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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
301
$3.39M
302
$3.38M
303
$3.37M
304
$3.3M
305
$3.3M
306
$3.28M
307
$3.26M
308
$3.25M
309
$3.24M
310
$3.22M
311
$3.12M
312
$3.1M
313
$3.08M
314
$2.96M
315
$2.91M
316
$2.87M
317
$2.85M
318
$2.84M
319
$2.81M
320
$2.77M
321
$2.74M
322
$2.72M
323
$2.71M
324
$2.69M
325
$2.69M