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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 %
RTL
301
Red Tortoise LLC
Georgia
$3.39M +$195K +4,174 +6%
DWM
302
Dogwood Wealth Management
Kansas
$3.38M +$3.38M +72,583 New
Bank of Montreal
303
Bank of Montreal
Ontario, Canada
$3.37M -$179K -3,819 -5%
GWP
304
Gateway Wealth Partners
Wisconsin
$3.3M -$22.6K -485 -0.7%
CAPTRUST Financial Advisors
305
CAPTRUST Financial Advisors
North Carolina
$3.3M +$197K +4,235 +6%
EWM
306
Empirical Wealth Management
Washington
$3.28M -$1.54M -32,984 -32%
PCIA
307
Prime Capital Investment Advisors
Kansas
$3.26M +$936K +20,079 +40%
PAS
308
Park Avenue Securities
New York
$3.26M +$1.66M +35,510 +104%
PWM
309
Power Wealth Management
Georgia
$3.24M +$3.24M +69,392 New
WFP
310
Wrenne Financial Planning
Kentucky
$3.22M +$3.22M +69,123 New
US Bancorp
311
US Bancorp
Minnesota
$3.12M +$870K +18,659 +39%
Creative Planning
312
Creative Planning
Kansas
$3.1M -$390K -8,363 -11%
CRI
313
Colonial River Investments
Virginia
$3.08M +$1.86M +39,852 +153%
AIS
314
American Investment Services
Massachusetts
$2.96M -$24.7K -530 -0.8%
FA
315
FF Advisors
California
$2.91M +$2.91M +62,475 New
HHGC
316
Hunting Hill Global Capital
New York
$2.87M -$575K -12,330 -17%
F4L
317
Fortune 45 LLC
Louisiana
$2.85M -$9.09M -194,986 -76%
SFA
318
Sequoia Financial Advisors
Ohio
$2.84M +$1.81M +38,784 +176%
PIFP
319
Partners in Financial Planning
Virginia
$2.81M -$31.7K -680 -1%
PWA
320
Phoenix Wealth Advisors
North Carolina
$2.77M +$1.03M +21,967 +59%
CAC
321
Certified Advisory Corp
Florida
$2.74M -$984K -21,111 -26%
AFP
322
Ausdal Financial Partners
Iowa
$2.72M +$31.9K +685 +1%
GFPC
323
Global Financial Private Client
Florida
$2.71M -$1.2M -25,776 -31%
FTS
324
Fifth Third Securities
Ohio
$2.69M +$170K +3,641 +7%
PFS
325
Prospera Financial Services
Texas
$2.69M +$992K +21,279 +58%
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