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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.

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

Top Sellers

1
HC
Hamilton Capital
Ohio
$22M
2
AA
Alesco Advisors
New York
$42.1M
3
ACM
AlphaStar Capital Management
North Carolina
$53.8M
4
SW
SVB Wealth
Massachusetts
$19.3M
5
KW
KWB Wealth
California
$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSA
276
Financial Services Advisory
Maryland
$4.24M +$4.24M +90,854 New
JFG
277
JDM Financial Group
Texas
$4.17M -$42.6K -913 -1%
AMG
278
Asset Management Group
Connecticut
$4.16M -$144K -3,096 -3%
Jane Street
279
Jane Street
New York
$4.11M +$4.11M +88,125 New
CWA
280
Clarus Wealth Advisors
Arizona
$4.1M +$4.1M +89,107 New
IWP
281
IAG Wealth Partners
Wisconsin
$4.08M +$499K +10,692 +14%
TC
282
TAGStone Capital
North Carolina
$4.07M +$78.2K +1,677 +2%
MWA
283
Motive Wealth Advisors
Michigan
$4M -$45.1K -968 -1%
RFN
284
RDA Financial Network
Iowa
$4M -$886 -19 -0%
PFA
285
Pinnacle Family Advisors
Missouri
$3.99M +$3.99M +85,635 New
EE
286
EWG Elevate
California
$3.99M -$685K -14,682 -15%
GEA
287
Glen Eagle Advisors
New Jersey
$3.96M -$52.6K -1,128 -1%
AFS
288
Annapolis Financial Services
Maryland
$3.87M -$153K -3,286 -4%
AMM
289
American Money Management
California
$3.84M -$1.45M -31,124 -27%
PTC
290
Private Trust Company
Ohio
$3.83M +$485K +10,409 +15%
SI
291
Stephens Inc
Arkansas
$3.79M +$1.78M +38,155 +89%
MCM
292
MidAtlantic Capital Management
Virginia
$3.67M +$3.67M +78,621 New
EI
293
Ellevest Inc
New York
$3.6M +$755K +16,201 +27%
SWA
294
Stratos Wealth Advisors
Ohio
$3.59M +$232K +4,966 +7%
PWH
295
Priebe Wealth Holdings
Minnesota
$3.57M +$3.57M +76,655 New
VW
296
Vance Wealth
California
$3.57M +$397K +8,510 +13%
TW
297
Transform Wealth
Colorado
$3.55M -$36.5K -783 -1%
TCWM
298
Total Clarity Wealth Management
Illinois
$3.54M +$353K +7,566 +11%
Fifth Third Bancorp
299
Fifth Third Bancorp
Ohio
$3.53M -$6.39K -137 -0.2%
LDB
300
Lee, Danner & Bass
Tennessee
$3.48M +$1.2M +25,750 +53%
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