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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 %
OC
251
Oppenheimer & Co
New York
$5.19M 111,388 +111,388 New
CGFA
252
Colton Groome Financial Advisors
North Carolina
$5.15M 110,485 -6,126 -5%
KAS
253
Kestra Advisory Services
Texas
$5.15M 110,381 +45,636 +70%
WFPG
254
Waller Financial Planning Group
Ohio
$5.09M 109,205 -2,426 -2%
OCBCO
255
Oversea-Chinese Banking Corp (OCBC)
Singapore
$5.08M 108,965 +3,000 +3%
SA
256
Sunesis Advisors
Kansas
$5.07M 108,791 – –
MOS
257
MGO One Seven
Ohio
$5.06M 108,470 +21,869 +25%
B
258
Bridgeworth
Alabama
$5.04M 108,058 +9,544 +10%
PWG
259
Portside Wealth Group
Utah
$4.82M 103,450 +917 +0.9%
GFG
260
Goldstone Financial Group
Illinois
$4.82M 103,264 +10,373 +11%
WA
261
Waverly Advisors
Alabama
$4.79M 102,720 +1,637 +2%
AWA
262
Arete Wealth Advisors
Illinois
$4.77M 102,260 +80,049 +360%
IGWM
263
ICA Group Wealth Management
Colorado
$4.64M 99,502 +25,724 +35%
NC
264
NewSquare Capital
Pennsylvania
$4.59M 98,497 +815 +0.8%
SAM
265
Smithbridge Asset Management
Pennsylvania
$4.58M 98,158 -751 -0.8%
IP
266
Ignite Planners
California
$4.5M 95,783 +18,087 +23%
PWM
267
Partnership Wealth Management
Maryland
$4.49M 96,085 +96,085 New
TPSF
268
Texas Permanent School Fund
Texas
$4.46M 95,746 – –
RIS
269
Retirement Income Solutions
Michigan
$4.46M 95,600 +5,560 +6%
CAM
270
Cozad Asset Management
Illinois
$4.43M 95,015 -2,549 -3%
CIA
271
Concurrent Investment Advisors
Florida
$4.33M 92,843 +92,843 New
HFW
272
Horizon Family Wealth
Illinois
$4.31M 92,493 -687 -0.7%
TDWM
273
Topel & Distasi Wealth Management
California
$4.28M 91,696 – –
MW
274
Marcum Wealth
Ohio
$4.28M 91,690 -1,496 -2%
WAP
275
Wealthcare Advisory Partners
Pennsylvania
$4.25M 91,104 -12,540 -12%
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