State Street SPDR Portfolio S&P 500 Value ETF
SPYV
1,025 hedge funds and large institutions have $20.9B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 419 increasing their positions, 306 reducing their positions, and 77 closing their positions.
17,338% more call options, than puts
Call options by funds: $16M | Put options by funds: $92K
116% more first-time investments, than exits
New positions opened: 166 | Existing positions closed: 77
47% more capital inflows, than outflows
Capital inflows: $2.14B | Capital outflows: $1.46B
37% more repeat investments, than reductions
Existing positions increased: 419 | Existing positions reduced: 306
12% more funds holding in top 10
Funds holding in top 10: 141 → 158 (+17)
7% more funds holding
Funds holding: 960 → 1,025 (+65)
0.29% less ownership
Funds ownership: 85.25% → 84.96% (-0.29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Horizon Investments
Charlotte,
North Carolina
|
+$231M |
| 2 |
LPL Financial
San Diego,
California
|
+$120M |
| 3 |
Bank of New York Mellon
New York
|
+$90.3M |
| 4 |
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$81.3M |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
+$81.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$448M |
| 2 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$138M |
| 3 |
Connecticut Wealth Management
Farmington,
Connecticut
|
-$134M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$91M |
| 5 |
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$61.3M |
SPYV Hedge Fund Activity: Q4 2024 in Review
1,025 of the 7,616 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q4 2024, worth a combined $20.9B — down 2.1% from $21.3B a quarter earlier.
Buyers outnumbered sellers: 166 funds opened new SPYV positions and 77 closed out — a net gain of 89 holders — while 419 added to existing stakes and 306 trimmed.
The largest buyer was Horizon Investments, adding an estimated $231M. The largest seller was Envestnet Asset Management, cutting an estimated $448M.
- 1,025 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q4 2024, up from 960 in Q3 2024.
- Funds reported $20.9B of State Street SPDR Portfolio S&P 500 Value ETF stock for Q4 2024, down 2.1% quarter-over-quarter.
- 166 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q4 2024 and 77 closed out, a net change of +89 holders.
- The largest State Street SPDR Portfolio S&P 500 Value ETF buyer in Q4 2024 was Horizon Investments, an estimated $231M added.
- The largest State Street SPDR Portfolio S&P 500 Value ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $448M sold.
Based on aggregated 13F filings for Q4 2024.