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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

838 hedge funds and large institutions have $18.2B invested in SPDR Portfolio S&P 500 Value ETF in 2023 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 323 increasing their positions, 266 reducing their positions, and 32 closing their positions.

Holders
838
Holders Change
+116
Holders Change %
+16.07%
% of All Funds
12.29%
Holding in Top 10
132
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+26.92%
% of All Funds
1.94%
New
153
Increased
323
Reduced
266
Closed
32
Calls
$14.7M
Puts
$270K
Net Calls
+$14.4M
Net Calls Change
-$6.77M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$814M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$612M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$206M
4
HI
4
Horizon Investments
North Carolina
$391M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$175M

Top Sellers

1
HC
1
Hamilton Capital
Ohio
$22M
2
AA
2
Alesco Advisors
New York
$42.1M
3
ACM
3
AlphaStar Capital Management
North Carolina
$53.8M
4
SW
4
SVB Wealth
Massachusetts
$19.3M
5
KW
5
KWB Wealth
California
$67.4M
Name Market Value Shares Shares
Change 		Shares
Change %
FIM
226
Freedom Investment Management
Connecticut
$6.42M 137,754 +26,177 +23%
IA
227
IFG Advisory
Georgia
$6.4M 137,278 +9,323 +7%
MWM
228
Merriman Wealth Management
Washington
$6.29M 134,882 +134,882 New
AI
229
Auour Investments
Massachusetts
$6.27M 134,500 +302 +0.2%
Renaissance Technologies
230
Renaissance Technologies
New York
$6.24M 133,800 +102,400 +326%
SWM
231
SigFig Wealth Management
California
$6.23M 133,642 +133,642 New
IWN
232
Independent Wealth Network
Iowa
$6.18M 132,504 +2,706 +2%
FAAM
233
First Ascent Asset Management
Colorado
$6.15M 131,931 +11,180 +9%
LA
234
Lynch & Associates
Indiana
$6.13M 131,478 +386 +0.3%
SC
235
Savant Capital
Illinois
$6.09M 130,638 -3,520 -3%
PWM
236
Penobscot Wealth Management
Maine
$6.04M 129,468 -149 -0.1%
PFG
237
Pacific Financial Group
Washington
$5.99M 128,416 -3,626 -3%
TFA
238
Tranquilli Financial Advisor
New Jersey
$5.97M 127,972 +46,780 +58%
AFTS
239
American Financial & Tax Strategies
New York
$5.85M 125,384 +125,384 New
PFG
240
PAX Financial Group
Texas
$5.84M 123,971 +2,255 +2%
ICG
241
InterOcean Capital Group
Tennessee
$5.83M 125,040 +341 +0.3%
BWM
242
BCS Wealth Management
Tennessee
$5.78M 123,941 +9,403 +8%
IPW
243
Intergy Private Wealth
Colorado
$5.74M 123,109 +4,562 +4%
IA
244
IFP Advisors
Florida
$5.61M 120,260 -2,275 -2%
LFAS
245
Level Four Advisory Services
Texas
$5.58M 119,601 +4,966 +4%
OAM
246
Occidental Asset Management
California
$5.53M 118,522 +278 +0.2%
JWCA
247
J.W. Cole Advisors
Florida
$5.51M 118,136 +98,887 +514%
CFG
248
Cooper Financial Group
California
$5.51M 118,102 -1,158 -1%
BRWA
249
B. Riley Wealth Advisors
Florida
$5.24M 112,481 +105,561 +1,525%
SF
250
Summit Financial
New Jersey
$5.2M 111,537 +43,007 +63%
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