +5%
AF
195
Abound Financial
California
$12.4M +$12.4M +243,378 New
HBT
196
Hills Bank & Trust
Iowa
$12.2M +$2.33M +45,469 +23%
NECFA
197
New England Capital Financial Advisors
Connecticut
$12M -$125K -2,452 -1%
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$11.9M +$4.21M +82,242 +55%
ORG
199
Optimist Retirement Group
Washington
$11.8M +$360K +7,040 +3%
IA
200
IFG Advisory
Georgia
$11.7M +$3.12M +60,923 +36%
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8
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