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SPDR Portfolio S&P 500 Value ETF

839 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.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

21% more repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 266

16% more funds holding

Funds holding: 723839 (+116)

5.98% more ownership

Funds ownership: 84.56%90.54% (+6%)

Holders
839
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
132
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.7M
Puts
$270K
Net Calls
Net Calls Change

Top Sellers

1 -$143M
2 -$78.3M
3 -$23.6M
4
SW
SVB Wealth
Massachusetts
-$22.9M
5
KW
KWB Wealth
California
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
251
$5.19M
252
$5.15M
253
$5.15M
254
$5.09M
255
$5.08M
256
$5.07M
257
$5.06M
258
$5.04M
259
$4.82M
260
$4.82M
261
$4.79M
262
$4.77M
263
$4.64M
264
$4.59M
265
$4.58M
266
$4.5M
267
$4.49M
268
$4.46M
269
$4.46M
270
$4.43M
271
$4.33M
272
$4.31M
273
$4.28M
274
$4.28M
275
$4.25M